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Sep 9, 2010
Category: General
Posted by: baystate

David Porter has come a long way since the early 1980's. Back then, he was a door-to-door insurance salesman, and would even pitch life insurance to the passengers sitting next to him in the car-pool. To his credit, he not only made a sale to one person who originally asked him to ride along to the factory in King of Prussia, Pa., but also sold policies to two other commuters in the van as well.

But he eventually left that life behind, and 12 years ago bought Baystate Financial Services LLC, based in Boston, an affiliate of MetLife Insurance.

What makes Baystate stand out from other firms, the founder says, is its wide array of planning and business specialists on the permanant staff, positions that might otherwise be outsourced. This includes specialists in financial planning - such as estate planning, family business succession planning, elder care, special needs, asset protection, education funding, retirement planning and employee benefits - and experts in financial planning products such as life insurance, disability, insurance, health insurance, long-term care, annuities and mutual funds...

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