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Get acquainted with Phillip Wasserman In 2008 Phillip Wasserman executed a tremendously effective charity event for the Big Brothers and Big Sisters of Dallas by putting his skills, his reputation and his influence to work. Participants were leading insurance and security brokers. The event secured over $60,000 for the charities and was co-chaired with Dr. Donald Moine. For his career , Phillip Wasserman has received recognition in many instances. Notably, he is winner of Phil Wasserman the Allianz Top Gun award, chosen from a group of almost 200,000 insurance agents. His expertise regarding regulatory issues and product development is sought constantly by insurance companies. His knowledge is also valued in the world of marketing. Among his peers Phillip Wasserman is definitely an industry leader with a much-esteemed career and a spotless reputation. His book is referred to widely throughout, by brokers across the country. His awards and accomplishments stand out among others. His real-world experience, which includes managing over 1 billion dollars in annuity purchases, speaks louder than anything, however. Phillip Wasserman has contributed to the retirement planning industry in several ways. Helping to guide and safeguard the industry, he also donates time and money into the field at the legislative level, in addition to his valuable contributions as a trusted adviser on annuities and insurance products and his charitable efforts. Phillip Wasserman has engineered an esteemed practice that extends across the country since he began his retirement planning career. He is licensed in 40 states and has a network of over 400 associates throughout the country. Having also instructed over 1000 insurance agents, he's made his accomplishments renowned. Phillip Wasserman also finds time to conduct a an abundant speaking career as well as working relentlessly and adroitly in the retirement field for Phillip Wasserman 25 years . His speeches on the issues of annuities and life insurance have been listened to by over 25,000 seniors. Retirees and trained professionals alike constantly seek out his wisdom. Perhaps one of Phillip Wasserman's most recognized accomplishments has been his crusade against Rule 151a. Vehemently opposed in the insurance industry, this proposed rule would have caused fixed indexed annuities to be designated as securities for regulatory purposes. This fight was led by Phillip Wasserman and funded as well, to the tune of over a million dollars. For 25 years Phillip Wasserman has generated a reputation for himself within the annuity and retirement business and is a published writer, of the much-touted reference Outlasting the Storm - A

Get acquainted with Phillip Wasserman

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Page 1: Get acquainted with Phillip Wasserman

Get acquainted with Phillip Wasserman

In 2008 Phillip Wasserman executed a tremendously effective charity event for the Big Brothers andBig Sisters of Dallas by putting his skills, his reputation and his influence to work. Participants wereleading insurance and security brokers. The event secured over $60,000 for the charities and wasco-chaired with Dr. Donald Moine.

For his career , Phillip Wasserman has received recognition in many instances. Notably, he is winnerof Phil Wasserman the Allianz Top Gun award, chosen from a group of almost 200,000 insuranceagents. His expertise regarding regulatory issues and product development is sought constantly byinsurance companies. His knowledge is also valued in the world of marketing.

Among his peers Phillip Wasserman is definitely an industry leader with a much-esteemed careerand a spotless reputation. His book is referred to widely throughout, by brokers across the country.His awards and accomplishments stand out among others. His real-world experience, which includesmanaging over 1 billion dollars in annuity purchases, speaks louder than anything, however.

Phillip Wasserman has contributed to the retirement planning industry in several ways. Helping toguide and safeguard the industry, he also donates time and money into the field at the legislativelevel, in addition to his valuable contributions as a trusted adviser on annuities and insuranceproducts and his charitable efforts.

Phillip Wasserman has engineered an esteemed practice that extends across the country since hebegan his retirement planning career. He is licensed in 40 states and has a network of over 400associates throughout the country. Having also instructed over 1000 insurance agents, he's made hisaccomplishments renowned.

Phillip Wasserman also finds time to conduct a an abundant speaking career as well as workingrelentlessly and adroitly in the retirement field for Phillip Wasserman 25 years . His speeches on theissues of annuities and life insurance have been listened to by over 25,000 seniors. Retirees andtrained professionals alike constantly seek out his wisdom.

Perhaps one of Phillip Wasserman's most recognized accomplishments has been his crusade againstRule 151a. Vehemently opposed in the insurance industry, this proposed rule would have causedfixed indexed annuities to be designated as securities for regulatory purposes. This fight was led byPhillip Wasserman and funded as well, to the tune of over a million dollars.

For 25 years Phillip Wasserman has generated a reputation for himself within the annuity andretirement business and is a published writer, of the much-touted reference Outlasting the Storm - A

Page 2: Get acquainted with Phillip Wasserman

Guide to Retirement Planning and Annuities He has developed a distinguished career in his chosenpursuit of annuities and insurance as a trainer, speaker, adviser and industry leader since gettinglicensed in 1979.