Who We Are
At Asset Management Group, we help you to proactively prepare for the future. We work closely with you to create financial strategies that meet your personal needs, as well as those of your family or your business. We also provide you with the tools to help maximize your resources and help you meet your financial goals.
Based in Fairfax, VA, we have an experienced team of financial professionals providing customized financial solutions for thousands of clients1 in the Washington DC-Metro area.
1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2013).
President and General Agent, Asset Management Group Jonathan Phan
Asset Management Group is committed to the communities where we work and live. Our involvement through charitable organizations and meaningful civic events is deeply important to us. The time and resources we invest in our community are additional reasons we've earned the trust of so many people in the Washington DC-Metro area.
Our Measures of Community Value
Through 2013, Asset Management Group has:
- over $935 million of life insurance coverage in force2.
- paid over $2.6 million in life insurance benefits3 and $223,000 in disability income insurance benefits (claims)4 to our clients.
- paid $4.5 million in dividends5 to Asset Management Group clients who own eligible participating whole life policies with MassMutual.
- distributed $700,000 in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM
2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2013).
3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2013).
4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2013).
5 The amount of dividends to whole life policyowners in 2013.
6 MassMutual pays the premiums (12/31/2013).