Lalit Jallan, LUTCF®, CLTC®

Partner

Language Spoken
English, Punjabi, Hindi

Bio

Qualities of caring and helping were instilled in me by my parents who always had open arms for those in need. Working in financial services and Insurance since 1997, has given me the opportunity to put my parents’ teaching into practice. “Overall, this journey into my practice has been a rewarding and enriching experience for me. In my daily work, clients come first. Listening to them with honesty, compassion, respect and understanding is always important.”  

Lalit joined the financial services business in 1997 at New York Life and then joined MassMutual Greater Houston in 2011. He currently manages a team of 16 financial advisors that focus on working with business owners in medical practices and the hospitality industry. Part of my practice focuses on helping families focus on ways to create liquidity or qualify for more financial aid by leveraging assets to make their money work in a more efficient and effective manner. 

Lalit was born in India and has been a proud Houstonian since 1980. He resides there with his wife, Jai, and son, Amitoz (a student at Trinity University). Lalit volunteers with Daya, Pratham USA, and the Seva Group, Sikhs of Houston. He won the MassMutual 2020 Community Service Silver Award. In his spare time, he enjoys walking and hiking. He is also an avid sports fan, whether it be football, basketball, or baseball. 

Lalit volunteers with Daya, Pratham USA, and the Seva Group, Sikhs of Houston.

Asian American Hotel Owners Association: AAHOA

Houston Association of Government Guaranteed Lenders (HAGGL)

South Asian Bar Association of Houston (SABA Houston)

License

Members Licences and Disclosures

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. [Reg. Rep. Name] is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 3 Greenway Plaza Suite 1500 Houston, TX 77046 713-402-3800 CRN202405-184095

Area of Focus

Investment Strategies
Insurance Strategies
Business Succession Planning
Estate Planning
Group Benefits
Student Loan Refinancing
Risk Management Strategies
Retirement Income Planning
College Funding Strategies
Retirement Strategies
Business Owners
Charitable Giving