“Since 1886” means something to our organization—a tradition of excellence.
We began as one of the first life insurance agencies for Massachusetts Mutual Life Insurance Company (MassMutual) of Springfield, MA. During the first hundred years, we grew to become a premier general agency of Massachusetts Life Insurance Company (MassMutual) of Springfield, Massachusetts. Philadelphia is our home. Our roots reach out through the Greater Philadelphia area.
Since 1951, our firm has evolved by offering investments*, and our financial planners* now offer fully integrated, dynamic financial planning in a modern "six pillars" model. We provide Today’s financial planning* with yesterday’s traditions™.
We have been serving the Philadelphia area for over 120 years.
Our leadership has changed hands only three times in the last 50+ years, each time in a planned, orderly manner. Gordon Miller, Ira Mogul, Tim Flanagan and now Harris Fishman have led great changes and innovations that advanced us and what we do for clients.
As of January 1, 2010, we have over $3.8 billion of life insurance in force and service $900 million in assets. Almost $37 million billed premium comes into our operation annually. With over 25,000 clients, we are ranked as one of MassMutual's top firms nationwide.
Our Values
Our commitment to our values keeps us on track in many ways, from our dedication to clients to our search for qualified recruits.
Culture
We provide a professional environment offering unparalleled leadership
within a culture fostering growth and success.
Integrity
We demonstrate integrity by our commitment to accountability, honesty and trust.
Communication
Open communication is fundamental to our relationship and success.
Teamwork
We cultivate and support teamwork through education, motivation and recognition.