Visitor Day

Richard Lewis

Life and Disability Insurance Agent

This Week I’m Looking For…

This week I’m looking for people who need Long Term Care insurance.

Got Referral for Richard?

(use this link if you are a BNI member)

Referral Form – This Week

Mass Mutual

https://financialprofessionals.massmutual.com/richard-lewis

richardlewis@financialguide.com

408-487-1506

Richard Lewis, a financial professional at MassMutual Northern California in San Jose, helps individuals and businesses prepare for major life events, such as retirement, education planning, and insurance protection.

With a background in Business Administration from USC’s Marshall School of Business, Richard leverages his experience and access to comprehensive financial products to offer tailored solutions, including life insurance, estate strategies, and asset accumulation plans.

He serves high-net-worth families, business owners, and institutions, providing personalized attention to help clients achieve their financial goals.

In General I’m Looking For…

Good referrals for Richard Lewis and MassMutual include:

  • High-net-worth individuals or families needing estate planning and insurance solutions
  • Business owners seeking succession planning or employee benefits strategies
  • Individuals preparing for retirement or wealth accumulation
  • Families planning for education funding or long-term care insurance
  • Professionals looking for comprehensive financial guidance tailored to major life milestones