Phillip Wasserman: Income Maximization Through a SPIA

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How many of you know the myriad of benefits a SPIA could provide you in retirement? How many of you even know what a SPIA is? In this presentation, Phillip Wasserman breaks down what a SPIA is, and how it can help solidify the security of your financial nest egg, ensuring a stable future for you and your loved ones.

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The Anti-annuity is Single Premium Indexed Universal Life. We explain its primary uses, its tax saving abilities and how it can be used with annuities or qualified money. The Anti-Annuity works similar to an annuity however your money is liquid. The purpose of this book is to help you understand how the Anti-Annuity works, so that you will be educated and make the right choice if you choose to use this powerful tax-saving tool.

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