What we do
Our clients come to us when they have a pressing financial issue on their minds. They come to us when they want to know if they’re on track for retirement, want to know about college savings programs for their child or grandchild, or aren’t sure exactly how to establish a benefit plan for their employees. They come to us after they meet with their accountant, an estate planning attorney or another financial professional. They come to us when they want help, creative ideas and a model to delegate their financial lives so they can concentrate on other things that are important to them in life.
Who we are
We are MassMutual South Carolina, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual).
We are a team of the financial industry’s brightest minds. With backgrounds covering dozens of industries, MassMutual South Carolina has formed a team of professionals and affiliates that are passionate about what we do, have the expertise on how we do it, and are committed to walk our clients through the complexities of planning for their financial futures.
How we’re different
Simply put, our unique differentiator is our clientele. With offices throughout the states of South and North Carolina, and clients throughout the Eastern Seaboard who run everything from soy farms to Fortune 100 companies, our value proposition is our ability to understand them all, understand their personal goals and help them chart a course to achieve them. When you sit down with a member of our team you will know immediately that our financial modeling process is about you, where you want to go in life, and what you want to be when you grow up! That never changes, whether you run the corner grocery store or are responsible for a division of sales reps.
What we believe
We believe in you. We believe that there are things that go bump in the middle of the night, even though in our world that may be an international market. We believe there are things that excite you and things you’ve always wanted to do if you just knew how to go about doing it. And we believe you are capable of anything you put your mind to, even if it’s hang-gliding in South America as a 50th wedding anniversary adventure!
Why we care
Our agency has made a commitment to have a positive impact on the community. Local residents and businesses rely on us to help them secure their financial futures, but our commitment does not end there. Our community involvement through charitable organizations and civic events is deeply important to us, while our time and resources invested are one more reason why we’ve earned trust from so many leaders in North and South Carolina.
Our Measures of Community Value
Through 2017, MassMutual South Carolina has:
• over $5.4 billion of life insurance coverage in force1.
• paid over $21.6 million in life insurance benefits2 and $6.5 million in disability income insurance benefits (claims)3 to our clients.
• paid $16.5 million in dividends4 to MassMutual South Carolina clients who own eligible participating whole life policies with MassMutual.
• distributed $10.1 million in free5 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.
1Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2017).
2Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2017).
3Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2017).
4The amount of dividends to whole life policyholders in 2017.
5MassMutual pays the premiums (12/31/2017).