OUR SERVICES
LIFE INSURANCE
Life insurance serves as
the basic building block of any
solid financial plan.
DISABILITY INSURANCE
An individual disability
income insurance policy can
help supplement your group
long term disability benefits
and protect a larger portion
of your income.
LONG TERM CARE
Long term care insurance is one
option that allows you to have
a plan in place to help protect
your assets and remain
EDUCATION
If you find yourself intimidated
by the ever-rising price of
higher education
RETIREMENT
Retirement may seem far
away, but it’s never too early
to determine how much
you’ll need and to begin the
process of saving.
ABOUT
At Plan with Phil, our mission is simple: to help families and individuals secure their futures with the right life insurance coverage. With over 17 years of experience in the insurance industry, we understand that no two clients are the same, which is why we offer access to multiple life insurance companies. This allows us to tailor policies that fit your specific needs and budget, ensuring you get the coverage that truly matters.
We proudly serve clients across all 50 states, offering a wide range of life insurance solutions, from term life to whole life and final expense insurance. Whether you’re just starting to think about your family’s financial security or you’re looking for comprehensive coverage, we’re here to guide you every step of the way.
What sets Plan with Phil apart is our commitment to personalized service. We don’t believe in one-size-fits-all solutions. Instead, we work closely with you to understand your goals, helping you choose the plan that provides peace of mind and security for the future.
Let’s build your plan together. With Plan with Phil, you’ll have a trusted partner who’s dedicated to helping you protect what matters most.
FAQ’S
1 in 3 households in the United States have no life insurance at all!
Survey says one in four families feel that they need more insurance or needs to purchase some type of insurance. Losing a loved one can devastate a family mentally and financially.
One in three wishes their spouse or partner would purchase more life insurance to make sure their family is secure. More and more families get insurance on both partners nowadays.
54% of those likely to buy didn’t purchase it because they “have not gotten around to it” or was too busy to do it. Most Americans feel that the insurance from work is generally sufficient but only to find out the coverage is barely enough to cover most things.
65% of all Americans agree that they all need more life insurance and it is an important financial decision to make as soon as you can. Insurance rates get more expensive as you get older and it is always best to lock it in when you are young and healthy to get the best possible rate.
TESTIMONIAL
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Phil helped me plan my finances so I can retire without any financial burdens. Very personal and sincere.
Aaron Wong
September 19, 2018Was nervous about meeting up with someone to discuss life insurance for the first time. Phil made the entire experience very comfortable and answered all my questions. I highly recommend him!
Jin C
September 19, 2018He's great, amazing, loved working with him. Highly recommend. 5/5
Chanel Kucharczyk
September 19, 2020 -
Phillip’s a great listener and understood what type of insurance that I needed that tailored to my family.
Julie Chen
September 19, 2018Phillip provides legendary customer service to his clients. He understands his clients needs and provides insightful financial advices.
Gordon Ng
September 19, 2018
I was very confused about all the different types of life insurance policies out there. After a quick phone call, I had a better idea of what I wanted and Phil made it easy for me to decide how I wanted to get the protection for my family.
Had a great experience shopping for life insurance, it was easy, straightforward and we got a plan set up within 20 minutes.