Phil Wasserman and the End of Taxes

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Are You Up All Night Worrying About Taxes?
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Please read the powerful information that follows.
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It will help you A LOT in your tax
planning!!And read about Free Long-Term Care
Coverage Benefits!!
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The End of Taxes
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They used to say only death taxes were certain
- now they need to find a new saying!
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They used to say only death taxes were certain
- now they need to find a new saying!
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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.
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There was a big problem and the daughter now
owed 6 figures thats right 6 figures in income
tax, from the deferred profit. What can she
do, he asked? How does she get out of the
taxes?
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She doesnt, Our CPA replied, and then the rep
said, We have sold hundreds of millions of
dollars in annuities. Most people dont use them
for income What happens when they die? Think of
the taxes due by their spouses and heirs.
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Annuities are tax deferred like IRAs. But
unlike IRAs, when someone inherits an annuity
ordinary income tax is due, all of it, on the
profit immediately. OUCH!
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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.
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This new product I call it Tax-Free Wealth
Transfer, has everything a retiree who wants to
pass on money could want!
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What is Tax-Free Wealth Transfer?
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Think of it as a tax free piggy bank
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Have you ever heard the saying, the Devil you
know is better than the Devil you dont know?
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Tax-Free Wealth Transfer is the solution to the
Devil you know.
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Tax-Free Wealth Transfer is the Solution to
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Giving a spouse more money when you die perhaps
replacing a pension lossReplacing highly
taxable annuities and IRAs with tax-free
moneyAn alternative to low rate Certificates
of Deposit
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What is Tax-Free Wealth Transfer?
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Is it life insurance?It isnt life
insuranceIt is a type of life insurancePeople
hate life insurance but with Tax-Free Wealth
Transfer, you can love it Why?
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Its EASY!NO Physical!NO Doctors Reports!
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Just a few easy questions and even if you
think you wont qualify
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YOU PROBABLY WILL!
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Questions you may have
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Am I too old?Tax-Free Wealth Transfer is issued
up to age 85.
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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!
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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.
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My annuities have surrender penalties.The
increased tax free death benefit almost always
covers any surrender penalties and more.
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My advisor says my annuities are fine.Your
annuities are fine but if you arent using them,
your annuities are a huge tax trap Your advisor
probably doesnt understand the tax implications
an expensive lack of knowledge that will hurt
your spouse and heirs.
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Who has my money?Highly Rated Top Quality
Insurance Companies.
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Will my money grow?Many Tax-Free Wealth
Transfer products are indexed to the SP 500 for
growth opportunities.
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The Huge Benefits of Tax-Free Wealth Transfer
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Easy ProcessTAX FREE Death BenefitsLiquidity
FREE ACCELERATED BENEFITS FOR NURSING HOME LONG
TERM CARE, HOME HEALTH CARE SERIOUS ILLNESS
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ACT NOW!
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Upon death your money may be subject toThe New
Federal Estate TaxState Estate TaxesState
Income Tax  Federal Income Tax (especially
unused annuities)
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Here's what your peers have to say
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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.
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CALL NOW [phone]!!americantaxandannu
ity.com