Phase2 - About Us

Our Mission

As wholesalers of financial products and services, it is Phase²’s mission to provide structured settlement brokers and professionals with high quality, comprehensive product solutions and services ancillary to the structured portion of their clients settlement. It’s been our experience that the products and services we offer greatly enhance the structured settlement professional’s ability to generate additional business opportunities and grow their bottom line, while at the same time strengthening and expanding their relationships with their attorney and accident victim clients. We are here to serve you and your clients at this crucial time in their lives.

Who is Phase²?

We are wholesalers of financial products and services with over 60 years of experience in the settlement, insurance and financial services industries.  In the process of providing products and services for use by financial and settlement professionals, our value lies in our industry experience and expertise in case design, product knowledge, and general sales acumen.  We position our services as your resource in helping you provide your clients with the highest quality recommendations for their financial needs. Whether they need an additional income stream, to pass their assets efficiently to the loved ones, or to protect their assets from creditors, our focus is to bring you the best products and solutions. As a wholesale organization we are compensated for our services by the providers we represent – 100% of the commissions from the Annuity products your clients utilize are fully yours, thereby allowing you to better serve your clients as well as to better grow your bottom line. 

About Annuco

Our partner Annuco specializes in the wholesale distribution of Fixed and Fixed Index Annuity products.  Annuco represents over forty five different insurance companies and Annuco’s team of wholesalers and sales professionals are highly knowledgeable in the products offered by these companies.  Annuco’s professional staff will work with you on case design, and in developing suitable product solutions based on each unique client situation.  They also will ensure that you are appropriately licensed and appointed for the sale of the selected product including handling all paperwork and processing. They are available to assist with illustration support and provide all product marketing materials for use with your client. Furthermore, when necessary, they are available to meet with you and your client to assist in product and case presentations. Annuco’s product offerings are all designed to provide a high degree of safety focusing on client objectives such as preservation of capital or generating lifetime income, and can be placed after the structured settlement annuity is completed or as part of a settlement plan in conjunction with the placement of the structured settlement annuity.  The annuity products offered through Annuco will allow the settlement professional to not only further deepen their existing client relationships, but also to realize enhanced revenue generation and business development opportunities.