Talk to the Experts
Any questions you may have about engaging your business owner clients or prospects, our Business Overwatch Development team will help you take it to the next step.
- How do I approach an owner?
- Which Subject Matter Expert do I need?
- Where do I start?
Click Here to Email the Team.
Pre-Qualify the Opportunity
The form below will require you to supply some basic info about your client or prospect. This info will help us pair you with the best team for your client's needs. Here's what you'll need to provide (these can be estimates from public sources):
- Estimated Annual Revenue
- Estimated Annual Profit
Learn & Share
Click the link below go to the Business Overwatch Resource Hub. The hub require that you be signed into MassMutual to access. Here you'll find:
- Articles
- White Papers
- Recorded Trainings and Webinars
- Client Facing Collateral and Marketing Tools
Lloyd Polmateer
CEO, First Financial Group
Business Overwatch CEO
Advanced Business Planning Strategies
Lloyd works with high and ultra high net worth business clients to bring together the right team of advisors and affiliated Subject Matter Experts to serve their advanced business planning needs.
Sean Joiner
President, First Financial Group
Business Overwatch President
Advanced Business Planning Strategies
Sean works with high and ultra high net worth business clients to bring together the right team of advisors and affiliated Subject Matter Experts to serve their advanced business planning needs.
Matthew Grace,
ChFC®, CLU®, CEPA®, LACP
Business Overwatch, Director
Advanced Business Planning Strategies
Matt works with high and ultra high net worth business clients to bring together the right team of advisors and affiliated Subject Matter Experts to serve their advanced business planning needs.
Ricardo Garcia
Partner, First Financial Group
Business Overwatch, Development
Business Overwatch Specialist
Ricardo coordinates with you to build a Team that ensures that you have access to the strategies and services that will help optimize your business.
Christopher Foder,
CExP, Partner, Meridian Financial Associates
Business Overwatch, Development
Business Overwatch Specialist
Chris coordinates with you to build a Team that ensures that you have access to the strategies and services that will help optimize your business.
Britton Adams,
ChFC®, CExP - President, The Z Group
Business Overwatch Team Member
Business Owner Strategies
Cash Flow Strategies
Equity Protection Strategies
Buy/Sell Strategies
Business Transition/Exit Strategies
Financial Wellness for Employees
Estate Planning Strategies
Jonathan Anders
CEO, Benecurv
Business Overwatch Strategic Affiliate*
Group Health Benefits
With over 30+ years of experience in the insurance & employee benefits arena, Jonathan and Benecurv delivers risk management acuity through a proven process.
Brian Dougher,
CExP
Partner, Meridian Financial Associates
Business Overwatch Team Member
Business Owner Strategies
Cash Flow Strategies
Equity Protection Strategies
Buy/Sell Strategies
Business Transition/Exit Strategies
Financial Wellness for Employees
Estate Planning Strategies
Vincent D'Addona*,
MSFS, CLU®, ChFC®, CExP, RICP®, CEPA®, AEP®, Founding Member, Valent Wealth
Business Overwatch, Strategic Affiliate*
Advanced Estate Planning
Vince has 44 years of experience providing services for the
owners of closely held businesses. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2017.
*Estate Planning Strategies provided through Strategic Affiliation.
Eddie Drescher,
CExP
Financial Advisor, Haycox Financial
Business Overwatch Team Member
Business Owner Strategies
Equity Protection Strategies
Buy/Sell Strategies
Exit Strategies
Estate Planning
Corporate Gifting
Ryan Riggs,
CFP®, ChFC®, CLU®, CExP
Financial Advisor, Freedom Point
Business Overwatch Team Member
Business Owner Strategies
Ryan helps business owners with planning for the eventual exit from their business, as well as succession planning, buy/sell planning, and strategies to help recruit, retain, and reward employees through executive and key-person planning.
Glenn Smith,
CEPA®
Partner, Coastal Region Benefits
Group Life Benefits Specialist
Group Benefits Partner
Glenn and his team specialize in Voluntary Benefits and Enrollment Solutions for Employers/HR Partners and Benefit Brokers, Individual personal lines, Business Planning, and Employee Retention.
Rick Scruggs, Jr.
CLU®, ChFC,®C(K)P®
CEO and Advisor, Financial Designs
Business Overwatch Team Member
Advanced Business Planning Strategies
Cash Flow Strategies
Equity Protection Strategies
Group Benefits
Buy/Sell Strategies
Exit/Transition Strategies
Financial Wellness for Employees
Qualified Plan Fiduciary
Estate Planning
Bradley Troy
CFP®, CAP®, CLU®, ChFC®,AIF®
Fiduciary Consultant, First Financial Group
Retirement Plan Fiduciary Consultant
Retirement Plan Strategies and Co-Fiduciary Services
Bradley leverages plan design, analysis/benchmarking, risk mitigation, cost reduction & plan enhancement to attract and retain employees.