Life Insurance

Has your insurance kept up with the changes in your life?  If you’re like most people you probably already own some life insurance.  But it is still enough to cover all your needs
This may sound like its all gloom and doom, but it just takes a few minutes to uncover if you and those you love have enough coverage. Let  our SPF* Financial Representatives, Michael A. Pugliese and Megan Ruo, help to ensure your family is protected.

  • Personal Needs:
               - Death before loan/debt repayment can be finished
               - Spouse outliving a life only pension plan
               - Death before reaching personal goals the customer wants funded
               - Retirement funding for spouse, child’s education

  • Family Needs:
               - Death of a primary income earner

               - Final expenses
               - Dependent income
               - Education
               - Family goals
               - Support of parents
               - Wealth transfer/preservation

To learn more about life insurance and protecting your family, contact Michael or Megan. Otherwise, stop by your local branch to schedule a free, no-obligation appointment. 

Main Office, Dedham Square, or East Dedham branch customers, contact Michael Pugliese.
Telephone: 781-320-4805  
Norwood, Walpole, Westwood, Needham or Sharon branch customers, contact Megan Ruo.
Telephone: 781-320-4867

Michael A. Pugliese is insurance licensed in MA.

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Consultant. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank customers.