CFP®, CLU®, CLTC
Disability Income Insurance, Life Insurance, Long Term Care Insurance, Financial Needs Analysis, Executive Compensation Strategies, Personal Planning, Retirement Planning, Business Planning, Business Succession Planning, Education Savings Products, Estate Planning, Buy-Sell agreements, Executive Benefits Planning, Executive 162 Bonus Plans, Nonqualified Deferred Compensation Plans, Qualified Plans
English
As a brokerage director at Charter Oak Financial, an agency of Massachusetts Mutual Life Insurance Co. (MassMutual), I make available to insurance brokers the portfolio of MassMutual products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance and Fixed Annuities.
I am looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients.
You can expect one-on-one support for all your clients’ needs including: case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations.
CRN202207-267436
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