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Michele Weiss - Financial Consultant

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Michele Weiss - Financial Consultant

Helping you create comfort and success through holistic financial planning. Michele Weiss has over CA Insurance License

05/09/2023

1-in-10 Americans are living with diabetes, but with improved screening, risk modifications, and treatments, they’re living longer, healthier lives. They may even be eligible for life insurance. Learn more: https://bit.ly/44GWe4e.

04/25/2023

We know the importance of income protection, especially within the medical community. We are a leader in Disability Income Insurance (DI) and our features and benefits make us a great choice for physicians looking to secure their income with DI. To learn more, check out the Physician Materials in our DI Hub: https://bit.ly/3n54IBc.

04/20/2023

The time to purchase life insurance is when our clients are at their healthiest. Thankfully for Katie Miller, she made this important financial decision to protect her family before the unthinkable happened. Let’s discuss how MassMutual’s portfolio of life insurance products may help your clients plan for the future.

04/13/2023

One in three people say that they’ll be working until 70 or until they no longer can. Does that reflect your retirement plan? MassMutual recently teamed up with the Age-Friendly Institute to find out how long Americans are planning to stay in the workforce. Learn more: https://bit.ly/3KYZBvD.

04/11/2023

Are you having the Disability Income Insurance (DI) conversation with every client? In this episode of DI Download, we continue our conversation with Todd Parker ChFC®️, CLU®️, CLTC, Partner at Lenox Advisors and a 2022 Forbes Top Financial Security Professional. Todd discusses his approach to having the DI conversation with each of his clients: https://bit.ly/40WNRix.

04/07/2023

Having the Disability Income Insurance (DI) conversation with clients is a must. But how do you start? In this episode of DI Download, Todd Parker ChFC®️, CLU®️, CLTC, Partner at Lenox Advisors and a 2022 Forbes Top Financial Security Professional, discusses how he approaches the conversation and the benefits of owning DI. https://bit.ly/3KGO7g8.

03/30/2023

With the new changes to the SECURE act, the landscape of retirement is shifting. We should get together to talk about how this may impact your plans and how an annuity can benefit you. https://blog.massmutual.com/post/retirement-congress-securetwo.

03/28/2023

‘Sequence of returns’ risk is often an overlooked problem for individuals near or in retirement. Experiencing one or two years of negative returns early on, can have a damaging impact on how the rest of their retirement plays out. Whole life insurance can help! Learn how.

03/22/2023

Historically, MassMutual has delivered consistently strong results through the Dividend Interest Rate (DIR). Learn more: https://bit.ly/3ndPo52.

03/16/2023

With tax brackets lowering in 2023, now may be the time to convert your traditional IRA to a Roth IRA. We should talk and consider an annuity as a partner product that has lifetime income and limited tax liability. https://blog.massmutual.com/post/roth-conversions.

03/09/2023

Having a strong partial rider is a must. Fortunately, MassMutual’s Extended Partial Disability Benefits Rider (EPR) is among the strongest in the industry.
To help your clients understand the benefits and advantages of MassMutual’s EPR, we created one-on-one case study comparisons and demonstrate how our competitors’ riders perform. https://bit.ly/3ZRfJno.

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7425 166th Avenue NE
Redmond, WA
98052

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