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Meet Todd

Financial Services Representative for MassMutual Carolinas

Todd Paris, MassMutual Carolinas

As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities.

Together, my clients and I build a financial strategy that encourages them to think about where they've come from, where they're going, and what they'll leave behind.

Personal Solutions:

 Protection services

  • -Financial guidance
  • -Life & disability income insurance needs
  • -Review of savings & investments
  • -Budgeting & cash flow study
Retirement products & services

  • -Fixed and variable annuities
  • -Retirement income needs review
Tuition funding programs

  • -College cost analysis
  • -Insurance & investments
Investment products

  • -Mutual funds
  • -Unit investment trusts
  • -Variable & fixed annuities
Estate planning

  • -Tax efficiency strategies
  • -Charitable giving
Business Solutions:

  • -Business continuation planning
  • -Funding option analysis
  • -Buy-sell strategies
  • -Family business succession planning
  • -Key person insurance
Executive fringe benefits:

  • -Executive bonus plans
  • -Split dollar insurance
  • -Deferred compensation funding
  • -Salary continuation plans
  • -Non-qualified executive fringe benefits
Employee benefit program

  • -Pension, profit sharing & 401(k) plans
  • -Payroll deduction plans

Disclosure:https://carolinas.massmutual.com/about-us/licenses


CRN202208-269907

MassMutual Carolinas | Financial Services

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