Fred Warner Assoc.

Helping Families & Businesses Preserve Their Assets & Income

​Reduce Your Financial Risk In Retirement

The Tax Exemption for Life Insurance is the Single Biggest Benefit in the Tax Code

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Real Life Stories
When you think about your retirement, do you worry that you might run out of money?

That you might outlive your savings?

That your investments won't last as long as you do?

Will you have enough money to pay for medical expenses, not covered by health insurance in retirement?

Needs Analysis

Let's discuss your current situation and find out what opportunities you may be able to take advantage of. 
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Policy Review

Visit our interactive video center to learn more about how smart financial decisions can save you thousands of dollars.
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Contact Fred Warner Assoc.

    Book a 15-minute telephone appointment
Phone: (212) 689-5566​
Toll Free: 866-7WARNER
Fax: (212) 689-5678​

Email: [email protected]

Mailing Address:
1345 Sixth Avenue, 33rd Fl.
New York, NY 10105​​

Agency Hours:
Weekdays: 9:00am - 6:30pm

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