Jeffrey Holy, Financial Services Professional, MassMutual South Carolina

Jeffrey Holy, Financial Services Professional, MassMutual South Carolina Jeffrey is a Financial Services Professional at MassMutual South Carolina proudly serving clients nationwide.

Throughout his professional experience, he has amassed and array of skills that combine to shape his approach with his clients as a financial professional today. The main focuses of Jeffrey and his team are to truly understand you – your wants, needs, and desires, to create an awareness of overall financial wellness and how to achieve it, and to be the liaison between the you and your financial wo

rld. By focusing on these three pillars, he is able to deliver highly-optimized solutions specifically designed for your personal situation, elevating your financial security and creating a lasting legacy. Jeffrey was born and raised in Chardon, Ohio and started his business career working with Techtronic Industries, NA (TTI). In his roles with TTI, he was heavily involved in understanding the voice of the customer to successfully communicate the brand, creating awareness to the value of their products, and being one of the main liaisons between his brands and retailers. He is a graduate of John Carroll University with a degree in Business Administration and holds his license to sell life, accident, and health insurance. He is licensed to sell insurance in CA, GA, IL, IN, KY, MD, MI, NC, OH, SC, and TN.

Help your clients give their children or grandchildren a financial head start with whole life insurance. Let’s discuss ...
10/03/2024

Help your clients give their children or grandchildren a financial head start with whole life insurance.

Let’s discuss how your clients can give their loved ones the gift of a lifetime.

06/20/2024

An executive bonus arrangement using whole life insurance can help retain and reward key employees. Watch this video to learn how, then let’s connect to explore your options.

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Today we celebrate our planet and remember our role in protecting its beauty.
04/22/2024

Today we celebrate our planet and remember our role in protecting its beauty.

Many I.T. professionals who have group long term disability (GLTD) through their employer don't realize their coverage m...
02/29/2024

Many I.T. professionals who have group long term disability (GLTD) through their employer don't realize their coverage may not be enough. Talk to your clients about adding a MassMutual individual DI policy to their income protection plan.

https://www.youtube.com/watch?v=wXi9Hgts_TA.

02/28/2024

When it comes to building financial confidence, feeling heard and empowered is key. Let’s talk about planning for your future.

69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right plan in plac...
02/27/2024

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

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

You don’t know what you don’t know! Fortunately, I can help educate you on life insurance solutions to fit your unique ...
02/26/2024

You don’t know what you don’t know! Fortunately, I can help educate you on life insurance solutions to fit your unique needs and budget. Let’s start the conversation today.

There’s a better way to solve the issue of an income gap than fixed withdrawals. We should talk about how immediate inc...
02/23/2024

There’s a better way to solve the issue of an income gap than fixed withdrawals. We should talk about how immediate income annuities are an increasingly attractive method for closing the income gap without the risk of having your clients run out of money. https://bit.ly/3uGGkK1.

Group disability coverage provides important basic income protection to employees, but for many it may not be enough. Le...
02/22/2024

Group disability coverage provides important basic income protection to employees, but for many it may not be enough. Let’s discuss whether supplemental DI coverage is right for you. https://bit.ly/4bGeMFj.

02/21/2024

Are inheritance and passing down wealth part of your financial plan? Let’s talk about ways to pay it forward to your loved ones.

Address

Pendleton, SC
29670

Telephone

+18645028409

Website

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