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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.

DPL


©2020 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.

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