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Phil 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. In addition, Phil has trained over 1,000 agents and spoken to over 25, 000 senior citizens about annuities and life insurance.
Phil is also the winner of the Alliznz Top Gun award as the leading representative out of almost 200, 000 representatives and the author of the widely used Outlasting the Storm; A Guide Retirement Planning and Annuities.
In 2008, Phil Wasserman, with the help of Dr. Donald Moine, did a sales training for charity attended by top insurance and security industry representatives.
The event raised over $60, 000 for Big Brothers Big Sisters.
Phil Wasserman led the industry fight against Rule 151A in order to save annuities. This successful fight cost Phil seven figures in legal fees but saved the annuity industry.
Phil Wasserman is regularly consulted by insurance companies regarding regulatory issues and product development and is recognized as a leading industry marketing specialist.
Phil Wasserman has been involved with over one billion dollars in annuity purchases.
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Phil Wasserman Annuities
Phil Wasserman's annuities blog discusses the importance of annuities and future retirement plans so customers can gain their own understanding of certain financial procedures to be aware of as they age.
Outlasting the Storm
Phillip Wasserman's book has been used to train over 8000 annuity salespeople and representatives. Amidst this precarious economic climate, investors are more uncertain than ever on the right avenues through which to allocate their retirement portfolios. Phillip Wasserman, one of the leading annuity experts
in the country, has written this easy, practical guide for the everyday investor to understand annuities, a retirement income planning tool based on safety and security but often misunderstood. This guide provides the basics for retirees to approach their financial advisors while feeling secure in their understanding about the products. Many financial advisors have capitalized on the fact that their clients have either been uninformed or at least believed that the "experts" should make their investment choices for them. To the contrary, the reader should walk away from this guide feeling informed and empowered, with a greater degree of control over their own retirement and livelihood. For the potential investor, reading a practical guide from an expert on annuities, allowing one the time to question and substantiate the claims being made, certainly carries less pressure than the average financial consultation. But this guide also has something for everyone: from the nervous retiree to the stock market junky to the self-informed financial wizard to the agent seeking for ways to better inform their clients about annuities. Putting aside all of the financial jargon, the hidden numbers, and the mistaken claims about annuities, Outlasting the Storm coherently explains perhaps the most significant financial product in a period of unprecedented financial volatility.