Rafi Lopez, Sales Director MassMutual Puerto Rico

Helping clients protect those they love for over 172 years. We are excited to celebrate MassMutual’s $1 trillion in insurance coverage in force.

Watch this video about our commitment to helping people secure their future and protect the ones they love.

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Asian Americans enjoy the greatest life longevity. Whether you’re far or close to retirement, let’s make sure you feel ready.

Source: Harvard Health, “Why life expectancy in the US is falling,” 2022.

Have your clients considered the role that gifting can play in effective year-end planning? Let’s connect on estate planning strategies – especially with important tax changes on the horizon! Learn more: https://bit.ly/3SGsJvj.

Studies show that Black Americans are looking for solutions to build long-term wealth. If you’re one of them, let’s connect.

Source: McKinsey, “Investing in—and with—Black consumers in financial services,” 2022.

Do your clients know how their retirement assets are taxed? Run through these 5 tax tips with your clients and talk through techniques that could help stretch their money.

https://bit.ly/3HGY5f0.

The tax deferred nature of a qualified longevity annuity contract (QLAC) could help you delay required minimum distributions and the taxes that go with them. https://bit.ly/48XJpEh.

Nearly half of business owners believe the value of their business will grow in the future, and most believe it will happen by strategically improving operations. I can help you plan for a more secure tomorrow – contact me today to discuss.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

1-in-10 Americans are living with diabetes. Are you one of them? MassMutual considers the entire client profile when determining if someone is eligible for life insurance coverage. This means a diabetes diagnosis may not stand in the way. Call me today to review your options.

The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that can help you lower your risk.

fieldnet.massmutual.com

Looking to help set your loved ones up for a better tomorrow? Let’s talk about how a trust can help you reach your goals across the generational divide. https://bit.ly/47LT7Iw.

Only 33% of business owners have identified a successor to the business. Putting a buy/sell agreement in place can offer you peace of mind and help grow business value. Let’s get started with your succession plan today.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.