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MassMutual Northern California
       
 
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MassMutual Northern California
 
 
Overview: 

Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

OUR PROCESS
Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy.
Massachusetts Mutual Life Insurance Company (MassMutual) helps brokers keep their clients covered through local support services, a wide array of high quality insurance products, estate and business planning expertise, and a relationship-based approach.

Local support. Expand your business with personalized support from MassMutual Brokerage. As a broker with our Agency, you will work directly with a Brokerage Team that will provide the training and marketing support necessary to successfully build your business and best serve your clients. Your Brokerage Director can be an effective part of your team, helping you provide your clients with quality products and solutions, including:

   Case consultations
   Illustration support
   Liaison to estate and business planning experts
   Product positioning strategies and expertise
   Access to expert underwriting team dedicated to Brokerage
   Marketing support
   Developmental training and seminars

Product portfolio. Whether you’re helping clients address the insurance needs of their new business or plan for retirement, we’ve got product solutions. 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.

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


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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