In combination with working tirelessly and skillfully in the retirement field for 25 years, Phillip ...

1. Phillip Wasserman: Writer of Outlasting the Storm
In combination with working tirelessly and skillfully in the retirement field for 25 years, Phillip
Wasserman also finds time to facilitate an abundant speaking career. He has spoken to over 25,000
retired persons on the subjects of annuities and life insurance. Retirees and pros alike regularly seek
his advice.
For a quarter of a century Phillip Wasserman has been a major person in the annuity and retirement
industry and he is additionally author of Outlasting the Storm - A Guide to Retirement Planning and
Annuities, a well-known reference. A coach, presenter, adviser and industry leader, he has built a
highly respected Phil Wasserman career in his chosen pursuit of annuities and insurance since
becoming licensed in 1979.
In 2008 Phillip Wasserman put his knowledge, his reputation and his influence to work and
conducted a remarkably effective charity event for the Big Brothers and Big Sisters of Dallas.
Leadinginsurance and security reps were those in attendance. Dr. Donald Moine co-chaired the
affair , which secured over $60,000 for the charities .
There are several ways in which Phillip Wasserman has added to the retirement planning industry.
Adding to his valuable contributions as a esteemed adviser on annuities and insurance products and
his charitable efforts, he also donates time and money into the field at the legislative level, helping
to direct and safeguard the industry.
With a very highly regarded career and a stellar reputation among his peers, Phillip Wasserman is
undoubtedly an industry leader. Across the country his book is referred to widely throughout, by
agents. His accolades and achievements stand out among others. However, nothing speaks louder
than his actual experience, which includes directing over 1 billion dollars in annuity purchases .
Phillip Wasserman has long been recognized in many instances for his accomplishments. He won the
Allianz Top Gun award, notably chosen from a group of almost 200,000 insurance brokers.
Regarding regulatory issues and product development, his knowledge is sought regularly by
insurance companies. In the world of marketing, his knowledge is also valued.

2. Phillip Wasserman commenced his retirement planning business and has now developed it to
become an esteemed practice that extends across the nation. He's licensed in 40 states and has a
network of over 400 associates all over the country. He has also instructed over 1000 insurance
agents, so his Phil Wasserman accomplishments are famous in the field.
Among his most widely known achievements would be the efforts against Rule 151a . This proposed
regulation, which would have caused fixed indexed annuities to be designated as securities for
regulatory purposes, was strongly opposed in the insurance industry. Phillip Wasserman directed the
fight and bankrolled it as well, costing him over a million dollars.