How to Talk to Clients About Annuities

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About This Episode

With Americans living longer and deferring retirement for lots of reasons, the retirement planning landscape is changing. Employers are not offering pensions. All these factors make planning for retirement income crucial. We’ll explore this in depth with my guest, Matt DiGangi.

About Our Guest

Matt DiGangi is head of annuity distribution at MassMutual Strategic Distributors, a division of MassMutual, now offering diverse product solutions across the industry, all backed by the strength of MassMutual.

He started the third-party annuity business for MassMutual in 2013 and has grown it to over $9.5 billion in annual sales. In his expanded role, Matt builds and grows strategic partnerships and oversees the company’s overall third-party distribution strategy, including wholesaling, key account management, marketing strategy, client services and delivery.

During Matt’s more than two decades with MassMutual, he also provided leadership in the distribution of annuity, life, disability income, and long-term care insurance products in domestic and international markets. His financial services career began in a variety of service and sales positions with American Skandia.

Matt is a member of the LIMRA Annuity Executive Advisory Board and actively participates in several industry roundtables.

Matt maintains his CLTC designation, series 6 and 26 licenses. He is a graduate of Sacred Heart University and earned his MBA from Quinnipiac University.

Show Notes

Learn More about MMSD Annuity Solutions and Check Rates -

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Annuity payment example was calculated as of Nov 13, 2023 using female, age 67 with life cash refund option.

The information provided is not written or intended as specific tax or legal advice. MassMutual, its subsidiaries, employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

All guarantees are based on the claims-paying abilities of the issuing insurance company. Annuity products are issued by MassMutual Life Insurance Company, MassMutual and C.M. Life Insurance Company, C.M. Life Insurance Company, Springfield, MA 01111-0001 is a non-admitted in New York and is a subsidiary of MassMutual. Springfield, MA 0111-0001. This is for financial professional use only, not for use with a public. MM202610-307070.