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MassMutual financial professional.

Joanne L. Reshemail

  • 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 client’s established goals. My personal goal is to become a lifetime resource for each and every client.

    PRODUCTS AND SERVICES

    • Fixed Annuities & Variable Annuities
    • Charitable Giving Strategies
    • Disability Income Insurance
    • Estate Conservation Strategies
    • Education Funding Strategies
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Mortgage Protection (through life insurance and disability income insurance)
    • Medicare Supplement Coverage
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Mutual Funds
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance and Whole Life Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Auto Insurance
    • Employee Benefit Plans
    • 401(k) Plans
    • SEP IRA’s

     QUALIFICATIONS

    • Certified Family Business Specialist (CFBS) Designee
    • Licensed to offer Life & Health Insurance in Texas and Louisiana
    • Registered to offer securities products in Texas, Louisiana, California, Pennsylvania, and Nevada
    • Licensed to offer Property and Casualty Insurance in Texas

    PERSONAL

    • 30-year resident of Houston
    • Hobbies: Running and reading

    ORGANIZATIONS

    • Member of State Bar of Texas
    • Member of the Bar of the Commonwealth of Pennsylvania
    • Member of the U.S. District Court for the District of Columbia
    • Texas Notary Public
    • Past Assistant Editor, South Texas Law Review
  • Languages:
    • English

  • Credentials:
    • CPA*
    • JD**
    • MBA
    • CLTC®
    • CFBS

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

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See Joanne’s Licenses and Disclosures

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