Personal Strategies

Financial Resource Services

Life & Disability Income Insurance Needs
Review of Savings and Investments*
Retirement Income Needs Analysis

Retirement Products & Services

Individual Retirement Accounts (IRAs)
Fixed and Variable Annuities*
Retirement Plan Rollovers
Long Term Care Insurance

Tuition Funding Programs

College Costs Analysis
529 Plans*
UTMA Accounts*
Tax-Advantaged Planning Ideas

Investment Products*

Mutual Funds*
Variable Annuities*
Direct Participation Programs*
Securities Brokerage Services*
Managed Portfolio Programs*

Estate Planning

Estate Preservation
Tax Reduction Strategies
Charitable Giving Programs
Trust Services

*Securities offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC.