Ann Marie Miller


    Focus: Insurance Strategies, Estate Planning, Retirement Income Planning

    Languages: English

    RETIREMENT PLANNING

    Retirement Planning

    Income Continuation

    Estate Conservation Strategies

    Analysis and Selection of Asset Allocation

    Individual Retirement Accounts (IRAs)

    College Funding Strategies

    PROTECTION AND INSURANCE

    Life Insurance

    Fixed and Variable Annuities

    Disability Income Insurance Protection

    Long-Term Care Insurance

    INVESTMENTS

    Mutual Funds/ETFs

    BUSINESS PLANNING SOLUTIONS

    Ownership Succession Strategies

    Overhead Protection

    Key-Person Insurance

    Buy-Sell Agreement Funding

    Disability Income Insurance

    EMPLOYEE BENEFITS

    Group Life Insurance

    Dental Coverage

    Disability Income Insurance

    Qualified Retirement, Pension & Profit Sharing Plans 401(k), 403(b), 457(b) and Section 125 Plans

    SEP & SIMPLE IRAs

    Long-Term Care insurance

    IRAs (Payroll Deduction)

    Executive Benefits, Key Person Insurance

    Group Health Insurance

     

     

     

    Education

    Rutgers, B.S. in Finance

    Hobbies

    Teaching dance & Spending time with family

    Affiliations & Memberships

    NAIFA

    See Ann Marie’s Licenses and Disclosures

    Contact Ann Marie

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    MassMutual Tri State

    Main Office

    186 Wood Avenue South Suite 301
    Iselin, NJ 08830-2763

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    CRN202111-256498