phil wasserman and the end of taxes
DESCRIPTION
Phil Wasserman says the powerful information that follows will help you in your tax and retirement planning. http://philwasserman.com/TRANSCRIPT
![Page 1: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/1.jpg)
Are You Up All Night Worrying About Taxes?
americantaxandannuity.com
![Page 2: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/2.jpg)
Please read the powerful information that follows.
![Page 3: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/3.jpg)
It will help you A LOT in your tax planning!!
And read about Free Long-Term Care Coverage Benefits!!
![Page 4: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/4.jpg)
The End of Taxes
![Page 5: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/5.jpg)
They used to say only death & taxes were certain - now they need
to find a new saying!
![Page 6: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/6.jpg)
They used to say only death & taxes were certain - now they need
to find a new saying!
![Page 7: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/7.jpg)
One of our reps had a client who had just inherited an annuity he
had sold to her father. The annuity had done great, almost doubling in
value – tax deferred.
![Page 8: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/8.jpg)
There was a big problem – and the daughter now owed 6 figures –
that’s right 6 figures in income tax, from the deferred profit. “What
can she do,” he asked? “How does she get out of the taxes?”
![Page 9: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/9.jpg)
“She doesn’t,” Our CPA replied, and then the rep said, “We have
sold hundreds of millions of dollars in annuities. Most people don’t use them for income – What happens when they die? Think of the taxes due by their spouses and heirs.”
![Page 10: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/10.jpg)
Annuities are tax deferred like IRA’s. But unlike IRA’s, when someone inherits an annuity
ordinary income tax is due, all of it, on the profit immediately. OUCH!
![Page 11: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/11.jpg)
We related this issue to a friend of ours, Scott, who was a regional Vice-President of a highly rated insurance
company at the time. He listened and then said “ I have the solution – now listen again." Scott was right –
he had a magical new product.
![Page 12: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/12.jpg)
This new product – I call it Tax-Free Wealth Transfer, has everything a
retiree who wants to pass on money could want!
![Page 13: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/13.jpg)
What is Tax-Free Wealth Transfer?
![Page 14: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/14.jpg)
“Think of it as a tax free piggy bank”
![Page 15: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/15.jpg)
Have you ever heard the saying, “the Devil you know is better than
the Devil you don’t know?”
![Page 16: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/16.jpg)
Tax-Free Wealth Transfer is the solution to the Devil you know.
![Page 17: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/17.jpg)
Tax-Free Wealth Transfer is the Solution to:
![Page 18: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/18.jpg)
Giving a spouse more money when you die – perhaps replacing a pension loss
Replacing highly taxable annuities and IRA’s with tax-free money
An alternative to low rate Certificates of Deposit
![Page 19: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/19.jpg)
What is Tax-Free Wealth Transfer?
![Page 20: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/20.jpg)
Is it life insurance?
It isn’t life insurance
It is a type of life insurance
People hate life insurance – but with Tax-Free Wealth Transfer, you can love it – Why?
![Page 21: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/21.jpg)
It’s EASY!
NO Physical!
NO Doctor’s Reports!
![Page 22: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/22.jpg)
Just a few easy questions – and even if you think you won’t qualify
![Page 23: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/23.jpg)
YOU PROBABLY WILL!
![Page 24: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/24.jpg)
Questions you may have:
![Page 25: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/25.jpg)
Am I too old?
Tax-Free Wealth Transfer is issued up to age 85.
![Page 26: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/26.jpg)
Do I get access to my money?
Tax-Free Wealth Transfer can be 70% to 100% liquid without penalty right away. For real - your money is
available to you!
![Page 27: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/27.jpg)
I hate life insurance.
Traditional life insurance is an expense – Tax-Free Wealth Transfer products are really just an asset
transfer into a tax free wrapper with an increase in tax free death benefits – so your loved ones get their
money tax free.
![Page 28: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/28.jpg)
My annuities have surrender penalties.
The increased tax free death benefit almost always covers any surrender penalties and more.
![Page 29: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/29.jpg)
My advisor says my annuities are fine.
Your annuities are fine but if you aren’t using them, your annuities are a huge tax trap – Your advisor
probably doesn’t understand the tax implications – an expensive lack of knowledge that will hurt your spouse
and heirs.
![Page 30: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/30.jpg)
Who has my money?
Highly Rated Top Quality Insurance Companies.
![Page 31: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/31.jpg)
Will my money grow?
Many Tax-Free Wealth Transfer products are indexed to the S&P 500 for growth opportunities.
![Page 32: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/32.jpg)
The Huge Benefits of Tax-Free Wealth Transfer
![Page 33: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/33.jpg)
Easy Process
TAX FREE Death Benefits
Liquidity
FREE ACCELERATED BENEFITS FOR NURSING HOME & LONG TERM CARE, HOME HEALTH CARE & SERIOUS
ILLNESS
![Page 34: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/34.jpg)
ACT NOW!
![Page 35: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/35.jpg)
Upon death your money may be subject to:
The New Federal Estate TaxState Estate TaxesState Income Tax
Federal Income Tax (especially unused annuities)
![Page 36: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/36.jpg)
Here's what your peers have to say:
![Page 37: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/37.jpg)
Jan & Bill V. – Phil showed us how to save our heirs $92,000 in taxes!
Samuel & Beth C. – Phil helped us figure out how to
have Beth replace my pension if I died – We had been so worried but are now happy and relieved.
![Page 38: Phil Wasserman and the End of Taxes](https://reader036.vdocuments.site/reader036/viewer/2022062315/568bd5c01a28ab2034999c66/html5/thumbnails/38.jpg)
CALL NOW (800) 254-9567!!
americantaxandannuity.com