Charter Oak Bolsters Training Program, Digital Capabilities with Addition of Alison Derham

Hamden, Conn. May 4, 2016 — Charter Oak insurance and Financial Services Co., one of the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual), has named Alison Derham as its training coordinator and ESP champion.

In the training role, Ms. Derham will implement and manage the agency’s holistic training program across all levels of agent experience. She will also work closely with Charter Oak’s onboarding coordinator to ensure new agents are off to a strong start.

In her role as ESP champion, Ms. Derham will be responsible for deploying MassMutual’s ESP technology platform within the agency and providing ongoing ESP education and training to Charter Oak’s agents. ESP is a suite of innovative digital tools that improve collaboration, communication, client management and business efficiency for financial services professionals.

Peter Novak, Charter Oak General Agent, said: “Today’s agents have access to the most sophisticated technology tools and development resources we’ve seen in our industry. Bringing Alison into this role reinforces our commitment to their success by providing the infrastructure they need to incorporate these tools and resources successfully into their practices.”

Ms. Derham previously served the agency in various support roles. She joined Charter Oak in 2015 as part of the agency’s merger with a large practice group from another financial services company. She and her husband reside in Cheshire, Conn.

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 nearly 80,000 * clients throughout the northeast. With offices in Brooklyn, Farmington, Flushing, Hamden, Holyoke and Norwalk, 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 LLC, Member SIPC, 76 Batterson Park Road, Farmington, CT 06032. Tel: 860-674-1800.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

*An insured, owner or payer of a Massachusetts Mutual (MassMutual) policy or contract.