Phil Graham Email & Phone Number

Phil 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.

New York, Us

As 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.

Cornelius, Nc, Us

As 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