MassMutual
MassMutual’s home office is located in this Massachusetts city, also recognized as the birthplace of basketball.
What is Springfield?
Sagient operates in this industry, guiding clients through investments, insurance, and financial planning.
What is financial services?
Before becoming an advisor, this Sagient team member played collegiate golf at Penn State.
Who is Michael Lubrani?
Designed for affordability and flexibility, this MassMutual policy provides coverage for a set period, often 10, 20, or 30 years.
What is Term Life Insurance?
Meaning “The Second” in Spanish, this is the name of the city where Sagient’s new office is located.
Where is El Segundo?
MassMutual began offering annuity products in this year, the same year the United States entered the first World War.
When is 1917?
Sagient’s name is derived from this ancient language, in which it means “those who know or perceive quickly.”
What is Latin?
Before entering the financial world, this Sagient leader worked as a waiter at Gracie Mansion, the official residence of New York City’s mayor.
Who is Paul Karlitz?
This type of MassMutual annuity provides guaranteed lifetime income and helps protect against outliving your assets.
What is a Lifetime Income Annuity (or Income Annuity)?
The founding of El Segundo can be traced to this company, which built a major refinery there in 1911.
What is Standard Oil?
This famed American illustrator and painter, celebrated for his depictions of everyday life, created advertisements for MassMutual throughout the 1950s and 1960s.
Who is Norman Rockwell?
Rather than focusing solely on numbers, Sagient incorporates this approach that considers clients’ values and emotions.
What is Behavioral Finance?
Long before joining Sagient, this advisor appeared as a child actor in a speaking role on Unsolved Mysteries.
Who is Benny Smith?
This type of insurance helps replace a portion of a client’s income if illness or injury prevents them from working.
What is Disability Income Insurance?
Visible from Sagient’s office, this refinery is operated by a company descended from Standard Oil that adopted its current name in 1984.
What is Chevron refinery?
During this devastating 1918 pandemic, MassMutual supported Springfield residents by helping provide food and housing while paying more than $100 million in death claims.
What is the Spanish Flu?
This Sagient planning framework includes Foundational Fee-Based Plans and Comprehensive Fee-Based Plans tailored to household income and investable assets.
What is the Sagient Blueprint?
If she had chosen a different profession, Kathy Adams says she would have pursued this career.
What is a chef?
This life insurance rider allows policyholders to access part of their death benefit early in the event of a qualifying chronic or terminal illness.
What is an Accelerated Death Benefit Rider?
(also accept: Living Benefit Rider)
After growing as a refinery company town, El Segundo was officially incorporated in this year.
When is 1917?
At just 27 years old, this insurance agent founded MassMutual in 1851 after recognizing the need for more local insurance options.
Who is George W. Rice?
Sagient represents the longest continuously operating agency in the MassMutual system, tracing its origins back to this year.
When is 1905?
This team member has competed in — and won multiple times — the Baja 500 and Baja 1000 off-road races.
Who is Ben Baca?
Often funded with life insurance, this business planning strategy helps facilitate the transfer of ownership upon an owner’s death or disability.
What is a Buy-Sell Agreement?
During the 1930s and 1940s, El Segundo became closely tied to this industry, thanks to its infrastructure and coastal location.
What is aerospace (or aviation)?