Phillip Roy Financial Services Announces New White Paper on Life
Insurance Titled ''Income Maximization''
SARASOTA, Fla. (Business Wire EON/PRWEB ) March 24, 2007 --
Phil Wasserman, president of Phillip Roy Financial Services,
a leading retirement income planning firm, has announced a new research
paper on life insurance and annuity use titled “Income
Maximization.”
"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 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.
See the original story at: http://eon.businesswire.com/releases/financial/phillip/prweb514067.htm
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