Joanne Resh

Credentials:
  • CPA*
  • JD**
  • MBA
  • CLTC®
  • CFBS

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Strategies, Estate Planning, Business Succession Planning, Financial Education, College Funding Strategies, LGBTQ

Languages: English

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for every client.

PRODUCTS AND SERVICES

  • Fixed Annuities & Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance and Whole Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Auto Insurance
  • Employee Benefit Plans
  • 401(k) Plans
  • SEP IRA’s

 QUALIFICATIONS

  • Certified Family Business Specialist (CFBS) Designee
  • Licensed to offer Life & Health Insurance in Texas and Louisiana
  • Registered to offer securities products in Texas, Louisiana, California, Pennsylvania, and Nevada
  • Licensed to offer Property and Casualty Insurance in Texas

PERSONAL

  • 30-year resident of Houston
  • Hobbies: Running and reading

ORGANIZATIONS

  • Member of State Bar of Texas
  • Member of the Bar of the Commonwealth of Pennsylvania
  • Member of the U.S. District Court for the District of Columbia
  • Texas Notary Public
  • Past Assistant Editor, South Texas Law Review

See Joanne’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

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MassMutual Texas Gulf Coast

Main Office

3700 W Sam Houston Parkway South Suite 400
Houston, TX 77042-5118

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CRN202010-238328