Call: 631-579-1904 or 646-645-2453 today.
Stop Losing Your Retirement Income to Taxes.
Build Tax-Free Income While Protecting Your Family's Future.
NYS Licensed Agents
Our Mission
MMT Financial and Insurance
FEG - Freedom Equity Group
The MMT Team
Marc Merritt and Marylene Teopengco-Merritt, RVP
Licensed Agents since 2001
NYS/NJ (Nationwide Appointments Pending) Life, FIA, and Health.
Build a Tax-Advantaged Retirement while protecting your family.
At MMT Financial and Insurance, our mission is to provide comprehensive insurance solutions tailored to meet your needs. We are dedicated to ensuring our clients' financial security through personalized service and expert guidance.
Ask Us Why a Diversified Retirement Portfolio is Always Recommended 👌
Freedom Equity Group
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Marc
Marylene
Freedom Equity Group Details
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A Top Carrier.
The Smart Way to Build Wealth & Protect Your Legacy.
Unlock the Power of Indexed Universal Life (IUL)!
Protect Your Family. Build Your Future. All in One Place.
Why settle for "just" life insurance?
With an Indexed Universal Life (IUL) policy, you aren't just buying protection for the "what ifs"— you’re building a powerful financial engine for the "what’s next."
- ✅ Market Upside, Zero Downside: Participate in market gains without the fear of market losses. When the market dips, your principal stays protected.
- ✅ Tax-Advantaged Growth: Grow your wealth in a tax-favored environment, creating a pool of capital you can access for retirement, emergencies, or business opportunities.
- ✅ A Lasting Legacy: Ensure your loved ones are provided for with a guaranteed, tax-free death benefit.
- 💸 Liquid Capital: Access your money tax-free for retirement, business needs, or emergencies.
Stop choosing between Safety and Growth. Get the best of both worlds.
Ready to upgrade your Financial Strategy?
Contact us today to secure your Financial Future!
BOOK YOUR CONSULTATION TODAY.
At MMT Financial and Insurance in Valley Stream, NY, we love our clients nationwide! Feel free to visit us and book an appointment either in person or through Zoom.
MMT Financial and Insurance (Move Mountains Team)
Valley Stream, NY, USA
Marc, RVP: (646) 645-2453 Email: marc@mmtfininsurance.com NYS License: LA 1010090 or Marylene, RVP: (631) 579-1904 Email: marylene@mmtfininsurance.com NYS License: LA 1298496
Hours - By Appointment only.
Today | By Appointment |
Welcome to MMT Financial and Insurance!
Helping You Build a Tax-Advantaged Retirement While Protecting Your Family.