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 1-413-744-1206.

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:

Managing Taxes

   The Use It or Lose It of a Lifetime Exemption
   Estate & Wealth Transfer Strategies

Managing Market Volatility

   Taming a Bear Market
   Simplify Taming a Bear Market

Helping Business Owners Manage Risk

   Retirement Buy-Sell plan
   Corporate Split Dollar Loans to Fund Premium
   Double Split Dollar
   Equalizing the Estate for Heirs

Income Protection Solutions

   Replacing Post Retirement Income Gap for High Earners
   Protecting Earning Power
   Qualified Sick Pay Plans
   Creating a Tax Diversified Income at Retirement

A Simple Solution for Retaining Key People

   Executive Bonus Plans

Helping Trustees

   Income Source for Spousal Lifetime Access Trusts
   Estate & Wealth Transfer Strategies

Protecting Wealth for Foreign Nationals

   Foreign Nationals and Real Estate

Premium Funding Strategies

   5 Premium Funding Strategies
   Using Intra-family Loans

Technical Updates

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
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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

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Led by industry experts
Headshot of Deidra Hubenak

Deidra Hubenak, JD, CPA

Head of Advanced & Internal Sales
Headshot of Randy Zipse

Randy Zipse, JD, AEP® (Distinguished)

Advanced Sales Lead
Headshot of Lina Storm

Lina R. Storm, CLU®, ChFC®, MBA

Advanced Sales Marketing Director
Headshot of Sam Barton

Sam Barton, CLU®, ChFC®, CFP®

Director, Advanced Sales
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
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.