Carter Frantz, Financial Services Professional

Wishing all the wonderful dads out there a happy Father's Day!

These days, you can do almost anything online. But lots of people prefer real human interaction when talking about their financial goals. Let’s discuss your retirement needs and see if your plans are on track.

https://www.agefriendly.com/articles/join-me-on-analog-island.

Feel empowered to build a secure future for you and your employees. Let’s discuss financial strategies to support your business.

Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.

What is a Section 162 executive bonus plan and how does it work | MassMutual Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.

Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed lifetime income, variable annuities provide a less risky method to use the market to grow your savings. Let’s chat and see if a variable annuity makes sense for you.

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Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.

https://www.youtube.com/watch?v=VYbsgZuYUSE.

Benefits of tax deferral This video explains the benefits of tax deferral and describes the differences between a tax-deferred investment and one that is taxed each year.Tax deferral...

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.

Today we honor the bravery of those who gave the ultimate sacrifice for our freedom.

Market volatility could have a potential long-term impact on your retirement. You can’t predict downturns, but you can prepare for them, and reduce their impact.

MassMutual | Retirement Planning | Market Risk and Your Retirement Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a better way. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments.

Along with providing important coverage, the potential for dividends is an important part of the overall value that MassMutual’s participating whole life insurance offers to your clients. Learn more.

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Knowing how your clients’ financial assets impact their taxes is an important part of their financial picture. Learn more about tax diversification options and the possible outcomes of each.

https://blog.massmutual.com/retiring-investing/income-tax-diversification.

Income protection is a key element of overall financial wellbeing, especially for those within the medical community. Let’s make sure you’re protected. https://fieldnet.massmutual.com/public/di/pdfs/di85001.pdf.

To all the amazing moms in our lives – happy Mother's Day!

You have your sights set on the future — sending the kids to college, retirement, leaving a legacy... a steady investment strategy can help you get there.

How you can win with a steady, long-term investment strategy | MassMutual A consistent, diversified investment strategy can help you reach your goals. Get information from MassMutual.

81% of Americans facing retirement say they’d work part time if they could receive healthcare benefits. Let’s set up some time to talk about your retirement plan and keep you in control of your employment decisions in your retirement years.

https://www.agefriendly.com/articles/employers-serving-up-benefits-for-part-time-workers.

For some, “Get life insurance” stays on the to-do list because they think it’s just too expensive. Let’s talk about a strategy to help get the coverage you need within your budget.

fieldnet.massmutual.com

Annuities, like retirement plans, are not one size fits all. Let’s build one tailored for you.

Different types of annuities explained | MassMutual There are a variety of annuities that offer different payouts and benefits. This article helps you determine which type of annuity may be best suited for you.

Contributing to retirement plans and offering insurance benefits can go a long way toward loyalty. Contact me to learn about your options.

Happy Cinco de Mayo! May your day be festive and fun.

It’s not what you earn, it’s what you keep. Let’s talk about your retirement plan and the power of tax-deferral to help you keep more.

https://fieldnet.massmutual.com/public/ann/pdfs/an8401.pdf.

Fixed annuity sales are still estimated to trend upwards as we reach the midpoint of the decade. Are you prepared to ride that wave? Let's connect.

As we celebrate the contributions of entrepreneurs across the nation, be sure you take the opportunity to learn more about ways to grow, protect, and value your business. Contact me to learn more.