Secure Your Family's Future.

It's about providing for your family’s future when you're not around, not just meeting your own needs today.

We've Got The Right Insurance Solutions To Protect Your Loved Ones

Safeguard their future with personalized insurance solutions

FINAL EXPENSE

Final Expense insurance provides lifetime coverage with guaranteed locked-in rates that will never increase. Your policy will never expire, ensuring that all funeral costs and other end-of-life expenses are fully taken care of.

MORTGAGE PROTECTION

Mortgage protection insurance safeguards one of your most important assets in the event of your passing. Many policies offer a full return of premiums if you outlive the coverage term. In the event of death, the mortgage is paid off.

INDEXED UNIVERSAL LIFE

This type of permanent insurance not only provides a death benefit but also allows the insured to accumulate cash value over time. It can be structured to supplement your retirement plan, offering additional financial flexibility.

FIXED INDEXED ANNUITIES

Fixed indexed annuities offer a secure way to benefit from market gains without the risk of losses, helping to keep your retirement savings protected.

About David A. Phillips Jr.


David was borned in Philadelphia, PA. Due to my personal experience with friends and families who have passed away. Some having life insurance, and while some others did not, it left a burden with their grieving family. My passion is to now educate families on how to leave a legacy.

US Naval Sea Cadet Corps Basic Training in Great Lakes, IL

US Naval Sea Cadet Corps Advanced Training “A” School Naval Submarine Base New London in Groton, Connecticut

The Chubb Institute 2001 Networking & Data Communication

Married with 3 Children

David A. Phillips Jr.

Licensed Insurance Agent

National Producer# 19807306

(704) 668-2146

Verified State Licenses

National Producer# 19807306

NORTH CAROLINA

License# 19807306

Expire Date: 05/31/2025

SOUTH CAROLINA

License # 19807306

Expire Date: 05/31/2025

FLORIDA

License # W853713

Expire Date: 05/31/2026

GEORGIA

License # 3536422

Expire Date:

OHIO

License # 1448446

Expire Date: 05/31/2026

PENNSYLVANIA

License # 1029580

Expire Date: 05/31/2026

TEXAS

License # 2723947

Expire Date: 05/31/2025

VIRGINIA

License # 1258522

Expire Date: 05/31/2025

Search State Websites

Verified State Licenses

National Producer# 19807306

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NORTH CAROLINA

License# 19807306

Expire Date: 05/31/2025

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FLORIDA

License# W853713

Expire Date: 05/31/2026

Image

GEORGIA

License# 3536422

Expire Date:

Image

OHIO

License# 1448446

Expire Date: 05/31/2026

Image

PENNSYLVANIA

License# 1029580

Expire Date: 05/31/2026

Image

SOUTH CAROLINA

License# 19807306

Expire Date: 05/31/2025

Image

TEXAS

License# 2723947

Expire Date: 05/31/2025

Image

VIRGINIA

License# 1258522

Expire Date: 05/31/2025

We Represent The Industry's Best Insurance Carriers

Frequently Asked Questions

What types of insurance do you offer?

We provide a range of insurance options, including life insurance, health insurance, auto insurance, homeowners insurance, and mortgage protection insurance, among others. Each type of policy is designed to meet different needs and provide financial security.

How do I determine how much insurance coverage I need?

The amount of coverage you need depends on various factors, including your financial obligations, family situation, and long-term goals. Our agents can help you assess your unique circumstances and recommend the right coverage to fit your needs.

What factors affect my insurance premiums?

Premiums can be influenced by several factors, including your age, health, lifestyle choices, and the type of coverage you select. Additionally, claims history and the level of coverage you choose can also impact your premiums.

Can I make changes to my policy after purchasing it?

Yes, you can typically make changes to your policy after purchase. This may include updating your coverage limits, adding or removing beneficiaries, or modifying your payment plan. Contact our customer service team for assistance with any changes.

What should I do if I need to file a claim?

If you need to file a claim, contact us directly or visit our website to access the claims section. We’ll guide you through the process, ensuring you have the necessary documentation and support to get your claim processed efficiently.

Request a Free Life Insurance Quote

David A. Phillips, Jr.

Licensed Insurance Agent

National Producer# 19807306

(704) 668-2146

David A. Phillips, Jr. | (704) 668-2146 | [email protected]

No Compromise, Just Maximize

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Creative Solutions

Transforming Ideas into Engaging Digital Experiences

Custom Web Design

Tailored to your brand, our custom web designs blend aesthetics with user-friendly functionality. We ensure a seamless user experience that keeps visitors coming back for more.

E-COMMERCE DEVELOPMENT

Boost your sales with an attractive and efficient online store. Our e-commerce development expertise integrates secure payment gateways and intuitive navigation for a smooth shopping journey.

E-commerce Development

Boost your sales with an attractive and efficient online store. Our e-commerce development expertise integrates secure payment gateways and intuitive navigation for a smooth shopping journey.

Branding & Identity

Make a lasting impression with a cohesive brand identity. We craft eye-catching logos, stationery, and marketing materials that communicate your brand's essence and leave a memorable mark.

RESPONSIVE MOBILE DESIGN

In the mobile-first era, our responsive designs ensure your website looks stunning on all devices. Enjoy increased user engagement and conversions with seamless adaptability.

Responsive Mobile Design

In the mobile-first era, our responsive designs ensure your website looks stunning on all devices. Enjoy increased user engagement and conversions with seamless adaptability.

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No Compromise, Just Maximize

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No Compromise, Just Maximize.

Because It’s Time To Seek Financial Advice From Experts

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Our Special Services

01.

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We've Got The Right Financial Solutions To Leave a Legacy For Your Loved Ones

Safeguard their future with personalized insurance solutions

INFINITE BANKING

Design a will or trust, ensuring sustained support for your cherished ones and causes. Simplify the process and rest easy.

LIFE INSURANCE

Secure continued protection for your family, ensuring they remain covered even if you switch employer.

FINAL EXPENSE

A dedicated insurance policy designed to manage your end-of-life expenses, including funeral and burial costs, and outstanding debts.

TAX-FREE RETIREMENT

A permanent life insurance variant, offering both cash value accumulation and death benefit. A potential supplement to your retirement strategy

SECURE RETIREMENT

Comprehensive planning that evolves with time, ensuring a comfortable retirement.

MORTGAGE PROTECTION

Secure your home against unforeseen events. Ensure your mortgage is covered, allowing your family to retain the home when you pass.

Secure

Your Future

Protecting Your Loved Ones with Reliable

Life Insurance Solutions

WELCOME!

Expert Accounting Solutions for Your Business

In this section, we introduce our accounting services as the go-to solution for businesses seeking expert financial management. Our team of seasoned professionals is dedicated to helping you navigate complex financial landscapes, ensuring your business remains financially healthy and compliant with all regulations. Whether you're a startup or an established company, our accounting expertise will drive your success.

testimonials

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David A. Phillips, Jr.

(704) 668-2146

[email protected]

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