BROKERAGE DIRECTOR

Bob Toolan

MBA, CLTC

As a Brokerage Director, I work with independent brokers to help them solve their clients' financial needs with the MassMutual product portfolio, including: Life Insurance, Disability Income Insurance, Long Term Care Insurance and Fixed Annuities.

Contact information

Office:

(516) 391-0326

Fax:

(516) 391-0399

Address:

48 South Service Rd
Suite 400
Melville, NY 11747-2335

Get directions

As a brokerage director at Charter Oak Financial, an agency of 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.

I have my BBA from St John’s University and my MBA from Hofstra University. I have been in brokerage sales for 35 years. I am an active member of my local church and enjoy paddle-ball in my leisure time.

Check the background of this investment professional on FINRA's BrokerCheck

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Languages

English

Education

BBA- ST JOHNS UNIVERSITY--1968, MBA- HOFSTRA UNIVERSITY-1979

Hobbies

READING

Affiliation & memberships

CLTC MEMBER

Community involvement

LOCAL CHURCH -BIBLE STUDY AND SECURITY

As a Brokerage Director, I work with independent brokers to help solve their clients' financial needs with the MassMutual product portfolio, including: Life Insurance, Disability Income Insurance, Long Term Care Insurance and Fixed Annuities.

If you're interested in offering MassMutual products, you can expect one-on-one support for your clients' protection and accumulation needs including:

case consultations
estate and business planning expertise
marketing and illustration support
plan design
product positioning strategies and presentations

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care solutions and fixed annuities.

For more information, visit massmutual.com.

Every goal matters. Yours and your clients'.

MassMutual offers local brokerage support - it's what sets us apart from many other financial services companies. Our Brokerage team will provide the training, marketing and technical support necessary to help you successfully build your business and best serve your clients. If you're ready, we'll help you get there.®

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