New Certified Family Business Specialist in San Jose, CA helps local businesses with financial, retirement and estate planning considerations

SAN JOSE, Calif., Feb. 13, 2018 /PRNewswire/ -- Charles Saunders, a financial professional with MassMutual Pacific in San Jose, a general agency of Massachusetts Mutual Life Insurance Company's (MassMutual), has earned the Certified Family Business Specialist (CFBS) designation. The CFBS designation is offered solely for MassMutual financial professionals through a rigorous educational program at The American College in Bryn Mawr, Pa. 

The CFBS designation places Charles in a select class of financial professionals tailored to the needs of family-owned and closely-held businesses, such as:

• Financial issues regarding succession, retirement and estate planning
• Tax and financial considerations in transitioning a business
• Benefit plans to help attract and retain qualified talent in closely-held businesses

Research shows that business owners spend a majority of their time working in their businesses and not on their businesses as evidenced by how few have documented plans in place to protect their businesses from the unexpected.¹

"Family and closely-held businesses have unique dynamics when it comes to financial considerations, including succession and retirement planning," said Carl Olson, President/CEO, MassMutual Pacific.  "The CFBS designation is regarded as a significant professional milestone, reflecting a commitment to business owners and their financial needs."

In addition to the CFBS designation, Charles is a qualifying member of the Million Dollar Round Table and a member of the Society of Financial Services Professionals.  Charles is also a retired U.S. Army Major. 

To learn more about how a Certified Family Business Specialist can help local businesses, please contact Charles Saunders at 650.274.1756.

About MassMutual

MassMutual is a leading mutual life insurance company that that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits. For more information, visit www.massmutual.com.

¹MassMutual's 2015 Business Owner Perspective Study – Insights From America's Economic Engine

SOURCE MassMutual

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