Rekha Patel


    Focus: Insurance Strategies, Investment Strategies, Business Owners

    Languages: English

    EDUCATION

    Bachelor of Commerce, L.L.B. M.S. University

    QUALIFICATIONS

    Series 6  

    Investment Company/Variable Contract Limited Representative

    Group 1

    Licensed to sell Life & Health Insurance in MI, TX

    3-Time Leaders Conference Qualifier

    28 years of industry experience

    Securities registered in MI, KY, TX

    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 each and every client. Protecting what you’ve built and the people you love is the first step in securing your tomorrow.

    PROFESSIONAL EXPERIENCE

    28 years of financial industry experience.

    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
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance

    See Rekha’s Licenses and Disclosures

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

    Contact Rekha

    MassMutual Texas Gulf Coast

    Main Office

    3700 W Sam Houston Parkway South Suite 250
    Houston, TX 77042-5118

    Visit Agency Website

    CRN201909-218603