The Profile of Phillip Wasserman

For a quarter of a century Phillip Wasserman has long been an essential figure in the annuity and retirement field and he is additionally author of Outlasting the Storm - A Guide to Retirement Planning and Annuities, a widely used book. He has built a distinguished career in his chosen specialty of annuities and insurance as a trainer, speaker, adviser and industry leader since being licensed in 1979.
Among his peers Phillip Wasserman is certainly an industry leader with a very highly regarded career and an extremely strong reputation. All over the country his book is referred to - - widely throughout, by agents. His accolades and achievements speak for themselves. His practical experience, however, speaks louder than anything including overseeing over 1 billion dollars in annuity purchases.Not only has Phillip Wasserman worked ceaselessly and successfully in the retirement field for nearly three decades but he has also found time to conduct a successful speaking career. His talks on the subjects of annuities and life insurance have been listened to by over 25,000 retired persons. His advice is regularly sought by trained professionals and retirees alike.
His fight against Rule 151a has been perhaps one of Phillip Wasserman's most famous achievements. This proposed regulation, which would have caused fixed indexed annuities to be treated as securities for regulatory purposes, was vehemently opposed in the insurance industry. This action was led by Phillip Wasserman and financed as well, to the tune of over a million dollars.
Phillip Wasserman directed a tremendously effective event for the Big Brothers and Big Sisters of Dallas in 2008 by putting his skills, his acclaim and his influence to work. Leadinginsurance and security brokers were participants. The affair, co-chaired with Dr. Donald Moine, brought in over $60,000 for the charities.
Phillip Wasserman started his retirement planning occupation and has now crafted it to always be a dependable practice that spans the nation. He's licensed in 40 states and has a network of over 400 brokers across the country. His talents are well-known in the field, as he has also trained over 1000 insurance agents .
There are a multitude of ways in which Phillip Wasserman has given to the retirement planning industry. He also donates time and money into the field at the legislative level, adding to his important contributions as a respected adviser on annuities and insurance products and his charitable efforts, helping to direct and protect the industry.
Phillip Wasserman has long been recognized on numerous occasions for his achievements. Amazingly, he is winner of the Allianz Top Gun award, chosen from a group of almost 200,000 insurance representatives. Regarding regulatory issues and product development, his knowledge is sought constantly by insurance companies. In the marketing world, his advice is also considered valuable.