Bio

Biography

As Brokerage Director of Creative, I connect the exclusive MassMutual product portfolio with insurance brokers, including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Planning and Fixed Annuities. The company’s impressive network of financial professionals help their clients make sound financial decisions to achieve long term goals.

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.

Creative Financial Group offers local brokerage support which sets us apart from many other financial services companies.

Our goal is to be the first name that comes to mind as your source for Life, Disability, Annuity and Long-Term Care Brokerage. We are dedicated to providing you with superior service to support and increase your insurance business.

As Platinum Account Manager, I work with top clients on their Personal Financial View website, helping them stay organized and on track with their financial plan. I strive to deliver a thorough and personalized service to assist in engagement and overall organizational management. As part of the overall processes, I specialize in completing a risk management assessment to insure personal and business liability policies are both comprehensive and cost effective.

Languages

• English