Agency Brokerage Specialist

Sze (Z) Chuen

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

Mobile:

(332) 323-6604

Office:

(413) 203-6887

Fax:

(413) 449-1422

Address:

330 Whitney Avenue #600
Holyoke, MA 01040

Get directions

I am dedicated to making a difference in people’s lives.

My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

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.

I am looking for top producers! You have built a sizable practice delivering top value to your clients. Take your business to the next level

MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently 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 insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

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

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Languages

English, Chinese-Cantonese, Chinese-Mandarin

Education

Brooklyn College 1996 - 2000

Hobbies

Golf, Volleyball, Yoga

Affiliation & memberships

Member of SAG-AFTRA

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.®

Learn more about Agency Brokerage

For financial professional use only. Not for use with the public.