Gerardo Vilá Andreu - Registered Representative at Mutual of Omaha

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Puerto Rico
Guaynabo
Gerardo Vilá Andreu - Registered Representative at Mutual of Omaha

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I can help provide the guidance you need to develop, implement and maintain a strategy. In good and bad, you can have full confidence in Mutual of Omaha.

I represent a strong and secure insurance company that has been helping our customers for more than 100 years. My goal is to use insurance to help you reach your financial goals and plan for a secure future. To achieve your goals, we will work together through a process of discovery in several key areas. Only then, with the knowledge and understanding of your wants and needs, we will begin looking at options that make sense and shape recommendations based upon your feedback. Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business

1. Insurance Licensed in: Puerto Rico and Florida
2. Disclosure: http://www.mutualofomaha.com/disclosure/
3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org).
4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences.
6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

31/10/2026

Wishing everyone a fun and safe Halloween! Hope your day is filled with treats, smiles and candy! Stay safe and enjoy the night!

29/10/2026

Do you think about taxes throughout the year, or only when it's time to file?

Episode 95 of Make It Personal explores the difference between simply reporting financial decisions that have already happened and considering potential tax implications as part of your broader financial strategy.

🎙️ Watch here: https://mutualofomaha.co/4yLcoaF

22/10/2026

What would you do if a major inheritance suddenly changed your financial picture?

Episode 94 of Make It Personal shares the story of a client who had accumulated assets but wasn't sure how all the pieces should work together.

With retirement, family, protection, and long-term goals to consider, the conversation became less about simply having money and more about creating a clearer direction for it.

🎙️ Watch the latest episode here: https://mutualofomaha.co/4jvJQxR

15/10/2026

What's the highest return you can get?

That may not be the most important financial question.

Episode 93 of Make It Personal explores how CFOs think differently about money by focusing on one key question: "What job does every dollar need to do?"

This conversation highlights why assigning purpose to every dollar may be one of the most powerful planning strategies available.

🎧 Watch here: https://mutualofomaha.co/47la1A0

08/10/2026

Many retirees ask the same question:
"If my RMD is higher than what I planned to withdraw, am I doing something wrong?"

Episode 92 of the Make It Personal podcast explores why Required Minimum Distributions and retirement spending are not the same thing, and how thoughtful planning can help retirees navigate these decisions with greater confidence.

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

01/10/2026

What makes life insurance different from nearly every other financial product?

Before coverage is issued, both your health and your financial situation are considered.

Episode 91 of Make It Personal explores why qualifying matters and why proactive planning can help create more options for the future.

🎧 Watch here: https://mutualofomaha.co/46RpsQj

24/09/2026

What if making more money didn't actually make you feel more secure?

Episode 90 of Make It Personal follows the story of a physician family earning over $3 million annually who still felt pressure from taxes, spending, retirement planning, college savings, and uncertainty about the future.

🎧 Watch here: https://mutualofomaha.co/4rxFg4f

17/09/2026

Many people spent years planning around reduced Social Security benefits.

Recent changes may have altered that equation.

Episode 89 of Make It Personal explores who may be impacted and why revisiting your retirement income plan could be important.

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

10/09/2026

Financial stability isn't built by one great financial decision.

It's built by the habits and behaviors we repeat over time.

Episode 88 of Make It Personal explores why discipline and consistency often have a greater impact on long-term financial success than any single transaction.

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

07/09/2026

Here’s to the hard work behind every success story. Hope you’re enjoying a restful and refreshing Labor Day weekend!

Dirección

B7 Tabonuco Street Suite 1401
Guaynabo
00968

Teléfono

+17876344881

Página web

http://agents.mutualofomaha.com/Gerardo-VilaAndreu?y_source=1_MTMzMjgxMzktNDQwLWxvY2F0aW9uLndlYnNpdGU%3D

Notificaciones

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