Phase One Financial Group description

Phase One Financial Group is a brokerage agency that specializes in Annuities, Life,
Long Term care and Disability. Phase One Financial Group was born out of
the frustration of two producing field agents. David was a registered representative with
Morgan Stanley and Brian was selling Life and Long Term Care Insurance. After some
very frustrating situations, we decided we needed to prevent other insurance
professionals from the same pitfalls we have experienced. Here at Phase One
Financial Group we have been on both sides, so we fully understand the needs and
wants of insurance professionals