Charter Oak Insurance, 125 Years

Local Presence. Regional Resources. Trusted Relationships.

Our relationship with you is about much more than financial services and insurance. It's about children and parents, brothers and sisters, businesses and employees. It's listening to what you have to say and putting your interests first. It's being a part of your team and a member of your community.

Back when business was still done on a handshake and a sense of trust and partnership prevailed, collaborations like this were common. A lot has changed since those days, but we still believe what was true then is true now: we are stronger together than we are alone.

We remain connected to this philosophy in all we do. You'll find it at the basis of our regional network of professionals, reflected in the hands-on work we do in our local communities and woven throughout our commitment to you.



(1) Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.

(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.

128 Years of History

Charter Oak, which was originally known as Massachusetts Mutual Life Insurance Company's (MassMutual) Springfield Agency, is proud to have been servicing clients for 128 years. Since appointing its first general agent on June 1, 1886, Charter Oak's leadership has changed hands only six times, including the appointments of current General Agents Peter Novak and Brendan Naughton.

The agency's longevity has also been marked by success. Charter Oak is a perennial winner of MassMutual's prestigious Chairman's Trophy Award, and its agents and leadership are regularly recognized both within MassMutual and by leading industry organizations. With more than $4.7 billion in client policy and account values(1) and $13.3 billion in life insurance coverage in force(2), we continue to grow in ways that help us better serve our clients and communities.

As both an independent and general agency of a trusted company like MassMutual, we're proud to be part of a long history of exceptional strength, growth, quality and integrity.

All information as of 03/01/14.