AeroLeads people directory · profile
David Phillips J.D. ,Clu, Aep® Email & Phone Number
Head of Advanced Planning and Insurance Distribution
at
GLP Financial Group
1 work email found
@massmutual.com
3 phones found area 517
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Advanced Planning and Insurance Distribution
Location
Detroit Metropolitan Area, United States, United States
Who is David Phillips J.D. ,Clu, Aep®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Phillips J.D. ,Clu, Aep® is listed as Head of Advanced Planning and Insurance Distribution at GLP Financial Group, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a work email signal at massmutual.com, phone signal with area code 517, and a matched LinkedIn profile for David Phillips J.D. ,Clu, Aep®.
David Phillips J.D. ,Clu, Aep® previously worked as Advanced Sales Attorney/ Firm Principal at Axis-Fidelity Consulting and Sr. Advanced Sales Attorney with MassMutual Strategic Distribution at Massmutual. David Phillips J.D. ,Clu, Aep® holds Doctor Of Law (J.D.), Estate Planning from Thomas M. Cooley Law School.
Company email context
Email format at GLP Financial Group
This section adds company-level context without repeating David Phillips J.D. ,Clu, Aep®'s masked contact details.
*@massmutual.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Phillips J.D. ,Clu, Aep®. Compare company email patterns before reaching out.
Profile bio
About David Phillips J.D. ,Clu, Aep®
I work with closely-held businesses designing advanced planning solutions for business succesion, executive compensation, charitable giving and estate planning that manage risk and provide tax-efficient wealth transfer.I assist advisors in incorporating life insurance as an asset class that often produces higher risk adjusted profolio returns than traditional fixed-income models.
Listed skills include Employee Benefits, Healthcare, Insurance, Real Estate, and 29 others.
Current workplace
David Phillips J.D. ,Clu, Aep®'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
David Phillips J.D. ,Clu, Aep® work experience
A career timeline built from the work history available for this profile.
Advanced Sales Attorney/ Firm Principal
Current
Axis-Fidelity Consulting
Business, Estate and Insurance Planning Firm. Offering Investment Consulting for institutional retirement plans and group insurance benefits.
Jan 2022 - Present
Sr. Advanced Sales Attorney With Massmutual Strategic Distribution
Feb 2021 - Jan 2022
Managing Director
Jun 2018 - Feb 2021
Vice President, Advanced Planning Group
Jun 2015 - Aug 2017
Vice President, Advanced Planning
Jun 2015 - Aug 2017
Vice President, Sr. Regional Advanced Planning Advisor
Leveraging insurance as a tax-efficient non- correlated asset class, in estate planning, business planning, executive compensation, and other advanced applications.
Jun 2015 - Jul 2017
Life Insurance, Trust, & Asset Management
Jun 2013 - Jun 2015
Principal
Cleawater Benefits Group
Cleawater Benefits Groups delivers customized benefit solutions for both businesses and individuals at 25-50% below traditional benefits models.We do this by leveraging relationships with top tier major medical, life, dental, and disability insurance providers and implimenting stragegies that maximize recent changes in legislation to reduce and stabilize.
Mar 2009 - Jun 2013
Financial Advisor
Lucido-Morris Wealth Management
- Partnered with local Wealth Management Firm providing comprehensive wealth management with a focus on leveraging life insurance as a tax efficient asset class for high net worth clients.
- Provided analysis of Disability, Major Medical, Medical Malpractice and Life insurance gaps and coverages for self-employed and business owners and implemented recommended solutions.
- Executed educational programs for multiple physician residency programs in conjunction with attorneys & practice consultants, converting relationships to revenue!
Jan 2012 - Jan 2013
Group Sales Representative
- Achieved 3 out of 4 possible Pursuit of Excellence Awards (6 mos. At 150% of quota 1st 2 years)
- Command leader in establishing new group accounts- building relationships with benefit brokers
- Highest revenue (premium)generated for similarly tenured reps in state (Less than 5 years)
- Half of 2 member team that achieved Office of The Year Award my first full year on plan 2006
- Most profitable book of business in the State of Michigan 2007 all reps, all tenures
- Highest close to quote percentage in the state of Mich. 42% (National avg. 18% )
Jun 2005 - Mar 2009
3 education records
David Phillips J.D. ,Clu, Aep® education
Doctor Of Law (J.D.), Estate Planning
Thomas M. Cooley Law School
Bachelors, Communications, Marketing Concentration
Marymount Manhattan College
High School Diploma, College Prep
Farmington High School
FAQ
Frequently asked questions about David Phillips J.D. ,Clu, Aep®
Quick answers generated from the profile data available on this page.
What company does David Phillips J.D. ,Clu, Aep® work for?
David Phillips J.D. ,Clu, Aep® works for GLP Financial Group.
What is David Phillips J.D. ,Clu, Aep®'s role at GLP Financial Group?
David Phillips J.D. ,Clu, Aep® is listed as Head of Advanced Planning and Insurance Distribution at GLP Financial Group.
What is David Phillips J.D. ,Clu, Aep®'s email address?
AeroLeads has found 1 work email signal at @massmutual.com for David Phillips J.D. ,Clu, Aep® at GLP Financial Group.
What is David Phillips J.D. ,Clu, Aep®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 517 for David Phillips J.D. ,Clu, Aep® at GLP Financial Group.
Where is David Phillips J.D. ,Clu, Aep® based?
David Phillips J.D. ,Clu, Aep® is based in Detroit Metropolitan Area, United States, United States while working with GLP Financial Group.
What companies has David Phillips J.D. ,Clu, Aep® worked for?
David Phillips J.D. ,Clu, Aep® has worked for Glp Financial Group, Axis-Fidelity Consulting, Massmutual, Comerica Bank, and Aaa.
How can I contact David Phillips J.D. ,Clu, Aep®?
You can use AeroLeads to view verified contact signals for David Phillips J.D. ,Clu, Aep® at GLP Financial Group, including work email, phone, and LinkedIn data when available.
What schools did David Phillips J.D. ,Clu, Aep® attend?
David Phillips J.D. ,Clu, Aep® holds Doctor Of Law (J.D.), Estate Planning from Thomas M. Cooley Law School.
What skills is David Phillips J.D. ,Clu, Aep® known for?
David Phillips J.D. ,Clu, Aep® is listed with skills including Employee Benefits, Healthcare, Insurance, Real Estate, Comprehensive Wealth Management, Medical Malpractice, Professional Malpractice, and Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial