Lisa Phillips

SENIOR OPERATIONS ANALYST

Lisa has twenty-plus years of industry experience including relationship & project management and new business operations, specializing in annuities with former companies at AEGON/ Transamerica, Jefferson National & Nationwide. At DPL, Lisa works with carriers and members to facilitate the new business process, from the initial application through funding and issuing of a policy. Lisa earned her B.A. in Communications from Bellarmine University.

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.

Membership Details
Contact a dpl consultant

DPL

©2023 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.