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Phillip Wasserman and Phillip Roy Financial Services Purchase Equity Index Annuity Clients and Firm of Alin Lozada in Ft. Lauderdale

April 25, 2008 03:34 PM Eastern Daylight Time

SARASOTA, Fla.--(BUSINESS WIRE)--Phillip Wasserman, one of the top experts on annuities and life insurance and president of Phillip Roy Financial Services, one of the nation’s largest sellers of annuities and life insurance, has announced the purchase of the firm of retirement planning specialist Alin Lozada of Ft. Lauderdale, Florida.

“We have a large client base in Ft. Lauderdale and with the addition of Alin’s clients we believe our practice will continue to grow as we help retirees with their annuity and life insurance needs”

“Alin Lozada is one of the most respected insurance experts and retirement income planners in the country. He is retiring from the business and we are delighted that he has selected us to take care of his clients,” said Phillip Wasserman.

Phillip Roy on Money, the successful television show that stars Mr. Wasserman, airs often in the Ft. Lauderdale market.

Due to the popularity of Phillip Roy on Money the company receives several hundred phone calls and emails a week from consumers looking for help on a wide ranging variety of questions.

“We have a large client base in Ft. Lauderdale and with the addition of Alin’s clients we believe our practice will continue to grow as we help retirees with their annuity and life insurance needs,” stated Phillip Roy Financial Services vice-president Robert Lee.

Phillip Roy Financial Services now has offices in Florida in