Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, College Funding Strategies, Retirement Income Planning

English

Brian is the General Agent of MassMutual Greater Los Angeles, which provides professional insurance and financial services to clients throughout the United States. Under Brian’s leadership since 2012, the agency has rapidly expanded its footprint and developed amazing growth in sales results. The agency's achievements include:

• GAMA International's International Management Award Diamond, 2013-2020 ¹
• FINSECA Master Agency Award, 2021 – 2024 ²

Brian entered the life insurance business in May 1996 with Penn Mutual Life.  He quickly established himself as a developing leader in personal production and in sales management. 

In August 2002, MassMutual’s Northern California General Agent Bob Fakhimi recruited Brian as his first Chinese Sales Manager.  He was instrumental in helping grow the agency’s Net Field Force and Sales Production.  Brian’s accomplishments while at that agency included:

• GAMA International Frontline Leader Award Gold, 2007-2012 ³
• GAMA International Frontline Leader Award Silver, 2003-2006 ³
• Sales Manager of the Year, 2008
• Management Council Qualifier, 2004-2011
• Member of Sales Manager Advisory Board, 2007-2012
• Member of Next Generation Group, 2009-2012
• Leading Sales Manager with “Rising Leader” Qualifiers

As a leading manager in multicultural markets, Brian has developed financial professionals with diverse ethnic backgrounds including Chinese, Asian-Indian, Hispanic, African American, Japanese, Korean, Vietnamese, Pilipino, Russian, and Armenian.  Brian strives to serve clients in the language they understand best.  His highly trained agents are able to translate the complexities of insurance into understandable concepts.

Brian has earned the ChFC (Chartered Financial Consultant) designation and is a CFP® (Certified Financial Planner) certificate and holds a Life, Health, Property & Casualty Insurance license and FINRA Series 6, 7, 24, 53 and 63 securities licenses.

Brian Lee, domiciled in California, CA Insurance License #0B79899

Brian is committed to make every year the best year ever.

1. 2020 International Management Award was issued by GAMA International (GAMA) in March 2020 based on the prior calendar year. Must be agency head and a current GAMA member to be considered. To be selected, must meet production requirements for prior calendar year. MassMutual provided monetary support to GAMA International to help fund certain events and programs. MassMutual employees and/or agents are not involved in the nomination and selection process. The award is not an endorsement or indicative of future performance of the adviser. A fee was paid for consideration.
2. 2024 Master Agency Award was issued by GAMA International (GAMA) in March 2024 based on the prior calendar year. Must be agency head and a current GAMA member to be considered. To be selected, must meet production requirements for prior calendar year. MassMutual provided monetary support to GAMA International to help fund certain events and programs. MassMutual employees and/or agents are not involved in the nomination and selection process. The award is not an endorsement or indicative of future performance of the adviser. A fee was paid for consideration.
3. 2012/2006 Frontline Leaders Award was issued by GAMA International (GAMA) in March 2012/2006 based on the prior calendar year. Must be a sales manager supervising at least five full-time sales representatives and a current GAMA member to be considered. To be selected, must meet production requirements for prior calendar year. MassMutual provided monetary support to GAMA International to help fund certain events and programs. MassMutual employees and/or agents are not involved in the nomination and selection process. The award is not an endorsement or indicative of future performance of the adviser. A fee was paid for consideration.

Note:  The Frontline Leaders Award was formerly known as the Carter Development Award.

 

 

 

CRN202801-7842116.

Check the background of this investment professional on FINRA's BrokerCheck