Gerardo Vilá Andreu - Registered Representative at Mutual of Omaha

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

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.

07/09/2026

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

03/09/2026

Many families spend years focusing on one goal: saving for college.

But once college begins, new questions emerge around withdrawals, qualified expenses, and making the most of those education savings.

Episode 87 of Make It Personal explores the next phase of the college planning journey.

🎧 Watch here: https://mutualofomaha.co/4iKcI4P

27/08/2026

Have you ever wondered if technology can really understand what's most important about your financial goals?

Episode 86 of Make It Personal explores the growing role of AI in financial planning and why personal priorities still matter when making important money decisions.

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

20/08/2026

Many families are balancing several financial priorities at once.

Saving for retirement, helping children through college, managing debt, and preparing for the future can feel overwhelming without a plan.

This episode of Mutual of Omaha Advisors' Make It Personal Podcast shares a meaningful conversation about helping families gain clarity and confidence when making important financial decisions.

🎙️ Watch Episode 85: https://mutualofomaha.co/4wxjQEZ

13/08/2026

Do all catch-up contributions now have to be Roth?

Episode 84 of Make It Personal clears up one of the biggest misconceptions surrounding the SECURE 2.0 legislation by explaining who the new Roth catch-up contribution rules apply to—and why understanding the details can lead to better retirement and tax planning decisions.

Watch here: https://mutualofomaha.co/4wXvdqR

06/08/2026

What if your Required Minimum Distribution is more than you actually need to spend?

Episode 83 of Make It Personal explores why RMDs are simply a withdrawal rule—not a spending rule—and how thoughtful planning can help you make more intentional retirement decisions.

Watch here: https://mutualofomaha.co/4z20WZm

30/07/2026

Have you ever noticed how quiet it gets when work ends?

Episode 82 of Make It Personal explores why retirement is about more than managing investments.

Watch here: https://mutualofomaha.co/4hFXPjy

23/07/2026

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?

Episode 81 of Make It Personal features Mutual of Omaha Advisor John Bronzema, who shares how coordinated planning helped one couple protect their retirement income, prepare for future care needs, and leave a meaningful legacy for their family.

Watch here: https://mutualofomaha.co/4vQ3zuH

18/07/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4wdrhC5

16/07/2026

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

Watch here: https://mutualofomaha.co/4whRE9V

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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