Notice for NY Life Policies, Annuity Contracts, and Fraternal Benefit Society Certificates
Click Here to Download PDF – Notice for NY Life Policies, Annuity Contracts, and Fraternal Benefit Society Certificates
California Estate Tax Update
Click Here to Download PDF – California Estate Tax Update
TMH Sold To Alera Group
Download PDF – TMH Sold to Alera – Press Release
Mutual Life Insurance Company Dividend Rates- 2017
Download PDF- Mutual Life Dividend Rates for 2017
Daniel Church
Daniel Church has been in the financial services industry for 10 years focusing on the planning and implementation of life insurance plans for high net worth families and corporate clients. He is responsible for the design of innovative solutions for retirement needs and complex estate plans, as well as the underwriting aspects of each plan. […]
Allen Cannon
For more than 25 years in the financial service industry, Allen Cannon has worked diligently to help his corporate and individual clients design and implement strategic executive benefit packages tailored to their unique needs. Allen was previously with MullinTBG (a Prudential subsidiary company) since 1997 and joined TMH in 2013. Allen brings his extensive advisory […]
Roxanne Storey, CRPS®
Roxanne (Roxie) Storey has been in the financial services industry over 15 years, working one-on-one with individuals, as well as with small-mid size business owners and executive management teams. Prior to joining TMH, Roxie was a financial advisor with Mass Mutual, then Romero & Levin Wealth Management, enabling her to advise TMH’s individual and corporate […]
Kristin Gustin
Kristin Gustin has been managing complex operations for several years, focusing on designing and implementing efficient systems to increase productivity and sales. Kristin’s previous work experience enables her to organize and manage customer service and account management for TMH’s individual and corporate clients. Kristin holds a BA from Chapman University in Business Administration.
Taylor Haden
Taylor Haden has been in the financial services industry for 10 years. Taylor’s experience provides a unique ability to advise both individuals and corporate clients in the areas of executive retention, estate planning, and tax strategies to create retirement income and preserve generational wealth. Prior to joining TMH, Taylor worked for Bear, Stearns & Co […]