HELLO

Have you ever seen a movie where a band of mavericks get together and save the day by shattering everyone's expectations?

We're a lot like that, but for your annuity business.

Scroll down to find out more

While M3 Financial brings a wealth of experience and history to the table, we feel that any firm can expound on what they've done in the past. We feel that it's much more worthwhile to tell you about our future, and more importantly, yours.

A Different Breed

Who is M3 Financial?

In the brief period since M3's inception in 2007, we have aligned with over 75 independent brokerage agencies and broker-dealers, with the single goal of helping grow their fixed business. We look forward to earning the right to count you among our strategic partners, and guarantee a release to you and your down line should you ever decide to pursue another relationship. However, we're confident that this is a promise we'll never have to deliver on.

Like any marketplace, the insurance and annuity arena is always changing. In recent years, the fixed annuity space has grown to a $36 billion industry, with fixed-indexed products accounting for over $14 billion of that figure. Current trends indicate that those numbers only stand to get larger in the years to come, with fixed-indexed annuities comprising an ever-increasing piece of the pie. Our aim at M3 is to rapidly grow this portion of your business by giving your producers the resources they need to effectively position fixed annuities, and the guarantees they offer, within your clients' portfolios.

Even as fixed annuities grow in popularity, there is still plenty of information out there that is either outdated or simply inaccurate. A partnership with us gives you access to a staff well-versed in the ins and outs of fixed products, and the situations for which they are most appropriate. We understand that fixed annuities aren't necessarily for every client, or for a client's whole portfolio. Even so, with access to over 30 carriers, we can bring additional value to any book of business.

Our Management

meet our leadership team

Michael Bartolotta

"Mike knows virtually everyone in the business, and has a tremendous capacity for foresight. He seems to be able to see where the industry is going even before the industry itself does."
Remybartolotta rebel alt

Remy Bartolotta

"Remy seems less like an insurance professional and more like the kind of guy you'd see at the head of a tech startup... One that's out to change the world. He has an eye for creative branding, efficiency & innovation and couldn't care less about the way things have traditionally been done."

Jarrod Fisher

"You know the 'sell me this pen' schtick they use in interviews for sales positions? Jarrod could actually sell the interviewer the pen, a hundred more just like it, and a pad of paper to go with it. He genuinely enjoys wholesale, and eats, sleeps and breathes the insurance business."

Who Are We?

meet everyone else

view as photo gallery

Sales Team

Eduardo Calderon
Account Development Wholesaler
860-734-1624
eduardo.calderon@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Patrick Cissne
Account Development Wholesaler
860-734-1634
patrick.cissne@m3fin.com


Connect with me on LinkedIn

Alexander Guidice
Account Development Wholesaler
860-734-1625
alexander.guidice@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Daniel Hernandez
Account Development Wholesaler
860-734-1626
daniel.hernandez@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Jaie Locke
Account Development Wholesaler
860-734-1632
jaie.locke@m3ifn.com


Follow me on Twitter
Connect with me on LinkedIn

Blake Prete
Account Development Wholesaler
860-734-1628
blake.prete@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Douglas Tousey
Director of Training and Sales Development
860-734-1636
douglas.tousey@m3fin.com


Connect with me on LinkedIn


Operations Team

Sarah Burd
Marketing & Brand Manager
860-734-1614
sarah.burd@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Cynthia Chan
Case Management & Licensing Associate
860.734.1609
cynthia.chan@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Cara Crespo
Commissions Manager
860-734-1610
cara.crespo@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Kaizer Jagroo
Case Management & Licensing Associate
860-734-1608
kaizer.jagroo@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Sanaz Loghmani
Case Management & Licensing Associate
860-734-1612
sanaz.loghmani@m3fin.com


Follow me on Twitter
Connect with me on LinkedIn

Where Are We?

Manhattan

10 W 18th Street, 8th Floor
New York, NY 10011

I get out of the taxi and it's probably the only city which, in reality, looks better than on the postcards

- Milos Forman, Director

Ct

New England

427 Naubuc Avenue, Suite 102
Glastonbury, CT 06033

What New England is, is a state of mind, a place where dry humor and perpetual disappointment blend to produce an ironic pessimism that folks from away find most perplexing

- Willem Lange, Author

Contact Us



We'd love to hear from you!

Here at M3 Financial, we are always looking for comments about our website, marketing, service and the overall quality of your experience working with us. If you have suggestions on how we can improve, we want to hear it! We'll do our very best to implement any suggestions you make. If your experience was good (which we think it will be), let us know that too. It's always nice to get a compliment and affirm that we are on the right path.

We know that a great user experience is the core of any service oriented business and we aim to give you the best! Thank you for the opportunity to earn your business.

- the team at M3