Francis R Lynch

Financial Advisor

Francis R Lynch

Office: 203-288-5201 ext 131

2321 Whitney Ave Ste 402
Hamden, CT 06518-3510

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37 straight years of A++ strength

Ratings agency A.M. Best has reaffirmed Northwestern Mutual and Northwestern Long Term Care Insurance Company’s best-possible insurance financial strength rating of A++ with a stable outlook.

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Gift Tax Exemption Sunsets in 2012

Legislation that increased the amount each person can give during life or at death without federal gift or estate tax is $5.12 million only through the end of 2012.

See how permanent life insurance can create leverage to make that gift even more powerful.

Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Permanent Life Insurance and Building Financial Security

Build Your FoundationView this brief video to learn about the major benefits permanent life insurance can offer, from cash value accumulation to tax benefits and more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Seeking Permanent Life Insurance with the Best Long-Term Value?

Northwestern Mutual is the company to consider based upon data compiled by Blease Research in its Full Disclosure 2011 Whole Life Edition. Get the details here

 

 

 

 

 

 

 

 

 

 

 

 

 

My Mission

My mission is to become the most valued and respected Financial Advisor possible for our clients by helping them to coordinate and improve the efficiency of every aspect of their financial strategy.

I will help my clients to identify and protect against unexpected risk and to build, distribute and transfer wealth in the most efficient manner possible.  By doing this, I will obtain personal satisfaction and life-long financial security for my clients.

 

Company Mission Statement

We help our clients build and execute a lifelong plan focused on achieving their most important goals and dreams at every stage of their lives.

 

Welcome

Through my personal experiences, I have found that nothing is more important than family and friends. That is why my goal, as a financial advisor, is to help you coordinate all aspects of your financial strategy. When your future is financially secure, this leaves more time to spend with the most important people in your life. We are an elite “forward-thinking” financial planning organization that specializes in helping successful individuals & organizations uncover the myths of conventional financial planning and create comprehensive financial planning strategies to better prepare them for the likely future economic environment. We want to help fulfill your life's dreams and objectives through timeless advice, outstanding service and enduring relationships.

 

 Associations & Memberships

National Association of Insurance and Financial Advisors (NAIFA), Member

 

Awards & Recognition

Million Dollar Roundtable Qualifier 2003-2011

The Million Dollar Roundtable is an international, independent association of more than 35,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Northwestern Mutual Forum Level Producer 2006-2008, 2010

The Norwestern Mutual Forum Level Producer recognizes Northwestern Mutual representatives for being among the highest level of producers and excellence within the company.

Northwestern Mutual Eastern Regional Leading Producer Silver Category 2004 & 2005 Financial Representative Year

This award recognizes the top Northwestern Mutual Agent in the Eastern region, in their second year of practice. This award is based on individual performance over the previous twelve months.

Northwestern Mutual Eastern Regional Leading Producer Gold Category 2005 & 2006 Financial Representative Year

This award recognizes the top Northwestern Mutual Agent in the Eastern region, in their third year of practice. This award is based on individual performance over the previous twelve months.

Northwestern Mutual Eastern Regional Leading Producer Platinum Category 2006 & 2007 Financial Representative Year

This award recognizes the top Northwestern Mutual Agent in the Eastern region, in their fourth year of practice. This award is based on individual performance over the previous twelve months.

 NAIFA National Sales Achievement Award 2007-2011

Created in 1966, the NSAA recognizes local association members who write large numbers of life and health insurance policies, thereby demonstrating their abilities in client building and their success as an insurance agent.

NAIFA National Quality Award Recipient 2007-2010 NQA (Now renamed NAIFA Quality Award - earned in 2011)

Created in 1944, the NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet the client's needs.

Northwestern Mutual Diamond Club Qualifier 2004-2011

Northwestern Mutual Achievement Award Qualifier 2005-2007, 2009-2010

 

These awards are possible because people like yourself place their confidence in Fran to help secure their financial future.