• White Instagram Icon
  • White Twitter Icon
  • White LinkedIn Icon
  • White Facebook Icon

Personal attention from experienced professionals.  Baystate Financial.

200 Clarendon Street, 19 & 25th Floors

Boston, MA 02116

617-585-4500

baystatefinancial.com

Additional Locations
MA: Boston,  Holyoke, Marshfield, Osterville, South Dennis, Southborough, Wakefield, Wellesley, Worcester

           CT:  West Hartford,  Westport• ME: Falmouth • VT: Colchester
NH: Exeter, Nashua • RI: Warwick, East Providence

© Copyright 2019 Baystate Financial.  All Rights Reserved.

This content cannot be copied without express written consent of Baystate Financial.  Guidance. Insight. Results. is a registered trademark of Baystate Financial and may not be duplicated.

Securities, investment advisory services and financial planning offered through qualified registered representatives of MML Investors Services, LLC  (member SIPC) and a registered investment advisor. Supervisory office: 200 Clarendon St., 19th & 25th Floors, Boston, MA 02116;   Ph: 617-585-4500.   Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.    Member FINRASIPC    CRN202101-240428

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

 

existing broker log in, click here

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

PRODUCT PORTFOLIO

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

Managing Director

Brokerage Director
100 William Street, Suite 300
Wellesley, MA 02481
Tel: 781-239-2022
Cell: 508-287-4093
rporack@baystatefinancial.com

Clay McCleary
Brokerage Director
65 LaSalle Road, Ste 200
West Hartford, CT 06107
Tel: (860) 313-4840
Cell: (203) 578-0683
cmccleary@baystatefinancial.com

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.