SERVICES

 

Retirement Planning

Income Design at Retirement

IRA/ROTH IRA Accounts

Simple IRA, SEP IRA and Keough Plans

401(k) Plans, 403 (b), TSA

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Investment Planning

Access to Fee-Based Managed Accounts

Mutual Funds/Exchange Traded Funds (ETF)

Managed Stock Accounts

Brokerage Services

529 College Savings Plans

Risk Management

Life Insurance, First to Die, Second to Die

Individual Disability Income Insurance

Long Term Care Insurance

Survivorship

Employee/Group Benefits

Health, Dental and Vision Plans

Life and Disability Income Insurance

401(k) and Defined Benefit Plans

SEP/IRA

Profit Sharing Plans

 
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Business Planning

Buy-Sell Agreement Funding

Deferred Compensation Agreements

Key Employee Benefits

Business Evaluations

Business Succession Planning

 

Estate Planning

Estate Design Strategies

Trust Services

Tax Minimization Strategies

Charitable Giving Techniques

 
 

Life Insurance

 
 

MassMutual’s new Coverpath platform can help you determine the coverage you need and get a personalized quote in under a minute. Apply online with Coverpath’s self-service application and, in some cases, get an immediate coverage decision. Click on the MassMutual Coverpath logo to get started.

 

*Neither MML Investors Services nor any of its representatives are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.