As a Brokerage Director at Massachusetts Mutual Life Insurance Co. (MassMutual), I make available to insurance brokers the portfolio of MassMutual products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance and Fixed Annuities. The company’s strong and growing network of financial professionals help their clients make good financial decisions for the long term.
I am looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients. In turn, you can expect one-on-one support for all your clients needs including: case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations.
Eric has been in the financial services industry for over a decade with experiences that include banking, trust administration, retirement and estate planning, charitable giving, business succession, and advanced sales insurance concepts. Eric holds a Bachelor's Degree in Finance from The University of Wisconsin-Superior and two Master's Degrees from The College of St. Scholastic where he earned a M.A. in Finance and an M.B.A.
Eric is very active personally and professionally in his community; he serves as a board member for the Society of Financial Services Professionals here locally, he is a member of NAIFA, The Central Arizona Estate Planning Council, the Planned Giving Round Table of Arizona, the St. Mary's Food Bank Planned Giving Advisory Council, and a number of other local organizations focused on supporting children, economic empowerment, education, human rights, and social services in the community.
Eric was also recognized by the Phoenix Business Journal as a 2017 "40 Under 40" honoree which celebrates those individuals making a major impact on the Valley's business and non-profits community.
In his free time, Eric finds himself traveling the world, learning, training for his first triathlon, or participating on any number of sports leagues including flag football and sand volleyball.
His favorite quote comes from Jack Lemmon and serves him both in business and in life: “If you’re lucky enough to do well, it’s your responsibility to send the elevator back down.”
Check the background of this investment professional on FINRA's BrokerCheck