Victor Lee, Financial Planner

Keep the conversation going—let’s talk about building your family’s wealth.

Estate planning can be a complex topic for your clients to navigate. Leverage this quiz to test their knowledge and learn more about why an estate plan is important.

https://explore.massmutual.com/ytsvjejp?L=Linkedin.

The current high estate tax exemption limits are due to expire at the end of 2025. Let’s discuss your situation to ensure you’ve got a plan in place to help preserve your family’s wealth.

Plan now? The estate planning 2026 question mark | MassMutual The current estate tax exclusions and income tax brackets will sunset by 2026. Here’s what to consider.

Life is unpredictable. Let’s talk about your “what happens if…?” questions.

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

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

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.

MassMutual Consumer Spending & Saving Index: In Pursuit of Happiness, Younger Generations Prioritize Money over Marriage - MassMutual Contradictorily, they feel behind in saving enough to retire at an ideal age (60-69) - MassMutual

Building and maintaining wealth is personal. Let’s talk about ALL your options.

Whether life goes according to plan, or throws a curveball, expenses will always need to be paid. Learn more about ways to protect yourself, and let’s talk.

Why you need both life and disability insurance | MassMutual We all like to think serious illness, disability, and premature death won’t ever happen to us or to our loved ones. But what if they do?

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.

Do's and Don'ts for Your Kids' College Funding Zoom Seminar - It will worth your time! Register NOW!

Like and Share with other Parents!

Understanding your lifetime income is key to planning for the future. See how it adds up with our income calculator.

fieldnet.massmutual.com

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

With the first half of the year coming to an end, let’s take pause to reflect on what’s been shaping the markets. Check out the latest weekly market snapshot and reach out with any questions.

hsl-pnw-downloadable-files.s3.amazonaws.com

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.

Costs and Considerations for In-Home Elder Caregiving 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...

Annuities aren’t just for retirees. If it’s right for you, a variable annuity can be a great method to grow your nest egg if you act while you’re still building your assets. Let’s talk it through.

Future generations will benefit from the wealth you build today. Let’s talk about ways to secure your future.

Your clients are their own “money making machines.” Make sure they're protecting their income with DI insurance.

You are the Money Making Machine | Disability Income Insurance | MassMutual Your ability to earn an income is invaluable. Protect your income with Disability Income Insurance from MassMutual.

Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal everyone should have. Let’s talk through various strategies, like annuities, that can help.

How to live off interest only in retirement | MassMutual If you wish to pay the bills with your earnings, without invading your principal, you’ll need sufficient savings — and a plan to offset inflation.

After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-needed income — and a diploma. Learn more.

Brigitte's Story When she left home that day, Brigitte Jameson had no idea how much her life would quickly change. To help start the DI conversation, share this MassMutual DI claim…