David Polson

Background

About David Polson

I have over 30 years of experience in financial services, specializing in protection strategies for families and professionals. I provide solutions to help clients save for retirement goals while offering protection against life's uncertainties and risks. For much of my career, I focused on institutional money management, primarily as an analyst contributing to constructing large investment portfolios to deliver attractive returns and support insurance policy funds. With this acquired knowledge and experience, I decided to transition to advising individuals and small businesses on developing financial plans and investing prudently to help achieve important life goals. I joined Fortis Lux Financial in 2024. My expertise in learning how insurance protection and annuity products can play a vital role in a holistic approach to personal financial goals inspired this change. Like many, I initially viewed insurance as an "expense" that could detract from saving efforts. However, over time, I realized that the protection, security, and savings it provides can be essential for reaching your long-term financial goals. Another significant inspiration for my career switch was my family's experience. Many years ago, my mother decided to purchase long-term care insurance. While I recognized the wisdom of her decision, I initially thought she was spending too much of her limited income on the policy. Thankfully, in this instance, my mother lived a long life, but as she aged, she eventually required substantial caregiver assistance. The benefits of her long-term care policy helped our family cover her care costs over several years. In a sense, her insurance purchase was a generous gift to our family, easing the burden of stressful decisions, such as selling her primary residence, which could have strained our relationships. I aim to promote the importance of intelligent financial planning tailored to the unique circumstances of each individual and business. I look forward to meeting those interested in learning more! https://financialprofessionals.massmutual.com/david-j-polson Domicile in NY I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC Supervisory Office 420 Lexington Avenue Suite 2510 New York, NY 10170 Phone:(212) 578-0300. For licensing and disclosure information please visit: