Speakers from Mass Mutual
Jason Tan – Financial Professional 9 years’ experience
Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Retirement Income Planning, Estate Planning
Languages: English, Chinese – Cantonese, Vietnamese
I represent Massachusetts Mutual Life Insurance Company (MassMutual). 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 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
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David Lazar – Financial planner 8 years in business
Focus: Insurance Strategies, Investment Strategies, Business Owners, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, College Funding Strategies
Languages: English
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
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Topics:
- Retirement Planning and Strategy
- Sources of Retirement
- Nest Egg
- Risk