Products & Services

Financial Products & Strategies

  • Life and Disability Income Insurance
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Products & Strategies

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Analysis
  • Tailored Retirement Programs
  • Long Term Care Insurance

Tuition Funding Programs

  • College Costs Analysis
  • Insurance and Investments

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities

Estate Planning

  • Tax Reduction Strategies
  • Charitable Giving
  • Hypothetical Probate Analysis

Business Continuation Strategies

  • Funding Option Analysis
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program

  • Life and Disability Income Insurance
  • Pension, Profit Sharing, and 401k Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs

 
Not all products and services offered through MassMutual.

 Learn more: Products & Services | About Bruce | About Lisa | Calendar of Events | Licensing

Neither MassMutual or any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel on specific legal and tax matters.

Bruce Perreault is a registered representative of and offer securities through MML Investors Services, Inc., member SIPC. www.sipc.org Supervisory office, 10 Charles St, Ste 210, Providence RI 02904, (401) 435-3800.  Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.  True North Financial Group and People's Credit Union are not a subsidiaries or affiliates of MML Investors Services, Inc or MassMutual.

Lisa D'Amico is a registered representative of and offer securities through MML Investors Services, Inc., member SIPC. www.sipc.org Supervisory office, 10 Charles St, Ste 210, Providence RI 02904, (401) 435-3800.  Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.  True North Financial Group and People's Credit Union are not a subsidiaries or affiliates of MML Investors Services, Inc or MassMutual

• NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
• NOT FDIC OR NCUA INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY ANY BANK OR CREDIT UNION
• MAY GO DOWN IN VALUE

CRN201107-122067