Phil Naftolin
Licensed Field Underwriter
Phil Naftolin began his career in financial services in 1994 as an equity trader, where he developed a deep understanding of risk management and financial planning. Throughout his career, he has educated countless individuals on the importance of protecting their financial future and making sound, risk-conscious decisions.
After overcoming a personal battle with cancer in 2001, Phil was inspired to transition into the life insurance industry. Since then, he has dedicated his career to helping families and individuals secure their futures through personalized life insurance solutions. His areas of expertise include Mortgage Protection, Income Replacement, Final Expense, and Legacy Planning.
Phil believes that relationships and integrity are the foundation of every successful client partnership. He is committed to providing exceptional service, taking the time to understand each client's unique needs and goals before recommending tailored protection strategies. His extensive knowledge, experience, and client-first approach have enabled him to build lasting relationships with the families he serves.
Known for his honesty, professionalism, and genuine care for others, Phil takes great pride in helping clients achieve peace of mind through comprehensive life insurance planning.
Outside of work, Phil enjoys spending time outdoors, especially on the golf course. Most importantly, he treasures time with his wife and two daughters. A proud #GirlDad and devoted animal lover, Phil values family, community, and creating meaningful connections both personally and professionally.
