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Phillip Wasserman is one of the leading annuity and life experts.
Licensed since 1979, he is licensed in almost 40 states and has almost 400 licensed representatives working with him
throughout the country. Phillip Wasserman is the winner of the Allianz top gun award as the leading representative out of almost 200000 representatives Is the author of the widely used “Outlasting the storm a guide to retirement planning and annuities”. Phillip Wasserman has trained over 1000 agents and spoken to over 25000 seniors about annuities and life insurance.
In 2008 Phillip Wasserman with Dr Donald Moine did a sales training event in Dallas for charity
with top insurance and security Industry reps
attending. The event raised over $60,000 for big brothers big sisters.
Phillip Wasserman led the industry fight against rule 151a to save annuities.
This successful fight cost Phillip 7 figures in legal fees but saved the Annuity industry.
Phillip Wasserman is regularly consulted by insurance companies regarding regulatory issues and product development
and is recognized as a leading Industry marketing specialist.
Independent financial planner/advisor.
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