MassMutual South Texas is a member of the MassMutual Financial Group. We have been in continuous operation since 1952, making us one of the longest established financial services organizations in South and Central Texas.
MassMutual South Texas professionals offer financial strategies using life insurance, annuities, disability income insurance, long term care insurance, retirement planning, estate planning, fee-based planning and college funding products, as well as income management and investment services, and more. Our 60 financial professionals and specialists work with a diverse range of high-quality financial tools, including those of Oppenheimer Funds, Inc.
MassMutual South Texas serves more than 25,281 clients1, with $1,330,578,706 in client policy and account values2, and we have $4,627,366,893 of life insurance coverage in force.3
The same passion that we show when investing in our clients’ fiscal wellbeing, we exhibit in the community and in our professionals’ futures. MassMutual South Texas regularly offers seminars for retirement, succession planning, protection of assets, risk management and goal oriented planning. And, we reward minority students in financial fields with scholarships that bring college expenditures more within their reach. We show that same dedication to our professionals, mentoring them to success and freedom as entrepreneurs, with an interest in advancing the careers of all our associates, from all walks of life.
Our efforts—and those of our associates—have been recognized for both professional and personal achievements. However, it is the success of our clients that we care about most.
1 An insured, owner, or payor of a MassMutual policy or contract (as of 12/31/15).
2 Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
3 Amount of individual life insurance in force as of 12/31/15 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.
Our Measures of Community Value
Through 2017, MassMutual South Texas has:
• over $4.8 billion of life insurance coverage in force1.
• paid over $9.3 million in life insurance benefits2 and $2.9 million in disability income insurance benefits (claims)3 to our clients.
• paid $12.4 million in dividends4 to MassMutual South Texas clients who own eligible participating whole life policies with MassMutual.
• distributed $4.0 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).