Phillip Wasserman has worked with life insurance and indexed annuities the vast majority of his life and has been licensed since 1979 in 40 states, employing more than 400 licensed agents country wide. His thickness as a leader may be tested through the 1000s of agents he's trained over time.
Phillip Wasserman is widely regarded as an invaluable guide and spokesperson, having advised insurance companies all over the nation and spoken to over 25,000 older persons about listed annuities, retirement planning, and life insurance. Businesses every where value his professional knowledge and experience in the field and usually ask him to advise them and speak because of their events. He's an important chief whose amount of experience is wanted and needed in several circles inside the aspects of life insurance and annuities.
When Rule 151A threatened the status of listed annuities as fixed insurance, Wasserman, out to conserve the strength of his work, instantly launched out to fight against it. After losing eight figures in legal fees, he managed to protect the annuity business from Rule 151A and is the salvation of many individuals benefitting from them.
Top insurance companies often look for Phillip Wasserman's advice on anything regarding life insurance, annuities, regulatory issues, and product development. He has been a part of over a million dollars worth of allowance purchases and has demonstrated a superb ability to accept huge projects and solve them responsibly. Phillip Wasserman's cause features, professional knowledge, and extensive experience have earned him the regard of established agencies and people global.
An outstanding event planner and fundraising master, Phillip Wasserman in addition has experienced charge of numerous philanthropic events which have allowed him to improve thousands and thousands of dollars for charities. In 2008, together with the effort of Dr. Donald Moine, Wasserman brought an event for the Big Brothers Big Sisters youth therapy company and managed to raise a whopping $60,000. Attending the function were leading insurance and security business representatives, who contributed generously.
