The Secret to Tax-Free Wealth Transfer

retirement3No matter how much money or possessions you amass in life, they will be of no use when you die. Unfortunately, taxes in this country are so rampant and repugnant, wealth planning at the hands of inexperienced or ill informed advisers can make your money a tax magnet for every government leach on the dole for your hard earned money.

This is why you need Tax-Free Wealth Transfer to help put the power of your money back in your hand and keep it away from those who didn’t work for it.

The Secret is Out In The Open

Consider a situation where you worked for years at the same job, and struggled every day to take care of your family and set some money aside for a rainy day.

While you have been paying tax on every dime of interest you earned, rich people have been getting off scot-free because they know how to invest their money in specialized life insurance plans. This one tiny secret and loophole in the tax code is so highly guarded, it is often referred to as the “770 Club”.

Normally, you don’t get access to this “club” or find out about it unless you have the very best wealth planner and enough money to associate with elites that know the secret.

Today, more people are finding out about Tax-Free Wealth Transfer. If you have annuities, IRAs, regular life insurance, stocks, bonds, and other investments, they can all be transferred into a tax free haven in a matter of moments.

We will give you all the information you need, as well as provide you with a list of the best and most stable insurance companies. Don’t wait another minute to protect your assets from estate taxes and secure them for future generations in the bargain.

Phil Wasserman Talks Guaranteed Funds

Phil WassermanMany states offer guarantee funds, which helps them to pay out their claims.

Rarely advertised, these funds are similar to FDIC protection annuities, life insurance, long-term care insurance, and health insurance. These state funds offer you a high level of trust in the product, and will help to protect you and your wealth.

These annuities are some of the safest financial instruments available today.

Should You Invest in Annuities?

Phil Wasserman AnnuitiesWhen you’re looking for steady income that’s guaranteed for life, or need to protect your principal and protect your money from inflation, annuities are for you.

You can choose from various options which will match your risk tolerance, options which will protect your assets in case of death, allowing your heirs to benefit, or options for viable tax deductions that will benefit your overall tax structure. If you’re looking for the above, then an annuity should be in your future.

By: Phil Wasserman

Phil Wasserman – Benefits of Annuities

nestegg2An annuity allows you to grow your investment in a tax-deferred environment. It allows you to invest any amount you want, will help you to avoid probate, and more importantly, cannot be touched by any creditors.

Annuities can be the perfect investment vehicles for IRA’s, and other plans that meet specific qualifications.

It’s important to note that fixed and immediate annuities have NO FEES, and many indexed ones also have no fees. If you die, your heirs receive funds from fixed, variable and indexed annuities.

Phil Wasserman – What is an Annuity?

Phil Wasserman AnnuitiesIn simple terms, an annuity is simply a contract between an insurance company and yourself. Usually there are four that you will use. They are; variable, fixed, immediate, and indexed annuities. They can be purchased with a lump sum, or through numerous payments over your lifetime. Once retired, they’ll provide regular, periodic payments to you, in the time frame you designate.

This provides you with income for your retirement years and is dependent on your financial goals, the value of your portfolio and your individual tax situation. This is why it’s important to have a financial planner help guide you through the process, in order to assure that you have a financially comfortable retirement.

Understanding Annuities and Life Insurance

There are over one million people licensed to sell annuities nationwide. Unfortunately, most of these well-intentioned people are ill-prepared and poorly trained to sell a product that can be a powerful retirement income planning tool. I once did a training seminar for about one hundred agents in Atlanta, Georgia. I asked how many of the agents represented a well-known company and about ninety percent raised their hands. I then offered $100 to the first agent who could explain how that company’s most popular product worked – one with a two-tier strategy (explained later in the book) – to the rest of the group. Not a single agent came forward. So when several class action suits were filed against that company, I wasn’t surprised.

I remember another time an agent I know contacted one of my clients, who then called me concerned. The agent had told the client how he would do things differently – and worried the client – yet this agent had never even sold as many annuities in his life as the client owned. Yes, even in our field, beyond the well-intentioned, there are morons. I want to help you understand annuities and life insurance so that you will be educated and make the right choices if you choose to use these powerful tools.

Phil Wasserman – The Basics of Annuities

An annuity allows you to grow your investment in a tax-deferred environment. It allows you to invest any amount you want, will help you to avoid probate, and more importantly, cannot be touched by any creditors. Annuities can be the perfect investment vehicles for IRA’s, and other plans that meet specific qualifications. It’s importantto note that fixed and immediate annuities have NO FEES, and many indexed ones also have no fees. If you die, your heirs receive funds from fixed, variable and indexed annuities.

Thanks

Phillip Roy Wasserman

(Financial Consultants)