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Personal Strategies

We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future.

Personal Strategies

Financial Resource Services

  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Long Term Care Insurance

Tuition Funding Programs

  • College Costs Analysis
  • Insurance and Investment Products

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving



Neither MML Investor Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal or tax matters. 

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