Lunes 08:00 - 17:00 Martes 08:00 - 17:00 Miércoles 08:00 - 17:00 Jueves 08:00 - 17:00 Viernes 08:00 - 17:00

Jorge Alicea Brito, Financial Advisor at Mutual of Omaha

Casa
Puerto Rico
Guaynabo
Jorge Alicea Brito, Financial Advisor at Mutual of Omaha

My goal is to help my clients protect what matters to them and meet their financial goals. 1.‎ Insurance Licensed in: Puerto Rico
‎2.

Disclosure: http://www.mutualofomaha.com/disclosure/

11/06/2026

What if a sudden health crisis wiped out years of careful retirement planning?

This episode of Make It Personal tackles the “what if” of healthcare: the costs that can derail even the most meticulous retirement plan and how you can take control now to protect yourself and your finances.

🔗 Watch here: https://mutualofomaha.co/4gffDRS

08/06/2026

Go to Mutual of Omaha’s Wild Kingdom YouTube channel to find everything Wild Kingdom in one place — full episodes, video shorts, podcasts and more! Click on the link to subscribe today. https://mutualofomaha.co/4ofHP9m

04/06/2026

The difference between helpful debt and stressful debt is rarely the interest rate. It is the intention behind it.

Episode 74 of Make It Personal takes a practical look at debt and leverage.

🎧 Watch here: https://mutualofomaha.co/3Qmeu0n

28/05/2026

Hope isn’t a strategy. Protection is what keeps your business resilient when the unexpected happens.

This episode of Make It Personal discusses why planning for the unexpected is essential and how the right protection strategies can help prevent disruption from becoming disaster.

🎧 Learn more: https://mutualofomaha.co/4tUNfrn

21/05/2026

What if your financial decisions today could support your life now and create opportunities for generations to come?

Episode 72 of Make It Personal explores the “Legacy Loop” and how intentional planning can help you build wealth that extends beyond your lifetime.

🎧 Watch here: https://mutualofomaha.co/4dDMxZw

18/05/2026

Did you know American alligators were once on the endangered species list? Learn about their incredible conservation story through the lens of Mutual of Omaha’s Wild Kingdom. Go back to 1985 with the classic series episode “Operation Alligator.” Then, tune in for Wild Kingdom Protecting the Wild’s “Graduation Day for a Gator” to see how alligator conservation has evolved over four decades.

Discover the American alligator’s story. https://wildkingdom.co/3Ponx0b

14/05/2026

If April is the only time you think about taxes, you may be leaving opportunities on the table.

Episode 71 of Make It Personal focuses on shifting from reactive filing to proactive tax strategy and how that can create more control year-round.

🎧 Watch here: https://mutualofomaha.co/43cmtzK

07/05/2026

If you couldn’t run your business tomorrow, what would happen next?

Episode 70 of Make It Personal focuses on why building a business that can operate without you is key to increasing value and creating a more secure exit.

🔗 Watch here: https://mutualofomaha.co/4uufgGX

04/05/2026

Major life transitions often come with financial shifts.

This episode of Make It Personal explores how the empty nest phase can open the door to new planning opportunities and priorities.

🎧 Watch here: https://mutualofomaha.co/4uoCMVP

27/04/2026

If owner compensation is inconsistent, it can create unnecessary financial stress.

This episode of Make It Personal walks through how more intentional pay strategies can support both business and personal finances.

🎧 Watch here: https://mutualofomaha.co/4tiHV0Z

Dirección

B7 Tabonuco St. Suite 1401
Guaynabo
00968

Horario de Apertura

Lunes	08:00 - 17:00
Martes	08:00 - 17:00
Miércoles	08:00 - 17:00
Jueves	08:00 - 17:00
Viernes	08:00 - 17:00

Teléfono

+17877825252

Página web

https://agents.mutualofomaha.com/agents/pr/guaynabo/jorge-alicea-brito

Notificaciones

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