Who you choose to work with matters.
Consider an established, highly respected company
based on demonstrated indications of quality and performance - Baystate Financial.
Local support. It’s what sets us apart from many other financial services companies. As a financial professional working with the Baystate brokerage team, you will work directly with a team that will provide the training, marketing, and technical support necessary to successfully build your business and best serve your clients.
Baystate Financial and you...
the right relationship for success.
Baystate's Brokerage Services will be your one stop shop for:
- Marketing support
- Product expertise and positioning
- Illustration support
- Case design and consultation
- Development training and seminars
- Estate and business planning resources
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ESTATE & BUSINESS PLANNING
Working in conjunction with your clients’ counsel, tax advisors and accountants, the estate and business planning team is available to help you with case consultation, sales collaborations, and advanced sales strategies.
Major areas of specialization include:
- Retirement Planning
- Worksite Guarantee Issue Life and DI
- Split Dollar Arrangements
- Business Succession Planning
- Irrevocable Life Insurance Trusts
- Executive Benefit Plans
- Charitable Gifting Plans
- Estate Planning
Whether you’re helping clients address the insurance needs of their new business or plan for retirement, we’ve got a productthat can help. Our broad variety of Life, and Disability Income insurance products meet a range of financial needs for varioustime horizons, including lifetime coverage.- Whole Life- Universal Life- Survivorship Life- Variable Universal Life*- Term Life- Disability Income Insurance- Fixed Annuities
Powerful Infrastructure. Sharing our strengths. Growing your business.
For over 116 years, Baystate Financial has capitalized on its financial strength and industry leading support infrastructure which allows us to deliver on our commitment to customer service. It’s a simple formula that has helped us thrive - and can help you maximize your business. It’s not boasting - it’s our reputation. Put it to work to further grow and diversify your business.
As the Directors of Brokerage at Baystate Financial, we make available to insurance brokers the portfolio of MassMutual products including: Whole Life and Term Insurance, Disability Income Insurance products, Long Term Care Insurance and Fixed Annuities.
The company’s strong and growing network of financial professionals help their clients make good financial decisions for the long term. We are looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients. In turn, you can expect one-on-one support for all your client’s needs, including: case consultations, estate and business planning expertise, marketing and illustration support, plan designs plus product positioning strategies and presentations.
Robert L. Porack, CLU
100 William Street, Suite 300
Wellesley, MA 02481
65 LaSalle Road, Ste 200
West Hartford, CT 06107
Tel: (860) 313-4840
Cell: (203) 578-0683
Estate Planning services are provided working in conjunction with your estate planning attorney, tax attorney and/or CPA. Consult them for specific advice on legal and tax matters.