Phil Graham Email and Phone Number
Phil Graham work email
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Phil Graham personal email
Phil Graham phone numbers
At BLP we bring innovative products and distribution onto modern financial planning platforms. We do not disturb or disrupt an advisor’s current product and marketing relationships including their IMO, RIA, and Broker Dealer. We hyper focus on single products to solve specific needs for the advisor and their client. Our core product is an exclusive Beneficiary Liquidity Plan® that gives the beneficiaries access to funds in 24-48 hours after the insured’s death. This product monetizes the advisor’s current client relationships and more importantly, the liquidity event greatly increases the advisor’s ability to maintain control of the assets to the next generation. Our BLP online Playbook allows us to create hassle-free implementation and generate significant revenue for the advisor in as little as two weeks. We also support some of the largest IMO's and insurance companies with the fulfillment of our proprietary Beneficiary Liquidity Plan®.Annuity, Life Insurance, Final Expense, Long-Term Care, AUM, Financial Planning, Income Planning, RIA, Broker Dealer
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Ceo And Creator Of The Beneficiary Liquidity Plan®The Beneficiary Liquidity Plan® Jan 2019 - PresentPhil is the driving force behind the development and innovation of our company. His vision was and is to develop a product platform that does not disturb an advisor’s current IMO, Broker Dealer or RIA relationships while creating unique opportunities that solve important client needs. Phil brings more than 25 years of financial services experience designing and distributing products through advisors and over his career has lead the efforts of over $22 Billion in insurance, investment and annuity sales. He has been a partner in a large IMO, a Broker Dealer and a RIA which gives him unique insight and crossover experience. Phil holds his insurance license and held his series 7,63, 24 and 66 licenses.
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Managing DirectorAxio Group Llc Jul 2017 - Dec 2018New York, UsAs AXIO’s Managing Director, Phil consulted with the executive team to build out the insurance distribution platform including product, marketing and infrastructure. He brought on two new carrier relationships: Brighthouse’s Shield annuity and Eagle Life’s fee indexed annuity. Phil also worked directly with Broker Dealers and RIA’s to make sure AXIO’s Structured Products had continued market share and sales. During 2017-2018 sales grew from $2 billion to over $3 billion year over year. -
Chief Sales OfficerFinancial Independence Group Jan 1998 - Jul 2017Cornelius, Nc, UsAs Financial Independence Group’s (FIG) former Chief Sales Officer and Partner, Phil was responsible for overseeing the growth strategy and sales team for the company. Phil also worked directly with some of the most successful insurance agents and financial advisors in the industry and strategically with top RIAs and Broker Dealers. During his time with FIG Phil help grow sales from $12 Million a year to over $2.3 Billion in 2016
Phil Graham Skills
Phil Graham Education Details
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Appalachian State UniversityBussiness And Applied Communications
Frequently Asked Questions about Phil Graham
What company does Phil Graham work for?
Phil Graham works for The Beneficiary Liquidity Plan®
What is Phil Graham's role at the current company?
Phil Graham's current role is CEO @ The Beneficiary Liquidity Plan® | Insurance Innovator.
What is Phil Graham's email address?
Phil Graham's email address is pg****@****ork.com
What is Phil Graham's direct phone number?
Phil Graham's direct phone number is +170489*****
What schools did Phil Graham attend?
Phil Graham attended Appalachian State University.
What are some of Phil Graham's interests?
Phil Graham has interest in Politics, Education, Children, Economic Empowerment.
What skills is Phil Graham known for?
Phil Graham has skills like Fixed Annuities, Retirement Planning, Insurance, Life Insurance, Estate Planning, Long Term Care, Term Life Insurance, Investments, Health Insurance, Wealth Management, Strategic Financial Planning, Iras.
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