Pradeep K. Bhatia LUTCF®

Financial Service Representative

I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.

I can offer comprehensive financial strategies and/or focus on one specific area of need.

BUSINESS PHILOSPHY

 

My goal is to provide my clients the best Financial service, and to help them become Financially secure now and through retirement.

 

PRODUCTS AND SERVICES

 . Retirement Planning

 . Individual & Group Retirement Plans

 . IRA/Roth Consolidation/Rollovers

 . Retirement Plans Transfer/Rollovers

  401(K); 403(b); 457(b); SEP; SIMPLE

 . Stretch IRA- Inherited IRA- Decedent IRA

 . Lump Sum Pension Distribution

 . Pension Payout Alternatives

 . Pension Transfer/Rollovers

 . Estate Analysis

 . Life Insurance

 . Disability Income Insurance

 . Long Term Care Insurance

 . Fixed and Variable Annuities

 . Mutual Funds

 . Separately Managed Accounts

 . Wrap Accounts

 

Qualification

. Investment Adviser Representative of MSI Financial Services Inc

. Registered Representative of MSI financial Services INC

. Life Underwriter Training Council Fellow

 

Personal

. 22 year Resdient of Naperville

. Family: Wife Rita, Daughter Bonnie, Son in Law & Grandson

. Hobbies: Reading

 

 

 

 



CRN201912-180567

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