Thomas Wagner, Insurance and Financial Services, MassMutual Ohio

08/12/2024

Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.

Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.

08/12/2024

Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?

08/07/2024

You may get the urge to make a move when the market unexpectedly changes, but the best course may be to do nothing. Let’s talk through your plan and make sure it’s built to go the distance.

08/05/2024

Let’s talk through the retirement savings conversation you’ll be having with your clients and how an immediate annuity could help them close their income gap.

08/05/2024

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.

07/24/2024

Nearly half of all Americans feel they aren’t where they need to be when it comes to retirement planning. Let’s connect and build guaranteed lifetime income into your plan to help strengthen the road to your goals.

Contradictorily, they feel behind in saving enough to retire at an ideal age (60-69) - MassMutual

07/22/2024

Join Doug as he shares his story about how not having Disability Income Insurance has taken a financial and emotional toll.

Learn how not having disability income insurance affected Doug when he became disabled.

07/15/2024

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.

07/01/2024

The slower pace of the summer months is a great time to connect with your clients about their financial protection needs. Check out our Life Insurance Marketing Hub for sales strategies and marketing support to help your clients check life insurance off their to-do list.

https://www.massmutual.com/marketing-hub/brokerage-life-insurance.

07/01/2024

For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up along the way. Let’s make a plan that covers all your bases.

06/26/2024

What’s the financial and emotion burden of shouldering underestimated eldercare costs? Let’s talk about how we can create a guaranteed income stream to help ease the burden through an annuity.

As the population ages, the question of how to provide care to older adults is increasingly on people's minds. Whether the best care is provided at home by loved ones or professional care providers is a question many struggle with. If the choice is made to care for loved ones at home, what is the fi...

06/24/2024

For people with more time until retirement, some annuities have growth potential as well as guaranteed lifetime income. Let's talk about your options.