Advanced Sales | MMSD

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.

Let’s work together​.

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

Email Us

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

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:

Protecting Wealth for Foreign Nationals

  Foreign Nationals and Real Estate

Premium Funding Strategies

  5 Premium Funding Strategies
  Using Intra-family Loans

Advanced Sales
Technical Updates

Built for getting ahead.

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

Department of Labor Info

   DOL Insights

 

Understanding the Income Taxation of Life Insurance

   Frequently Asked Questions

Applicable Federal Rates (AFR)

  Monthly AFR Rate Table

 

High Net Worth Foreign Nationals

  Foreign Nationals Living Abroad
  Foreign Citizens Living in the U.S.
  Foreign Travel

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.

Contact Us For More Information

Browse Courses

Led by industry experts

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 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

Powered by specialists

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.