Spencer Price - Mass Mutual

Spencer Price - Mass Mutual As a financial services representative, I take a holistic approach to helping my clients develop a fi

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.
07/09/2024

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.

07/01/2024

Retirement plans aren’t just for big companies. Let’s talk about all your options.

06/24/2024

Your business is your biggest asset. Let’s talk about ways to protect what you’re building.

After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-ne...
06/20/2024

After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-needed income — and a diploma. Learn more.

When she left home that day, Brigitte Jameson had no idea how much her life would quickly change. To help start the DI conversation, share this MassMutual DI claim…

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate...
06/19/2024

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.

The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.

69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance pl...
06/19/2024

69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance plan in place to retain your best team members.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they ...
06/05/2024

Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.

Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.

06/03/2024

For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up along the way. Let’s make a plan that covers all your bases.

05/22/2024

Executive Bonus Plans allow business owners to offer a valuable insurance benefit to their key employees. Contact me to learn more.

05/20/2024

Follow-up question: How will you fund it? Many business owners overlook permanent life insurance as an option. Talk to me to learn more.

Even if you are covered by disability income insurance through your employer, the level of income protection it provides...
05/16/2024

Even if you are covered by disability income insurance through your employer, the level of income protection it provides may not be enough. Let’s make sure you’re protected.

You insure your home, car, and jewelry. So why not you insure the asset that pays for them? Let’s talk about the importa...
05/09/2024

You insure your home, car, and jewelry. So why not you insure the asset that pays for them? Let’s talk about the importance of protecting your income with disability income insurance. Contact me today.

Address

5885 Meadows Road
Lake Oswego, OR
97035

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15038945242

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