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Financial Services

Financial Services from MassMutual Minneapolis Financial Group

Ultima Bank Minnesota provides its customers access to the following products and services through a qualified representative of MassMutual Minneapolis, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual).

 

  FINANCIAL PRODUCTS & STRATEGIES
Life and Disability Income Insurance
Retirement Income Needs
Budgeting and Cash Flow Study
  TUITION FUNDING PROGRAMS
College Costs Analysis
Insurance products and Investments
 
 

 

RETIREMENT PRODUCTS & STRATEGIES
Individual Retirement Accounts (IRAs)
Fixed and Variable Annuities
Retirement Needs Analysis
Tailored Retirement Programs
Long-Term Care Insurance

  INVESTMENT PRODUCTS*
Mutual Funds
Unit Investment Trusts
Variable Annuities
 
  BUSINESS CONTINUATION STRATEGIES
Funding Option Analysis
Buy - Sell Strategies
Family Business Succession
Key Person Insurance
  ESTATE PLANNING
Tax Reduction Strategies
Charitable Giving
Hypothetical Probate Needs Analysis
 
 

 

EXECUTIVE FRINGE BENEFITS
Executive Bonus Plans
Split Dollar Insurance
Deferred Compensation Funding
Salary Continuation Plans
Non-Qualified Executive Fringe Benefits

  EMPLOYEE BENEFIT PROGRAM
Life and Disability Income Insurance
Pension, Profit Sharing, and 401k Plans
Payroll Deduction Plans
SIMPLE IRAs
Non-Qualified Retirement Programs
 

 Not all products and services offered through MassMutual.

Contact:
Ryan Botner/Kara Kluvers  
 701-840-1097 or 701-306-4867     
  
Mass Mutual Financial Group
35 4th St N, Suite 202 Fargo, North Dakota 58102   
http://www.financialguide.com/ryan-botner   
Email:  karakluvers@financialguide.com

 

*Securities are offered through MML Investors Services, LLC.  Ryan J. Botner is a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org)

Supervisory office: 901 Marquette Avenue, Suite 2600, Minneapolis, MN 55402 (612) 333-1413. Ultima Bank Minnesota is not a subsidiary or affiliate of MML Investors Services, LLC or MassMutual.

Products and services offered are:

  • NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
  • NOT FDIC OR NCUA INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY