Freddie VernonMay 32 min read"Is Annuity Investment the Key to Maximizing Retirement Wealth for High-Income Earners?"As high-income earners, the quest for wealth is often accompanied by the pursuit of financial security in retirement. While traditional...
Freddie VernonJan 2, 20181 min readHappy New Year - Welcome 20182018 can be your year of financial serenity or continued financial horror. If your 2017 and previous years were full of financial despair...
Freddie VernonDec 6, 20173 min readIntegrating Life Insurance Into Estate PlanningHelp your clients use this tool strategically. Four in 10 Americans do not own a life insurance policy, according to LIMRA, even though...
Freddie VernonNov 7, 20173 min readWHAT ARE YOUR BLIND SPOTS?Blind spots. We all have them. When you’re driving your car, you intuitively know that there are objects that you can’t see. In life,...
Freddie VernonSep 15, 20171 min readMost Americans have not made retirement savings a priorityFinancial planning experts recommend the amount of money you’ll need to have accumulated is equivalent to 70 percent of your annual...
Freddie VernonAug 11, 20173 min readFIVE STEPS TO CONSIDER DURING YOUR ANNUAL BUSINESS REVIEWOnce a year I go to the doctor for my annual physical. Once a year I bring my car to the local mechanic for a tune up. And similarly, at...
Freddie VernonJul 17, 20173 min readAmericans’ Retirement Benefits Have Been Slashed by a QuarterRetirement benefits—including employer contributions to pensions, 401(k)s and retiree health-care benefits—fell from 9.1 percent of...
Freddie VernonMar 25, 20174 min readThe Many Roles of AnnuitiesAnnuities initially were developed by insurance companies to help protect people from outliving their money in retirement. As annuities...
Freddie VernonJan 3, 20173 min readLife Insurance Policies Can Preserve WealthThe estate tax cuts in the new Tax Reform Bill, which was passed in both the House and Senate last week, could help foster continuous...