Client Services

I offer a wide range of insurance products designed to provide you with the flexibility you’ve been searching for. Choosing the right products for your unique situation can be easier than ever before. With access to a network of provider resources, I can guide you through a complex, changing world of risk and opportunity.

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Products & Solutions

We offer a wide range of products designed to provide you with the flexibility you’ve been searching for, and to help meet your needs during the unique situations life throws your way.

Personal & Protection Plan

  • Your income generates your cash flow, which determines what your lifestyle will be. What if you become disabled and can’t work or even die unexpectedly? Your financial plan should have a foundation of insurance protection, along with strategies to build wealth and save taxes.

    ● Life Insurance

    ● Disability Income Insurance

    ● Long Term Care Insurance

    ● Annuities

    ● College Savings Alternatives

    ● 529 Plans

    ● Wealth Management Accounts

    ● Retirement Accounts

    ● Mutual Funds

    ● Social Security Strategies

    ● Trust Services

    ● Cash Flow Strategies

Business Succession

  • ● Business evaluation (for discussion of the financial impact of liquidation or sale)

    ● Business overhead insurance

    ● Buy-sell/exit strategies

    ● Buy-sell funding options

    ● Key employee insurance

  • ● Group health*, dental* and life insurance

    ● Group disability income insurance

    ● Group disability income insurance

    ● Long-term care insurance

    ● Long-term care insurance

    ● Voluntary benefit programs

  • ● Pension and profit sharing plans

    ● Pension and profit sharing plans

    ● 401(k) plans, Simple IRA, SEP

    ● Deferred compensation plans

    ● Executive bonus plans

    ● Split dollar arrangements

Legacy Strategies

  • A well-designed estate plan can help minimize tax liability, fund a favored charity, help ensure your loved ones will be cared for, and provide you with the peace of mind knowing that you will be remembered the way you want to be.

    ● Estate Conversation Strategies

    ● Tax Minimization Strategies

    ● Charitable Giving Techniques

    ● Family Limited Partnerships

    Neither MML Investors Services, LLC nor any of its subsidiaries, employees or 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.

Retirement Planning

  • Are you on track to retire when and how you want to? Do you have a plan to take income from your retirement assets? It’s never too early or too late to start planning for a long, comfortable retirement.

    ● Traditional IRA, Roth IRA

    ● Variable Annuities

    ● Fixed Annuities

    ● Income Annuities

    ● Wealth Management Accounts

    ● Long Term Care

    ● Mutual Funds

    ● Social Security Strategies

    ● Trust Services