Life Insurance and annuities are an area of great interest to the boomer generation and retirees in general
SARASOTA, Fla. (PRWEB) March 24, 2007
"Life Insurance and annuities are an area of great interest to the boomer generation and retirees in general," says Wasserman, and this new research paper helps explain the combined use of them to maximize income and minimize estate taxes to retirees and their families."
Phillip Roy Financial Services has already disseminated the white paper to over 500 top financial planners nationwide and will continue to offer it free of charge to financial advisors, insurance agents and the public. Copies may be obtained by calling 888-225-8161 or may be downloaded at the company's web site http://www.philliproyfinancial.com.
The white paper covers the combined use of annuities with life insurance to provide a lifetime guaranteed income while preserving wealth to the next generation. It is one in a series of white papers Phillip Roy Financial Services has published on topics relating to retirement income planning.
Phillip Roy Financial Services trains hundreds of financial planners, insurance agents and advisors monthly in the use of annuities in retirement income planning. Phil Wasserman also speaks to thousands of retirees yearly on the subject of annuities and life insurance.
About the company
Phillip Roy Financial Services is a leading firm in annuities and life insurance nationwide with thousands of clients. Phil Wasserman is a sought after speaker on annuities and life insurance and has published and written many articles on the use of annuities and life insurance in retirement income planning.