Tony O'Rourke, Financial Services Representative

10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/13/2026

America’s appetite for annuities remains strong with an 11th consecutive $100M+ quarter. Let’s connect to explore annuity strategies that may help support your clients’ retirement goals.

https://bit.ly/47QmpIp

10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/08/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help your clients protect what matters most.

10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

09/28/2026

Protect your business and shape your future. I can help.

09/23/2026

📥 Applications are now open for MassMutual’s new Whole Life 95 and Whole Life Guard 10 Pay. Get ready to help meet a broader range of client needs, backed by a legacy of long-term stability.

https://bit.ly/4hrsVK5