Contact Us: ​(212) 689-5566
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  • Home
  • Strategies
    • Life >
      • WL Retirement Plan
      • Home Equity Transfer
      • Business Equity Transfer
      • Pension Maximization
      • Life Settlement
    • Health >
      • Health Savings Account
    • Annuities >
      • Roth Annuity
      • Split Annuity
      • IRA/RMD Conversion
      • CD To Annuity
      • Cash Balance Plan
      • Qualifying Longevity Annuity Contract” (QLAC)
    • Medicare >
      • Medicare Savings Account
      • Medicare Supplement
      • High Deductible Medicare Supplement
    • Social Security
    • Retirement >
      • Lifetime Income Guarantee
      • IRA/RMD Conversion
      • Tax Free Retirement Income - 1
      • Tax Free Retirement Income - 2
      • Pension Maximization
      • Three Generation IRA
  • Products
    • Life >
      • Family Term Coverage
      • Mortgage Protection
      • Business Overhead
      • College Funding
      • UL - Living Benefits
      • IUL Retirement Plan
      • Key Person
    • Travel Medical Insurance
    • Health >
      • Individual Health Insurance
      • Small Group Health Insurance
      • Dental Insurance
      • Long Term Care Insurance
      • Disability Insurance
      • Professional Disability
      • Critical Illness
    • Annuities >
      • Type of Annuities
      • Income Annuity
      • LIfetime Withdrawal Guarantee
      • Longetivity Annuity
    • Medicare >
      • Find A Doctor
      • What is Medicare?
      • Medicare Supplement
      • Medicare Advantage
      • Medicare Savings Account
      • Medicare Part D
    • Estate Planning >
      • Living Trust
      • Life Settlements
      • LTC Life
      • One Pay Life
      • Special Needs Trust
      • IUL Cash Reserve
  • Quotes
    • Save With Discount Healthcare
    • Travel Medical Insurance Quote
    • Health Insurance >
      • Health Insurance Quote
      • Critical Illness Insurance Quote
      • Disability Insurance Quote
      • Long Term Care Insurance Quote
    • Dental Insurance Quote >
      • DentalPlans.com
      • Dental for Everyone
      • Spirit Dental
    • Vision Insurance Quote
    • Life Insurance >
      • Term Insurance
      • Final Expense Insurance Quote
      • Whole Life Insurance
      • Universal Life Insurance
      • Life Settlements
      • Living Benefits
    • Medicare >
      • Medicare Supplement Coverage Quote
      • Medicare Advantage Plan Quote
    • Annuties >
      • Annuity Quotes
    • Group Benefits >
      • Health Insurance
      • Life Insurance
      • Disability Insurance
      • Dental Insurance
      • Vision Insurance
    • Identity Theft Plans >
      • Identity Protection
      • Identity Theft Plan Enrollment Center
    • Tools >
      • Retirement Calculator
      • Life Insurance Needs Planner
      • Life Insurance Needs Calculator
  • Solutions
    • Individuals and Couples
    • Parents of Children Under 18
    • People Over 55
    • Small Business Owners
    • Corporate Executives
    • Private Practice Individuals
  • About
    • Welcome
    • Client Testimonials
    • Refer a Friend
    • Memberships
    • Insurance Carriers
    • Blog
  • Contact

Corporate Executives

Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today. 
(212) 689-5566​
380 Lexington Avenue 17Fl
New York, NY 10168​
Click Here to Email Us

Executive Bonus

Saving more money for your own retirement with tax-deductible corporate earnings without including your employees because you can't afford to include everyone on your payroll. So what's the solution? Section 162 and Section 7702 of the tax code. Watch this video to learn more about how these parts of the tax code can be used to your advantage. 

Request a Free Consultation

Private Equity Banking

Whenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.

​Request a Free Consultation

IUL Cash Reserve

Those of us who have accumulated substantial wealth will often protect our capital assets from tax liabilities, market devaluations and liquidity demands by fundiung a cash reserve asset that is guaranteed to grow without taxation or investment risk. Watch this video to learn more about a cash-reserve asset that allows us to access our money tax-free whenever we need cash.

​Request a Free Consultation

Rollover Annuity

The money we keep in a 401k, 403b, or IRA is typically charged fees of 1-2% for administrative services and management expenses in any given year. It may not seem like much but those deductions can be very costly because every 1% we payout in fees each year will leave us with 20-30% less money at retirement potentially costing us hundreds or thousands of dollars a month during retirement. Watch this video to learn how an IRA rollover can be your solution.

​Request a Free Consultation
Licensed in New York, California, Connecticut, Florida, Nevada and  New Jersey

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Fred Warner Assoc.
380 Lexington Avenue 17Fl
New York, NY 10168
(212) 689-5566​
Click Here to Email Us

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