Working in conjunction with your clients’ counsel, tax advisors, and accountants, the estate and business planning team is available to help you with case consultation, sales collaborations, and advanced sales strategies.

Advanced estate planning and trust services require specific knowledge typically not provided by many financial professionals. Using trust services means collaborating with a third party that has your best interests in mind while the trust is set up through an attorney.

*Trust Services provided by The Strategic Financial Group Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (Strategic Financial Group) Local firms are sales offices of Massachusetts Mutual Life Insurance Company (Strategic Financial Group), Springfield, MA 01111-0001 and are not subsidiaries of Strategic Financial Group or its affiliated companies.

For corporate clients, we offer a strategic plan & marketing analytics of the financial health and business risks.

Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.

Business management is as much about managing operational risks as it is about managing business objectives. Whether you’re a fresh start-up or well-established enterprise, continued operational foresight can help ensure your success and your roadmap for the future. We offer an array of insurance products designed  to help meet your needs.

We clients address the insurance needs to plan for retirement. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.