Our Commitment

Fourteen years ago, we set out to become the premiere financial services firm in the Midwest. That mission has been accomplished.

We’ve now dedicated ourselves to a new goal: to bring financial wisdom and clarity in a world of infinite information. With so many regions, serving such a wide population of needs and goals, we strive to be recognized as the financial services firm that continuously evolves to reflect the communities we serve.

We believe that if we reflect our customer’s backgrounds, thoughts, values, and beliefs, we will better understand and serve their needs. Our intentional focus on diversity and inclusion also fosters our ability to attract and retain great talent. We want everyone associated with our business to feel welcomed, valued, and inspired to succeed.

Our Measures of Community Value

Local residents and businesses rely on us to help them secure their financial futures, but our commitment doesn’t end there. Our community involvement through charitable organizations and meaningful civic events is deeply important to us, and the time and resources we invest are just a couple of reasons we’ve earned trust from so many in this area.

Through 2020, WestPoint Financial has: 

  • over $35.5 billion of life insurance coverage in force1.
  • paid over $153.3 million in life insurance benefits2 and $19.3 million in disability income insurance benefits (claims)3 to our clients.
  • paid $105 million in dividends4 to clients who own eligible participating whole life policies with MassMutual.
  • distributed $37.4 million in free5 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program. 

Our Core Values

At WestPoint, we believe our culture of genuinely caring about people is our special sauce. We are good people that are defined by excellence. We work together to be next level in all that we do. We are inclusive, we are welcoming, we are modern.

Our Mission

We bring financial wisdom and clarity in a world of infinite information.

Our Vision

To be recognized as the financial services firm that continuously evolves to reflect the communities we serve.

1Amount of individual life insurance in force as of 12/31/20 related to products issued by Massachusetts Mutual LifeInsurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
2Amount of individual life insurance claims paid from 1/1/20 to 12/31/20 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.
3Amount of disability income insurance claims paid from 1/1/20 to 12/31/20 related to products issued by Massachusetts Mutual Life Insurance Company
4The amount of dividends to whole life policyholders in 2020.
5MassMutual pays the premiums (12/31/2020).