Southbury, CT—Charter Oak Insurance and Financial Services Co. (Charter Oak) is pleased to announce that Eric Poellot, a financial services representative in the agency’s Southbury office, has been recognized as a 2011 MD Preferred Service Provider for his outstanding work with local health care executives and physicians.
Each year, US Medical Specialties, Inc., a national medical consulting firm, recognizes excellence in service to the medical community in a number of disciplines including insurance, financial services, real estate, and legal services. The goals of the MD Preferred Program include identifying, acknowledging and promoting service excellence to the medical community.
“Doctors are very busy professionals,” said Michael O’Malley, Project Manager of MD Preferred Services. “When it comes to finding a service professional that specializes in serving physicians, they appreciate an organization that has done the research for them and has pulled a team together to make their lives easier.”
Brendan Naughton, General Agent at Charter Oak, said “The healthcare community will find a true advocate when working with Eric. We are proud that his good work has earned him this recognition.”
Poellot focuses his growing practice on tax advantage retirement planning, business continuation planning, key employee incentive and retention programs, employee benefit products and services and comprehensive analysis of group and personal benefits. He resides in Naugatuck.
Charter Oak Insurance and Financial Services Co. is a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) and serves the risk management, business services and retirement and investment planning needs of more than 70,000 clients throughout the northeast. With offices in Farmington, Hamden, Holyoke, Southbury and Stamford, Charter Oak considers helping others the heart of its business and is proud to support many philanthropic organizations in all of the markets it serves. To learn more, visit www.charteroakfinancial.com.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Inc., member SIPC, 76 Batterson Park Road, Farmington, CT 06032. Tel: 860-674-1800. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.
The MD Preferred award is bestowed each year to a diverse group of professional service providers. MD Preferred providers can be found at an online resource center available at no cost to the medical community at www.MDPreferredServices.com. MD Preferred also manages a medical job board and publishes a daily medical blog and a monthly E-Newsletter, The Advisor. For additional information contact Mike O’Malley at 800-260-8366.
CRN201307-150440
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Jul 21, 2011
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