Paul Kern, Licensed Agent with New York Life Insurance Company

Paul Kern, Licensed Agent with New York Life Insurance Company Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help
you meet a number of insurance and financial needs, including, but not limited to college funding,
retirement, managing costs for extended periods of care and lifetime income strategies. Please
contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life

Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of
the experience of other customers. These testimonials are no guarantee of future performance or
success.

495 N Keller Rd, Suite 150
Maitland, FL, 34761

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’...
06/15/2026

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/43xElWf to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

June is Annuity Awareness Month — and a great time to revisit the power of compounding.Think it's too late for compoundi...
06/11/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your...
06/08/2026

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your strategy, and stay on track. Let’s check in and plan ahead.

06/01/2026

Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.

The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here:
https://bit.ly/4cSyoZx

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grate...
05/25/2026

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a ...
05/21/2026

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.

05/20/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong c...
05/19/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for busi...
05/18/2026

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for business owners explores how thoughtful retention strategies—from flexible work options and recognition programs to long-term incentives like profit-sharing and deferred compensation—can dramatically improve employee satisfaction and retention. Once you’ve read the article, let’s talk about how you can reward loyalty and strengthen your company’s future. https://bit.ly/4wxxpWt

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
05/14/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

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