Windsor Financial Group, formerly Whipple & Associates, a general agency of Massachusetts Life Insurance Company (MassMutual), has had a presence in the Philadelphia area for more than 50 years. As of December 31, 2015, we have served over 18 thousand clients1, have over 4 billion dollars of Life Insurance coverage in force2, and serve over 2 billion dollars in assets3.
Our associates are supported by a team of specialists with many years of combined experience in financial and estate analysis, retirement plans, annuities, charitable giving, business insurance, executive compensation and employee benefits.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
1An insured, owner, or payer of a MassMutual policy or contract.
2Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
3Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investor Services, LLC, a MassMutual subsidiary.