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    |  Insights    |  Continuing Education    |  Meet the Team

DISABILITY INCOME INSURANCE

Planning for the Unexpected

Learn how a Radius Choice individual disability income insurance policy from MassMutual can help replace a portion of a client’s income — including self-employed individuals.

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Timely Strategies

Life Insurance

Use It or Lose It

Learn how to leverage the estate and gift tax exemption with Whole Life Insurance before it expires.

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Life Insurance

A Bridge to Retirement for the Young & Wealthy

MassMutual’s NEW Whole Life 10 Pay may generate potentially more income that may help the young and wealthy retire earlier.

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Life Insurance

Premium Finance Guidelines and Workflow

High-net-worth clients whose funds are illiquid or invested in their business, yet need a large amount of life insurance, a premium financing approach, in which the premium is loaned by a bank, may be an option.

  Premium Financing Guidelines
  Premium Financing Workflow

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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Advanced Sales
Insights

Built for getting ahead.

Uncover your next opportunity with timely insights from our team of industry experts.

Department of Labor Info

   DOL Insights

Applicable Federal Rates (AFR)

  Monthly AFR Rate Table

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.