Term Life Advisors works to assist clients with implementing insurance and financial strategies to meet their retirement, estate and business planning objectives including business continuation and charitable giving plans. Through consistent effort and a reputation for integrity, the firm has built a solid base of satisfied clients who have highly recommended them to their friends and colleagues.

The Principals

Philip Doak  began his financial career in 1988 and has an extensive background in mortgage, commercial and consumer lending with major corporations and his own firm. He is a member of the prestigious Million Dollar Round Table and has been cited for numerous national quality and achievement awards.

Philip Doak joined the financial services industry in 1977. His background includes the asset valuation and operational budget planning for multi-million dollar commercial and agricultural businesses. Philip is also a member of the Million Dollar Round Table and has received several national quality and achievement awards, as well.

The History

A desire to pool their expertise and advanced planning ideas led Philip to form Term Life Advisors. They are active in business and industry organizations, plus several local and statewide nonprofit groups.

Learn more about our Staff

Philip Doak President