Noah Wizer-Vecchi, CLTC, CLU, ChFC, CFP

Noah Wizer-Vecchi, CLTC, CLU®, ChFC®, and CFP®, is a senior insurance product consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. In this role, he provides indispensable support to affiliated advisors with insurance case design, product illustrations, in-force policy reviews, insurance needs analysis, product education, and complex insurance concepts involved in business, estate, and retirement planning. Noah graduated from the University of Massachusetts Amherst with a BA in economics.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

When Clients Are Underinsured: Threats and Opportunities

The 770 Account and the LIRP: What Your Clients Need to Know

When Clients Are Underinsured: Threats and Opportunities

Posted by Noah Wizer-Vecchi, CLTC, CLU, ChFC, CFP

May 31, 2016 at 10:00 AM

When it comes to your clients’ risk management and insurance needs, you might use financial planning software to present various planning topics, goals, and needs separately. This can make it easier for you and your client to assess and tackle each issue individually. The downside of this approach is that it doesn’t clearly show how a shortfall in one goal could threaten another.

Read More

Topics: Risk Management

The 770 Account and the LIRP: What Your Clients Need to Know

Posted by Noah Wizer-Vecchi, CLTC, CLU, ChFC, CFP

June 10, 2015 at 1:30 PM

In looking for retirement income solutions for your clients, have you researched life insurance options? If so, you may have heard of something called a 770 account (a.k.a. the president's account, infinite banking, or be your own banker). These are all names for a basic concept that involves using a permanent insurance policy as a savings vehicle instead of as a means to provide a death benefit to beneficiaries. Another strategy you may have come across is the life insurance retirement plan (LIRP). Is either of these a viable insurance-based source of retirement income?

Read More

Topics: Retirement Income Planning

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us