Investments, Insurance & Financial Planning

MassMutual Northwest

Mount Rainier
Customer Relationship Summary
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Investments, Insurance & Financial Planning 

When it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who’s experienced and knowledgeable to assist you along the way. MassMutual Northwest works closely with Seattle Credit Union members to provide them with strategies that help with their unique situations.

MassMutual Northwest Services Include:

  • Retirement and Income Strategies
  • Investment Analysis and Portfolio Allocation
  • Wealth Transfer and Estate Planning Strategies

Investment Services Include:

  • Mutual Funds
  • Variable Annuities
  • Traditional and Roth IRAs
  • 529 Plans (College Savings Plans)
  • Individual Stocks and Bonds
  • 401(k) and Other Retirement Plans

Insurance Services Include:

  • Life Insurance
  • Fixed Annuities
  • Disability Income Insurance
  • Long Term Care Insurance

Schedule a Consultation

For more information about MassMutual Northwest, please contact our registered representative, Ed Erickson (CRD# 5777778).

 

 

206-346-3208Email Ed Erickson

Products and Services are Not insured by the Federal Deposit Insurance Corporation (“FDIC”), the National Credit Union Administration (“NCUA”) or any other Government Agency; NOT a deposit or other obligation of the Credit Union or an affiliate of the Credit Union and is not guaranteed by the Credit Union; SUBJECT to investment risks, including possible loss of the principal invested; NOT a condition to the Credit Union’s extension of credit

Seattle Credit Union receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. This compensation creates an incentive for Seattle Credit Union to refer clients to MMLIS and its representatives, resulting in a material conflict of interest.

MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company and its affiliated subsidiary insurance companies (MassMutual), and MML Insurance Agency, LLC (MMLIA).

For the products and services offered through MMLIS, Seattle Credit Union will receive 17.5% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered by or through MassMutual and MMLIA, Seattle Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.

Seattle Credit Union is not affiliated with MMLIS or any of MMLIS’s affiliates (including MassMutual), and Seattle Credit Union is not a client of MMLIS.

Securities products and investment advisory services are offered through representatives of MML Investors Services, LLC, Member SIPC® and a Massachusetts Mutual Life Insurance Company subsidiary, 1295 State Street, Springfield, MA 01111.

States licensed to sell insurance: WA, AK, AZ, CA, HI, MT, NJ, NV, OR, TX

Ed Erickson: CA Insurance Llc 0J03579; Domiciled in WA

States licensed to sell securities: WA, AK, CA, MT, NV, OR, OH, TX

CRN202606-6533484

     Not NCUA Insured                  Not Credit Union Guaranteed              May Lose Value      

I’d like to discuss MassMutual Northwest options.

This form is sent via email to our referral process to our MassMutual registered representative, Ed Erickson (CRD# 5777778). Please do not include any sensitive information, such as member numbers, account information, or Social Security numbers.