Charles L. Cole, Registered Representative, MMGP, Bala Cynwyd, PA Videos

Which types of investments fit you best? Learn more by taking this short quiz and start a conversation with me today about your goals and tolerance for risk. https://fieldnet.massmutual.com/public/financialplan/pdfs/fw1006.pdf.

Talking about finances can feel uncomfortable, but working with someone you trust can make all the difference. Let’s chat about your family’s options.

LGBTQ+ families often encounter situations that call for extra planning. Let’s talk about how tools like an estate plan can help protect the ones you love.

Did you know LGBTQ+ individuals are less likely to use financial tools that can alleviate stress and promote financial security? Let’s talk about your resources. Source: Insurance Barometer Study, LIMRA and Life Happens, 2022.

And it continues with us. This Women’s History Month, we honor the women who broke barriers and led to greater empowerment.

For many Asian Americans, retirement comes in at #1. Let’s talk about how I can help you plan for your golden years.

It’s true — certain life insurance policies have benefits you can use during your lifetime and pass on to your loved ones upon your death. Talk to me to learn how.

36% of American businesses are owned by women. If you’re one of them, let’s work together to chart the course for future success.

We’ve all been there- the kids are home from school, you’re trying to work, and you need to keep them busy! It’s the perfect time for them to learn some simple basics about saving. https://bit.ly/3HHMFb4.

The truth is, having a plan makes sense during ALL of life’s stages. Let’s connect.

When it comes to building financial confidence, feeling heard and empowered is key. Let’s talk about planning for your future.

If you answered A you’re not alone — 75% of LGBTQ+ consumers say they lack life insurance. Let’s talk about protecting those you love.

Are inheritance and passing down wealth part of your financial plan? Let’s talk about ways to pay it forward to your loved ones.

Now is the perfect time for a financial health check-up. Whether you have a plan in place or need help getting started, I’m here to help you stay on track. #FinancialWellnessMonth https://bit.ly/48Y6lTk.

It’s a busy time for New Year’s Resolutions… maybe a new gym membership?! Make sure your financial goals are front of mind too!

Group Long Term Disability: Is it all you need? GLTD coverage might seem like an adequate safety net, but did you know it may not cover many of your income protection needs? Which could leave you financially exposed during tough times. Let's explore how to help fill those gaps.

It doesn’t matter where you are financially. I can help you create a path to get where you want to be. Let's connect. https://www.massmutual.com/financial-wellness.

You’ve probably heard that women tend to live longer than men. Let’s talk about how I can help you prepare for a more secure financial future.

Parents? Partners? Preschoolers? No matter who you care for, I can help you create a plan to protect your loved ones. Let’s talk.

It starts with a conversation. I can help you make a financial plan that puts your retirement goals within reach.