Phillip Wasserman is recognized as one of the leading experts on annuities and tax-free wealth transfer strategies. With over 30 years of experience, he has trained thousands of agents and brokers nationwide.
Phillip has compiled the top research pieces in the industry, to create a research booklet called, “The Case for Annuities.” This booklet explains annuities on a personal and industry perspective.
The book starts from the very beginning with “Annuity Basics.” This helps explain everything from the simple terms associated with annuities, to the various types of annuities. Next, Phillip Wasserman talks about the most popular annuity today, the Hybrid Index Annuity. This annuity is fairly new to the market, but is increasing in popularity by the day.
Phillip’s booklet, “The Case for Annuities,” incorporates research pieces from the top industry leaders, colleges and insurance companies in the country to present an unbiased view. One of the most important research pieces is from Wharton Financial Institutions Center, which enlightens readers about investing their lump sum at retirement. Another important research piece is an article from Midland National Life Insurance Company, which breaks down and explains the often confusing index crediting methods.
All of the information and research included in the book can be requested here. You may also call direct to request-1-800-254-9567. Phillip Wasserman’s booklet helps the consumer understand annuities from top to bottom and how they can be implemented in your retirement plans.
Phillip Wasserman is the current president of American Tax & Annuity Advisors. He graduated with a B.A. in economics from Kalamazoo College and a law degree from Stetson University of Law. Phillip regularly speaks to seminar crowds to educate retirees about annuities and tax saving strategies. He has written many books and research pieces to help readers understand the complex world of retirement.
http://phillipwassermaninsurance.com
Contacts:
Phillip Wasserman, 800-254-9567
