Phillip Rothman

life insurance broker

cambridge, Massachusetts

Professional Profile

Call Me When

Call Me When... You want to understand how your life insurance is working

Contact Method

call me

Profession

  • Insurance
  • Professional Certifications

    Functional Expertise

  • Estate planning
  • Family business
  • Real estate
  • Risk management
  • Strategic planning
  • Tax
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services
  • Real Estate/Construction
  • Client Results

    Membership

    Greater Boston Individual Emerging Professional

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    to meet professionals that can service my clients

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