FINANCIAL SERVICES
Insurance, Investments & Financial Planning
Mountain National Bank has an alliance with Capital Financial Group, LLC, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), to help your family and business and reach your retirement goals.
Life Insurance
- Term Insurance
- Survivorship Insurance
- Variable Life Insurance
- Whole Life Insurance
- Universal Life Insurance
Health & Disability Income Insurance
- Health Insurance (group and individual)
- Disability Income Insurance (personal and business)
Investments
- Mutual Funds
- Stocks
- Bonds
- Unit Investment Trusts
Annuities
- Fixed Annuities
- Variable Annuities
Long Term Care Strategies
- Assisted Living
- Nursing Home
- In-Home Care
Planning
- Financial and Estate Planning
- Reduce Estate Transfer Costs
- Retirement Income Planning
Business Succession Planning
- Family Business Transfer Plans
- Tax
Reduction Strategies
Products and services are not insured by the Federal Deposit Insurance Corporation (“FDIC”), the National Credit Union Administration (“NCUA”) or any other Government Agency; is not a deposit or other obligation of the Bank or an affiliate of the Bank and is not guaranteed by the Bank; is subject to investment risks, including possible loss of the principal invested.
Mountain National Bank is not a subsidiary or affiliate of Massachusetts Mutual Life Insurance Company (MassMutual), MML Investors Services, LLC, or affiliated companies.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 8 Cadillac Drive, Suite 150, Brentwood, TN 37027 (615) 309-6300.
CRN201410-165943