quality and performance matter - massmutual

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Quality and Performance Matter 2015 © 2015 Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001. All rights reserved. www.massmutual.com. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. CRN201606-193277 LI7602S 615 1 Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company 2 Assets Under Management include assets and certain external investment funds managed by MassMutual subsidiaries, including OppenheimerFunds, Inc., Baring Asset Management Limited, Babson Capital Management LLC, and Cornerstone Real Estate Advisers LLC. 3 These consolidated results of Massachusetts Mutual Life Insurance Company also include its U.S.-domiciled, wholly owned subsidiaries: MML Bay State Life Insurance Company and C.M. Life Insurance Company. 4 Weighted sales are based on annualized new premium, with single premium payments calculated at 10 percent. 5 Dividends are determined annually, subject to change and not guaranteed. 6 Data source: FORTUNE ® Magazine, 6/15/15 7 MassMutual pays the premiums on $50,000 of term life insurance for eligible parents or guardians, with the benefit paid into a trust earmarked for their child’s education. Trust services provided by The MassMutual Trust Company, FSB, a wholly-owned subsidiary of MassMutual. Who you choose to work with matters. Consider an established, highly respected company based on demonstrated indications of quality and performance. Massachusetts Mutual Life Insurance Company (MassMutual)… A mutual life insurance company providing long-term value Has retained more than 113,000 policies for 50 years or longer as of December 31, 2014 1 Paid $3.9 billion in insurance and annuity benefits in 2014 A strong, stable company with consistent growth Ended 2014 with a new high of $651 billion of assets under management 2 Finished 2014 with a record level of total adjusted capital – $16.4 billion, while surplus totaled $14.2 billion; both are key indicators of the company’s financial strength 3 Achieved record-breaking weighted whole life insurance sales 4 of $418 million – the ninth straight year in 2014 – and reached $11 billion in total retirement services sales for the third consecutive year and a record $9.1 billion of retirement plan sales in 2014 Supported a national network of more than 5,500 financial professionals at year-end 2014 A company with a long history of dividends to policyowners Has paid dividends to eligible participating policyowners consistently since the 1860s 5 Totaled more than $30 billion of dividends to eligible participating policyowners, 1960 – 2014 One of America’s largest companies Ranked 94 in the annual FORTUNE ® 500 ranking 6 A responsible company Provided nearly $11 million in charitable contributions in 2014 with a focus on education, community vitality and economic development in the communities where we do business, and launched our FutureSmart SM Challenge, bringing financial education to nearly 10,000 middle school students across the country Named a 2015 World’s Most Ethical Company by the Ethisphere Institute and recognized by ContactCenterWorld as one of the Americas’ 2014 top ranking performers in its contact center and customer service categories Issued over $670 million of life insurance coverage and more than 13,400 policies since 2002 through MassMutual’s LifeBridge SM Free Life Insurance Program 7 Upgraded our Springfield Data Center with state-of-the-art technology and energy-efficient components in 2014, which position us for future growth and are expected to save $421,000, annually

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Page 1: Quality and Performance Matter - MassMutual

Quality and Performance Matter 2015

© 2015 Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001. All rights reserved. www.massmutual.com. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

CRN201606-193277

LI7602S 615

1 Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company

2 Assets Under Management include assets and certain external investment funds managed by MassMutual subsidiaries, including OppenheimerFunds, Inc., Baring Asset Management Limited, Babson Capital Management LLC, and Cornerstone Real Estate Advisers LLC.

3 These consolidated results of Massachusetts Mutual Life Insurance Company also include its U.S.-domiciled, wholly owned subsidiaries: MML Bay State Life Insurance Company and C.M. Life Insurance Company.

4 Weighted sales are based on annualized new premium, with single premium payments calculated at 10 percent.

5 Dividends are determined annually, subject to change and not guaranteed.6 Data source: FORTUNE ® Magazine, 6/15/157 MassMutual pays the premiums on $50,000 of term life insurance for eligible

parents or guardians, with the benefit paid into a trust earmarked for their child’s education. Trust services provided by The MassMutual Trust Company, fsb, a wholly-owned subsidiary of MassMutual.

Who you choose to work with matters. Consider an established, highly respected company based on demonstrated indications of quality and performance. Massachusetts Mutual Life Insurance Company (MassMutual)…

A mutual life insurance company providing long-term value• Hasretainedmorethan113,000policiesfor50yearsor

longerasofDecember31,20141

• Paid$3.9billionininsuranceandannuitybenefitsin2014

A strong, stable company with consistent growth• Ended2014withanewhighof$651billionofassets

under management2

• Finished2014witharecordleveloftotaladjustedcapital –$16.4billion,whilesurplustotaled$14.2 billion;botharekeyindicatorsofthecompany’sfinancial strength3

• Achievedrecord-breakingweightedwholelifeinsurancesales4of$418million–theninthstraightyearin2014–andreached$11 billionintotalretirementservicessalesforthethirdconsecutiveyearandarecord$9.1billionofretirementplansalesin2014

• Supportedanationalnetworkofmorethan5,500financialprofessionalsatyear-end2014

A company with a long history of dividends to policyowners• Haspaiddividendstoeligibleparticipatingpolicyowners

consistentlysincethe1860s5

• Totaledmorethan$30billionofdividendstoeligibleparticipatingpolicyowners,1960–2014

One of America’s largest companies• Ranked94intheannualFORTUNE®500ranking6

A responsible company• Providednearly$11millionincharitablecontributions

in2014withafocusoneducation,communityvitalityandeconomicdevelopmentinthecommunitieswherewedobusiness,andlaunchedourFutureSmartSMChallenge,bringingfinancialeducationtonearly10,000middleschoolstudentsacrossthecountry

• Nameda2015World’sMostEthicalCompanybytheEthisphereInstituteandrecognizedbyContactCenterWorldasoneoftheAmericas’2014toprankingperformersinitscontactcenterandcustomerservicecategories

• Issuedover$670millionoflifeinsurancecoverageandmorethan13,400policiessince2002throughMassMutual’sLifeBridgeSMFree LifeInsuranceProgram7

• UpgradedourSpringfieldDataCenterwithstate-of-the-arttechnologyandenergy-efficientcomponentsin2014,whichpositionusforfuturegrowthandareexpectedtosave$421,000,annually