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MassMutual Financial Group Metro New York
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Industry
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Introduction: Financial resource services:
- Life and disability income insurance needs
- Review of savings and investments
- Retirement income needs
- Budgeting and cash flow study
Retirement products and services:
- Individual retirement accounts (IRAS)
- Fixed and variable annuities
- Retirement needs review
- Long-term care insurance
Tuition funding programs:
- College costs analysis
- Insurance and investment products
Investment products:
- Mutual funds
- Unit investment trusts
- Variable annuities
Estate planning:
- Estate preservation
- Tax reduction strategies
- Charitable giving
Business continuation planning:
- Funding option analysis
- Buy-sell strategies
- Family business succession planning
- Key person insurance
Executive fringe benefits:
- Executive bonus plans
- Split dollar insurance
- Deferred compensation funding
- Salary continuation plans
- Non-qualified executive fringe benefits
Employee benefit program:
- Life and disability income insurance
- Pension, profit sharing and 401(K) plans
- Payroll deduction plans
- Simple IRAS
- Non-qualified retirement programs
Payment methods
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