1. The Life and Times of Phillip Wasserman
Phillip Wasserman has given to the retirement planning industry in a multitude of ways. Besides his
beneficial contributions as a trusted adviser on annuities and insurance products and his charitable
efforts, he also pours time and money into the field at the legislative level, helping to direct and
defend the industry.
Phillip Wasserman also finds time to conduct a a prolific speaking career as well as working
ceaselessly and professionally in the retirement field for 25 years . His talks on the issues of
annuities and life insurance have been heard by over 25,000 retired persons. His wisdom is
continuously sought-after by pros and retirees alike.
Among his peers Phillip Wasserman is undoubtedly an industry leader with a well-respected career
and an extremely strong reputation. Across the country his book is used widely throughout, by
brokers. His accolades and achievements speak for themselves. However, nothing speaks louder
than his real-world experience, which includes overseeing over 1 billion dollars in annuity purchases
.
Phillip Wasserman has built a proven practice that extends across the country since he began his
retirement planning occupation. He has a network of over 400 agents all over the country and is
licensed in 40 states. He has also guided over 1000 insurance agents, so his accomplishments are
legendary in the field.
His crusade against Rule 151a has been perhaps one of Phillip Wasserman's most widely known
achievements. This proposed legislation, which would have caused fixed indexed annuities to be
treated as securities for regulatory purposes, was strongly opposed in the insurance industry. This
action was directed by Phillip Wasserman and bankrolled as well, to the tune of over a million
dollars.
2. For his achievements , Phillip Wasserman has received recognition several times. Amazingly, he is
winner of the Allianz Top Gun award, selected from a pool of almost 200,000 insurance
representatives. His knowledge regarding regulatory issues and product development is sought
regularly by insurance companies. His advice is also valued in the subject of marketing.
In 2008 Phillip Wasserman Phil Wasserman executed a highly successful charity event for the Big
Brothers and Big Sisters of Dallas by putting his knowledge, his acclaim and his influence to work.
Those in attendance were noted insurance and security agents. The event, co-chaired with Dr.
Donald Moine, brought in over $60,000 for the charities.
For 25 years Phillip Wasserman has produced a reputation for himself within the annuity and
retirement business and is also a published writer, of the well-known reference Outlasting the Storm
- A Guide to Retirement Planning and Annuities He has developed a distinguished career in his
chosen pursuit of annuities and insurance as a trainer, speaker, adviser and industry leader since
being licensed Phil Wasserman in 1979.
