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.
Business Owners
Estate Equalization, revisited
For a successful business owner whose business represents a large portion of the estate, wealth transfer planning requires liquidity.
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.
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.
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.
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.
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.
Meet the Team
Deidra W. Hubenack, JD, CPA
Head of Advanced & Internal Sales
Randy Zipse, JD, AEP® (Distinguished)
Advanced Sales Lead
David C. Phillips, JD
Director, Advanced Sales
Sam Barton
Director, Advanced Sales
Nichole Crawford, JD, LLM, CLU, ChFC, CAP
Director, Advanced Sales
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.