Nick Tranghese
Life & Annuity Specialist
Planning Solutions Group
Driving growth through expert support in life and annuity solutions across a multi-state territory.
I have been with MassMutual since 2014, starting my career working with Third Party Distribution, Licensing and Commissions. After 2 years, I was promoted and moved to become a Relationship Manager for Annuity New Business. During this time, I managed East Coast agencies in the new business process, aided in the transition to our partners in Topeka, Se2, and helped stand up a new Fixed Annuity Order Entry process.
Through my experience as a Relationship Manager, I grew key relationships with our Wholesaling team and joined the team in December of 2017. Upon passing my series 6 license I was promoted in a few months to wholesale with Jeff Landsberg and the Southeast territory. During my tenure on the desk, I have exceeded multiple sales goals in our Life and Annuity Lines of business; recognized as a “Top Wholesaler for 2019”. Due to my success as a wholesaler, I have been afforded the opportunity to expand my territory which now includes almost 28 agencies that range from Texas to Florida, up to New Jersey and Pennsylvania.
Career Snapshot
Life & Annuity Specialist
– Coastal Wealth / MassMutual
Top Wholesaler
– Recognized for 2019
Annuity Relationship Manager
– East Coast Agencies (2 Years)
Series 6 Licensed
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
