The Firm
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Wealth Concepts, LLC takes a unique approach to comprehensive financial, estate, and business planning.
Our clients typically already have existing advisors in place and have done a certain level of business, estate or investment planning.
Why then would they hire us?
Most often we find it is due to a lack of coordination and a desire to take their planning to the next level. We look at a client’s entire financial picture on a cross-disciplinary basis. Through our coordinated approach and process we are able to uncover coordination gaps and missed opportunities in their planning due to years of nonintegrated advice.
Through our methodology we are able to demonstrate the specific value we can bring to impact our clients' situations. Based on our ability to quantify this value our clients make a determination to engage our services for a fee. Once hired, we enter our clients’ lives as a trusted advisor and most often become the lead advisor driving the strategies and implementation of the planning process.
We operate from an open-architecture perspective. Our advisors have the ability to use the most competitive insurance and investment productsFN during plan implementation. We operate as a general agency of Massachusetts Mutual Life Insurance Company, an extremely strong and solid financial institution. This provides us with many of the necessary tools and capital required to be competitive in today’s marketplace that only a large institution can provide. Many of our advisors have come from not only traditional life companies, but also various forms of independent broker/dealers and alliances. We believe we offer the strength and backing a large institution affords, while providing a unique process and culture within our local environment.
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"When choosing a company to represent, consider
the company’s reputation, history and future prospects."
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Strength You Can Trust
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we are able to leverage MassMutual’s Fortune 1001 reputation, as well as more than 156 years of experience helping entrepreneurial individuals build financial services practices. And although nobody knows what the future will bring, MassMutual’s financial strength ratings2 and stature as one of America’s “Most Admired” companies3 help provide peace of mind for policyholders and associates alike.
A Career that Makes a Difference
Being a financial services professional is more than just a job. It’s a career you can be proud of. That’s certainly the way we feel. We take great pride in helping neighbors, friends, families and business owners to financially prepare for many of life’s pivotal events.
Superior Tools for Your Practice
You’ll find the powerful platform you need to service your clients with us, from insurance to investments, to employee benefit products and comprehensive financial planning.4 In addition to home office support and competitive payouts, you’ll enjoy critical sales support services including direct mail, email marketing, local advertising, ready-made seminars, wholesalers who understand your business, and attorneys to consult on estate and business planning.5
Doing Well by Doing Good
One of the best things about joining our team is the knowledge that you’re making a positive impact on the lives of people in your community.
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The following information shows our extensive ties with the community based on our clients’ relationships with MassMutual and affiliates as of year-end 20076.
Number of policyholders
and clients:
13,354
Life insurance
coverage in force:
$1,757,570,245
Life insurance
benefits (claims) paid:
$8,749,046
Disability insurance
benefits (claims) paid:
$1,555,677
Assets under
management7:
$707,588,591
Wealth Concepts, LLC
4600 S. Ulster Street
Metropoint I, Suite 1200
Denver, CO 80237
303.692.8183
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1 Fortune magazine (4/30/07).
2 Check massmutual.com/ratings for current ratings.
3 MassMutual is ranked #3 on the list of America’s Most Admired Companies for its industry category (insurance: life and health), Fortune magazine (3/17/08).
4 Financial planning services offered through investment advisor representatives of MML Investors Services, Inc. Securities offered through registered representatives of MML Investors Services, Inc.
5 The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. MassMutual, its 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. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
6 Data includes production from Wealth Concepts, LLC and its detached offices.
7 Assets under management include assets and certain external investment funds managed by MassMutual and its subsidiaries.
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