Freddie Vernon
Happy New Year - Welcome 2018
2018 can be your year of financial serenity or continued financial horror. If your 2017 and previous years were full of financial despair...
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Freddie Vernon
- Dec 6, 2017
- 3 min
Integrating Life Insurance Into Estate Planning
Help your clients use this tool strategically. Four in 10 Americans do not own a life insurance policy, according to LIMRA, even though...
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Freddie Vernon
- Sep 15, 2017
- 1 min
Most Americans have not made retirement savings a priority
Financial planning experts recommend the amount of money you’ll need to have accumulated is equivalent to 70 percent of your annual...
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Freddie Vernon
- Aug 11, 2017
- 3 min
FIVE STEPS TO CONSIDER DURING YOUR ANNUAL BUSINESS REVIEW
Once 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...
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Freddie Vernon
- Jul 17, 2017
- 3 min
Americans’ Retirement Benefits Have Been Slashed by a Quarter
Retirement benefits—including employer contributions to pensions, 401(k)s and retiree health-care benefits—fell from 9.1 percent of...
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Freddie Vernon
- Mar 25, 2017
- 4 min
The Many Roles of Annuities
Annuities initially were developed by insurance companies to help protect people from outliving their money in retirement. As annuities...
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Freddie Vernon
- Jan 3, 2017
- 3 min
Life Insurance Policies Can Preserve Wealth
The estate tax cuts in the new Tax Reform Bill, which was passed in both the House and Senate last week, could help foster continuous...
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