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Advanced Sales

Built for creating opportunities.

We have assembled an industry-leading team of highly qualified sales support professionals in estate and business planning to help you identify business opportunities, explore options, and tailor innovative solutions for your most challenging cases.

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Let’s work together​

Our experienced team of lawyers, accounts, case designers, and marketing specialists are ready to help you close cases.​

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Or call 1-413-744-1206.

Not a financial professional?

Case Design Solutions

Simplify. Your case design solution.

MassMutual Strategic Distributors (MMSD) is pleased to introduce Simplify, a case design solutions platform that helps you grow your business.

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Timely Strategies

Whole life and disability income insurance address the situational needs of clients with flexibility. Take a look at your book of business to see who can benefit from the following solutions:

Technical Updates

Advanced Sales
Technical Updates

Built for getting ahead.

Uncover your next opportunity with technical updates from our team of industry experts.

Understanding the Income Taxation of Life Insurance

   Frequently Asked Questions

Applicable Federal Rates (AFR)

  Monthly AFR Rate Table

Continuing Education

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We offer a large selection of state- approved courses for insurance continuing education (CE)

Our classroom and webinar courses are approved nationwide. We can help you maintain your state insurance license and meet CPE, CFP, and P.A.C.E. CE requirements.

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Browse Courses

Led by industry experts

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Joel S. Liu, JD

Head of Advanced Sales
Headshot of Randy Zipse

Randy Zipse, JD, AEP® (Distinguished)

Advanced Sales Lead
Headshot of Nichole Crawford

Nichole Crawford, JD, LLM, CLU®, ChFC®, CAP®

Director, Advanced Sales
Headshot of Jason Van Zante

Jason Van Zante, CLU®, ChFC®

Director, Advanced Sales
Headshot of Sam Barton

Sam Barton, CLU®, ChFC®, CFP®

Director, Advanced Sales

Powered by specialists

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Attorneys with law firm experience who can be that extra advantage you need to help close cases.1

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Advanced Sales Consultants with 100+ years of combined sales and field experience who hold CLU®, ChFC®, CFP®, and FLMI® designations.

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Advanced Sales Case Designers who can help throughout the sales cycle, from fact finding and exploring options to illustrating cases.

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Marketing Specialists who create a wide array of client presentations, illustration tools, marketing collateral, blog posts, podcasts, and legislative and tax updates to keep you informed.

1Attorneys in the Advanced Sales department do not provide tax or legal advice on behalf of MassMutual or its subsidiaries.