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    Rita Khosla

    CLTC, LUTCF®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Rita

    Professional Services

    Personal & Family Needs

    • Investments
    • Personal Life Insurance
    • Estate Conservation Strategies
    • Wealth Accumulation Strategies
    • Disability Income Insurance
    • Long Term Care Insurance
    • Retirement Funding Strategies
    • College Funding Strategies

    Business Needs

    Small Business Consultation

    • Group Health Insurance*
    • Employee Benefits (401k) etc.
    • Buy Sell Agreements & Key Person Insurance
    • Executive Bonus Plans
    • Qualified & Non-Qualified Retirement Plans
    • Group Life Insurance

    Qualifications

    • Licensed to sell Life & Health Insurance in California, Florida, Illinois Michigan and Ohio
    • Registered Representative of MSI Securities, Inc. in California, Florida and Ohio.
    • LUTCF—Life Underwriter’s Training Council Fellow
    • Serving clients through the financial services industry for 26 years
    • Licensed to Sell Long-Term Care Partnership Policies in OH

    Personal

    • Resident of Sandusky since 1980
    • Married to Narinder since 1972
    • Two married children: Daughter Dr. Nutan Ruegsegger and Son Rishi who has two children
    • Hobbies - volunteer work, cooking, networking, traveling, & family time.
    • Bachelor’s of Education degree from India

    Involvements

    • Member of National Association of Insurance and Financial Advisors (NAIFA)
    • Board member and Secretary of North Coast Estate Planning
    • Past Board member of Local Red Cross Chapter
    • National Association of Professional Women
    • Member of Million Dollar Round Table+

     

     

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Rita Khosla LUTCF®, CLTC is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Florida, Illinois, Michigan, Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Florida, Ohio

    Rita Khosla LUTCF®, CLTC, Sandusky, OH, CA Insurance Lic.# 0B80545

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