Allie Kilroy

Generational wealth can’t be passed on in silence. Have the “money talk” with your family. And remember, the MassMutual Trust Company and I are here to help. https://bit.ly/3MzXP3r.

It may not be best to immediately start pulling money from your retirement accounts as you exit the workforce. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments and plan for a long retirement. https://www.massmutual.com/financial-wellness/calculators/retirement-calculator.

Did you know that Delaware is considered to be the most age-friendly place to retire in the US? Because retirement doesn't simply boil down to the assets you've saved over the years, MassMutual has partnered with the Age-Friendly institute to find the most age-friendly places to settle down for post-work life. https://bit.ly/3pWEJNt.

Women still have less life insurance coverage than men, which could leave their loved ones at risk. Learn about the life insurance gender gap and how prioritizing financial wellness can help.
https://blog.massmutual.com/post/life-insurance-gender-gap.

I know the importance of income protection, especially within the medical community. We are a leader in disability income insurance and our features and benefits make us a great choice for physicians looking to help secure their income with disability income insurance. Contact me to learn more.

Annuities allow you to diversify your portfolio without the threat of paying taxes on growth. Let’s talk about how annuities can help keep your gains healthy by avoiding putting all your eggs in one basket. https://blog.massmutual.com/post/cash-off-table.

‘Sequence of returns’ risk is often an overlooked problem for individuals near or in retirement. Experiencing one or two years of negative returns early on, can have a damaging impact on how the rest of their retirement plays out. Whole life insurance can help! Learn how: https://bit.ly/42M1fa2.

With the new changes to the SECURE act, the landscape of retirement is shifting. We should get together to talk about how this may impact your plans and how an annuity can benefit you. https://blog.massmutual.com/post/retirement-congress-securetwo.

Having the Disability Income Insurance (DI) conversation with clients is a must. But how do you start? In this episode of DI Download, Todd Parker ChFC®️, CLU®️, CLTC, Partner at Lenox Advisors and a 2022 Forbes Top Financial Security Professional, discusses how he approaches the conversation and the benefits of owning DI. https://bit.ly/3LT3SkL.

One in three people say that they’ll be working until 70 or until they no longer can. Does that reflect your retirement plan? MassMutual recently teamed up with the Age-Friendly Institute to find out how long Americans are planning to stay in the workforce. Learn more: https://bit.ly/3Ht6rHy.

There will be 8.6 million more Americans above the age of 65 by 2026 and the demand for guaranteed income will undoubtedly increase. Let’s talk about how we can prepare for that reality. https://bit.ly/3nafRk8.

When it comes to investing, nobody ever says “buy high and sell low.” Now might be the best time to consider a variable annuity with an income solution that offers full market participation and income protection from market downturns. Contact me to learn more.

One of the most important decisions you can make when considering an estate plan is choosing a successor trustee that will step in and help manage your trust assets when you no longer can. Let’s get together and discuss how MassMutual Trust can help. https://blog.massmutual.com/post/mmtrust-successor.

We're here to help you get where you want to be.​ Let’s talk today so you can feel more comfortable about tomorrow.

Historically, MassMutual has delivered consistently strong results through the Dividend Interest Rate (DIR). Learn more: https://bit.ly/3A9mruf.

The new sign is up. The off season is over. Here’s to MassMutual’s first season as an official partner of the Boston Red Sox.

Learn more about this historic partnership at MassMutual.com/redsox.

Purchasing disability income insurance today can help safeguard your future income, and most everything that depends on it. Let’s talk about helping to protect one of your most valuable assets — your income.
https://bit.ly/3obDr0g.

April is Financial Literacy Month. While everyone learns in different ways, one thing is clear: experience is the best teacher. I can help you tackle your financial ‘to-do’ list while helping you gain experience along the way.

We believe there’s power in having an entire portfolio in one place, from protection to wealth management. Find out how to transform the way you do business using Advisor360° at Mass Mutual.
https://financialprofessionals.massmutual.com/allie-g-kilroy

Annuities are a great way to allow your savings to grow tax-deferred. Let’s get together to discuss how to keep as much money in your pocket as possible. https://bit.ly/3HtkVGB.

2022 was a tough time for a lot of people and concerns about the economy have rarely been higher. Let’s get past the doom and gloom and talk through your plans to weather the rocky economy. https://www.massmutual.com/about-us/news-and-press-releases/press-releases/2022/11/massmutual-consumer-spending-and-saving-index-inflation-and-recession-fears-have-americans-looking.

Fixed investment products will likely not provide returns high enough to combat inflation. Let’s talk about how MassMutual’s newest tax-deferred variable annuity can help diversify your portfolio and help grow your nest egg when inflation is high. https://bit.ly/40cUoG0.

We’ve passed the point where we can expect a company to solely take care of our retirement needs. Let’s talk about how you can take command of your retirement income needs through a pension-like annuity.

While the total amount of allowed contributions in qualified plans is rising for 2023, you may have clients that will eventually max out. Let’s talk about how these people could benefit from a tax-deferred, non-qualified annuity which can help keep them on track in optimizing their retirement savings. https://blog.massmutual.com/post/four-oh-one-kay-not-enough?_ga=2.40586023.486167156.1668025820-646024193.1664474638.

How do you envision your future? Simple joys? Luxury living? Keeping your sights set on your future can help you plan ahead. Create your own vision board for some inspiration! https://bit.ly/3ZPO6fn

Rev. Dr. Martin Luther King Jr. paved the way towards social and economic justice for all. Today and every day, we are committed to honoring Dr. King’s legacy.

Whole life insurance has features beyond death benefit protection. It can grow during your working years, may provide additional income during retirement, and can also help with long-term care expenses as you age. Call me to discuss how whole life insurance may be right for you. https://blog.massmutual.com/post/whole-life-stages