Peter Phillips

Peter Phillips, CLU, ChFC

Peter has been practicing financial services since 1970. Peter began specializing in pension planning and succession planning while at Penn Mutual Life Insurance Company, where he began his career and later was appointed Managing Partner.

In 1979 he founded PLANS, Inc., a fee-based financial and pension planning firm. Peter became Managing Partner for New England Financial in 1990 and served in that position until 2002 when he retired from management to devote more time to his planning practice and to work with Mass Mutual as a Financial Planner.

Peter is a lifetime MDRT Member and has been ranked in the top 5% of U.S. agents. He was previously distinguished as the top pension producer of the year for New England’s national field force.

During Peter’s time away from the office, he enjoys sailing, golfing, and skiing. He resides in Charlotte with his wife and three children.

PROFESSIONAL SPECIALITIES:
~ Retirement Planning
~ Life Insurance
~ Annuities
~ Mutual Funds
~ Financial Planning

PROFESSIONAL ACCOMPLISHMENTS:

~ Life and Qualifying Member of the Million Dollar Round Table
~ Buddy Zais Award for the Year 2000 Outstanding Life Insurance Agent in the State of Vermont
~ Life Underwriters Association Member
~ International Association of Financial Planners Member
~ Gold Key Society of CLU Member
~ Past President, The New England CLU Conference
~ Past President, Vermont General Agents and Managers Association
~ Past President, Vermont Chapter of the CLU Society

Community Active, Peter is past President of the Burlington Country Club, the King Street Youth Center, the Forman School Board of Trustees, and the Champlain College Board of Trustees.

Peter holds designations as a Charted Financial Consultant and a Chartered Life Underwriter.

Email:pphillips@stage2planning.com