Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Lisa Phillips


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.

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.