Advanced Sales

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.

Our team of lawyers, accountants, top-notch case designers and marketing specialists offers strategies, resources and more to help you close cases.

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Or call 1-800-601-9983, Option 2

Timely Strategies    |  Continuing Education    |  Meet the Team

Timely Strategies

Life Insurance

Supplementing income in retirement for high earners

The MassMutual Whole Life 10-Pay product offers cost-efficient death benefit protection during the working years, and cash values that can help supplement income at retirement.

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Business Owners

Estate Equalization, revisited

For a successful business owner whose business represents a large portion of the estate, wealth transfer planning requires liquidity.

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Life Insurance

Taming a bear market

Instead of taking distributions from a retirement account during a dip, tax-advantaged distributions may be taken from an existing MassMutual Whole Life 10-Pay policy.

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Real Estate

Foreign nationals & real estate

If you work with noncitizen/nonresident aliens (NC/NRs), there are 3 key things to know about the impact of a large concentration of U.S. real estate.

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Life Insurance

Corporate split dollar loans as an “anti-poaching” plan

A corporate split dollar loan arrangement allows businesses to offer a valuable life insurance benefit to key executives as an “anti-poaching” strategy for employers.

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Life Insurance

Build more cash for a business owner retirement buy-sell plan

The new MassMutual Whole Life 10-Pay provides the requisite death benefit coverage to facilitate the transfer of business shares to surviving owners in the event of premature death.

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Continuing Education

Continuing Education

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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Meet the Team

A headshot of Deidra Hubenack

Deidra W. Hubenack, JD, CPA

Head of Advanced & Internal Sales

A headshot of Randy Zipse

Randy Zipse, JD, AEP® (Distinguished)

Advanced Sales Lead

A headshot of David Phillips

David C. Phillips, JD

Director, Advanced Sales

A headshot of Sam Barton

Sam Barton

Director, Advanced Sales

A headshot of Nichole Crawford

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

Director, Advanced Sales

A headshot of Lina Storm

Lina R. Storm, CLU, ChFC, MBA

Advanced Sales Marketing Director

Our Team Includes

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

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

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

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.

1 Attorneys in the Advances Sales department are not practicing or accountancy on behalf of MassMutual or its subsidiaries.