Phil-wasserman-financial

Phillip Wasserman, one of the nation's leading experts in life insurance and annuities, and president of Phillip Roy Financial Services, one of the leading firms in retirement income planning and sellers of annuities and life insurance, is announcing a new white paper on equity i …

Phillip Wasserman - Financial

Phillip Wasserman, one of the nation's leading experts in life insurance and annuities, and president of Phillip Roy Financial Services, one of the leading firms in retirement income planning and sellers of annuities and life insurance, is announcing a new white paper on equity i …

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Phillip Wasserman Challenges SEC Regulation and Wins

Following a two-year David vs. Goliath battle that pitted insurance agents against federal regulators, a federal appeals court now sides with insurance agents and allows them to remain the sellers of indexed annuities.

Phillip Wasserman Challenges SEC Regulation and Wins

Following a two-year David vs. Goliath battle that pitted insurance agents against federal regulators, a federal appeals court now sides with insurance agents and allows them to remain the sellers of indexed annuities.

Life and Disability Insurance

Life insurance and its sibling, disability insurance, are often overlooked by consumers, simply because no one wants to think about the worst. Yet these types of insurance products can protect you and your loved ones if the worst does happen.

The Truth About Life Insurance

Sadly, over 70% of the life insurance policies sold today are cash value policies. A cash value policy is an insurance product that packages insurance and savings together

Seniors Get a Hard Sell on Fee-Laden Annuities

Agents target the elderly's sizable assets, playing on their fears to push a product that may not meet their needs. Rich commissions drive tactics.

INSURANCE: Chip off the Old Rock

Today everybody expects to live longer. But the man who can give the best longevity estimate, at least for one out of every five Americans

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