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Brian Lee

General Agent

ChFC®, CFP®

Biography

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 achievements include:

  • GAMA International's International Management Award Diamond, 2013-2018
  • Silver Chairman’s Trophy Bowl, 2014
  • Silver Agency Brokerage Bowl, 2015

 

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 San Francisco 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 include:

  • GAMA International Frontline Leader Award Gold, 2007-2012
  • GAMA International Frontline Leader Award Silver, 2003-2006
  • 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
  • 2011 & 2010 Platform Speaker for “Raising Rising Leaders” at MassMutual’s Sales Manager Summit

As a leading manager in multicultural markets, Brian has developed advisors 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 planning into understandable concepts.

Brian is a ChFC (Chartered Financial Consultant) and CFP® (Certified Financial Planner)

and holds a Life & Health Insurance license and FINRA Series 6, 7, 24, 53 and 63 securities licenses.

 

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

 

 

 

 

Focus Areas

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

Languages

  • English
  • Chinese-Mandarin
  • Chinese-Cantonese

CRN202109-253932

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

Agency officers are not officers of MassMutual.