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MassMutual financial professional.

Herbert "Tom" Wolfemail

Center for Wealth Preservation - Suffolk

1393 Veterans Memorial Highway Suite 307 S.
Hauppauge, NY 11788

  • Professional Story

    BUSINESS PHILOSOPHY

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.


    PRODUCTS AND SERVICES

     Fixed and Variable Annuities
     Charitable Giving Strategies
     Disability Income Insurance
     Estate Conservation Strategies
     Education Funding Strategies
     Health Insurance
     IRA Consolidation/Rollovers
     Long-Term Care Insurance
     Mortgage Protection (through life insurance and disability income insurance)
     Lump Sum Pension Distribution
     Medicare Supplement Coverage
     Pension Payout Alternatives
     Pension Transfer/Rollovers
     Mutual Funds
     Tax Sheltered Annuities, 403(b) Plans
     Term Insurance
     Universal Life Insurance
     Variable Universal Life Insurance
     Whole Life Insurance
     Managed Accounts
     Wealth Management Services
    QUALIFICATIONS

     Licensed to sell Life, Accident and Health Insurance in NY, NJ, CT, CA, NC, SC, & AZ
     Certified in Long Term Care Partnership in NY and NJ
     Registered Representative
     Investment Advisor Representative 

    PROFESSIONAL EXPERIENCE 

     Manager at Sears Roebuck & Co. in both Retail and Service areas


    PERSONAL

     30 Year resident of Lake Grove, NY
     Family: wife and two children
     Hobbies: Cross Country Skiing
     BA, History, St. John’s University
     MBA, Management, St. John’s University
     LUTCF, The American College


    ORGANIZATIONS

     Pre-Cana program – Assumption Parish
     Huntington Chamber of Commerce
     Hauppauge Industrial Association
     NAIFA
     LISR


     

  • Languages:
    • English

  • Credentials:
    • LUTCF®
    • MBA

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Business Succession Planning
    • Financial Education

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