All clients of First Senior Financial Group and Phil Cannella are provided with a free review service at the headquarters office which is located in King of Prussia, PA. The review team is comprised of salaried employees who are licensed professionals whose main purpose is to help educate and recommend crediting methods for the upcoming year. Other services include help with implementing income needs or protecting additional funds from market risk.
The review team works day in and day out with the contractual agreements that have been placed in the Crash Proof Retirment Guide™. Phil Cannella requires the review team to be licensed in these investments and continue their IRS education on an annual basis through licensed training facilities. This review service is free of charge to each client and is another way that Phil Cannella fights for consumer advocacy, a unique feature that is not common in the financial world.
