Brokerage Team

Expand your business with personalized support from MassMutual Brokerage.

quality products and solutions

Capital Strategies Brokerage Team

The Capital Strategies Brokerage Team, in association with Capital Strategies, a general agency of MassMutual*, helps keep their clients covered through local support services, a wide array of high-quality insurance products, estate, and business planning expertise, and a relationship-based approach.

*MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)

Local Support

Expand your business with personalized support from the Capital Strategies Brokerage Team.  As a broker with our Agency, you will work directly with a Brokerage Team that will provide the training and marketing support necessary to successfully build your business and best serve your clients. Your Brokerage Director can be an effective part of your team, helping you provide your clients with quality products and solutions, including:

Case Consultations
Illustration Support
Marketing support
Developmental training and seminars
Liaison to estate and business planning experts
Product positioning strategies and expertise
Access to expert underwriting team dedicated to Brokerage

Product Portfolio

Whether you’re helping clients address the insurance needs of their new business or plan for retirement, we’ve got product solutions. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.

Estate and Business Planning

Working in conjunction with your clients’ counsel, tax advisors, and accountants,  a team of estate and business planning specialists is available to help you with case consultation, sales collaborations, and advanced sales strategies.

MassMutual Broker Webcast Series

2023 Calendar – All call will be held at 2:00pm ET

June 15th

2:00pm - 3:00pm

DI Power Shot: DI Strategies for Business Owners

July 20th

2:00pm - 3:00pm (Central)

Year-End Planning Ideas: Life in a Qualified Plan

August 17th

2:00pm - 3:00pm (Central)

5 Estate Planning Documents You Need to Know About

September 21st

2:00pm - 3:00pm (Central)

Year-End Gifting Strategies

October 19th

2:00pm - 3:00pm (Central)

Tax SAMS - What Advanced Sales is Seeing and What You Should Do About It

November 16th

2:00pm - 3:00pm (Central)

Charitable Planning

December 21st

2:00pm - 3:00pm (Central)

TBD

Brokerage Services Directory

View Bio

Dr. Rodney Mogen

Brokerage Director

Dr. Rodney Mogen, CRPC, AAMS, LUTCF, and many more, is a 24-year veteran of the Insurance and financial industry. He started as a financial planner with IDS Financial Advisers and grew a large planning practice of 450 annual planners. Rodney was always known for his DI Sales ranking near the top of the company every year and also his Small Business planning expertise. Rodney soon became a manager and grew his district to 100 advisers.
Wanting more than a sales management and planning career, Rodney branched out and now works with financial professionals to do what he loves, drive more Disability insurance opportunities, and assist in Business Planning Cases and Opportunities. He helps financial professionals and agents with Voluntary/Non-Voluntary plans, Executive carve out plans for DI and Life, other Business Planning techniques, and Income/Asset Protection strategies that include annuities, LTC planning, and Life Insurance.
Rodney is also heavily involved in our industry, serving on multiple industry boards in various positions, including the president, with associations like NAIFA, FPA, IDIS, and several others. Rodney can be reached at

rmogen@massmutualbrokerage.com
512.680.6851
https://www.linkedin.com/in/rodneymogen?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAHmM5cBMh07w...
Brokerage Director

View Bio

Kim Smith

Brokerage Assistant Illustrations, Licensing

kimsmith@massmutualbrokerage.com
806.791.8507
Brokerage Assistant Illustrations, Licensing

View Bio

Todd L. Wilson

Brokerage Director

As a brokerage director at Massachusetts Mutual Life Insurance Co. (MassMutual), I make available to insurance brokers the portfolio of MassMutual products including Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Planning Solutions and Fixed Annuities. The company’s strong and growing network of financial professionals help their clients make good financial decisions for the long term.
We are looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients. In turn, you can expect one-on-one support for all your clients’ needs including case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations.
I earned a Bachelor of Science degree in Personal Financial Planning from Texas Tech University in 1990. Before joining the Southwest Financial Group (MassMutual) in 2004, I served as Vice President for a national insurance brokerage agency and as Vice President of Sales for two large life insurance companies. In each, I was involved in the direction of the brokerage distribution as well as part of the product committees to help design the correct products for the company’s target market. I have over 30 years of experience in the Financial Planning Industry dealing with Estate Planning and Executive Benefits.
I am married with three adult children. My interests outside of the office include spending time with my family and friends, traveling, college basketball and attending sporting events.

toddwilson@massmutualbrokerage.com
806.791.8509
https://www.linkedin.com/in/todd-wilson-ba48a44/
Brokerage Director

View Bio

Scott Woolley

Brokerage Director

Scott Woolley is a Brokerage Director at Massachusetts Mutual Life Insurance Co. (MassMutual).  He makes available to insurance brokers the portfolio of MassMutual products, including Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance, and Fixed Annuities. The company’s strong and growing network of financial professionals help their clients make good financial decisions for the long term.
He is looking for successful, independent producers (brokers) who are interested in offering MassMutual products to their clients. In turn, you can expect one-on-one support for all your clients’ needs, including case consultations, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies, and presentations. Scott can be reached at

scottwoolley@massmutualbrokerage.com
512.637.6231
https://www.linkedin.com/in/scott-woolley-2b8365135?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_..
Brokerage Director

Contact form

How Can We Help?

  • This field is for validation purposes and should be left unchanged.

The content found on this page is meant to provide information about products and services available to financial professionals.  It is not intended for the general public.