trending Market Intelligence /marketintelligence/en/news-insights/trending/zCQ3n0u679HUYRy90IJmAg2 content esgSubNav
In This List

3 MassMutual general agencies merge operations

Blog

Banking Essentials Newsletter: 7th February Edition

Blog

Insurance Underwriting Transformed How Insurers Can Harness Probability of Default Models for Smarter Credit Decisions

Case Study

A Bank Outsources Data Gathering to Meet Basel III Regulations

Podcast

Private Markets 360° | Episode 8: Powering the Global Private Markets (with Adam Kansler of S&P Global Market Intelligence)


3 MassMutual general agencies merge operations

Coastal Wealth LLC, MassMutual Southeast Coast and MassMutual South Florida are merging to form a single insurance and wealth management company in the southeastern U.S.

The entities are independent financial services companies operating as general agencies of Massachusetts Mutual Life Insurance Co. The combined entities will operate under the name Coastal Wealth and will be headquartered in Fort Lauderdale, Fla.

Chairman Harris Fishman and CEO Jeremy Straub will lead the combined Coastal Wealth entity, with a team of more than 450 advisers, managers and support staff. The new company will service $10 billion of assets from more than 200,000 clients across 27 offices located throughout Florida and Georgia.