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.

Contact Us

Let’s work together​

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

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Or call 1-413-744-1206.

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Visit MassMutual.com.

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.

Learn more

Timely Strategies

 

Creating a legacy floor

Listen as Sam Barton, MMSD Advanced Sales Director, discusses how clients approaching retirement can establish a financial legacy floor by using universal life insurance with a guaranteed benefit.

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

   Timing is Everything

Managing Market Volatility

   Taming a Bear Market
   Simplify Taming a Bear Market

Helping Business Owners Manage Risk

  Retirement Buy-Sell plan

Technical Updates

Advanced Sales
Technical Updates

Built for getting ahead.

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

Understanding the Income Taxation of Life Insurance

   Frequently Asked Questions

Applicable Federal Rates (AFR)

  Monthly AFR Rate Table

High Net Worth Foreign Nationals

  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


Browse courses

Led by industry experts

Joel Liu Headshot

Joel S. Liu, JD

Head of Advanced Sales
Photo of Randy Zipse, MMSD Advanced Sales Lead

Randy Zipse, JD, AEP® (Distinguished)

Advanced Sales Lead
Photo of Jason Van Zante, Director of MMSD Advanced Sales

Jason Van Zante, CLU®, ChFC®

Director, Advanced Sales
Photo of Sam Barton, Director of MMSD Advanced Sales

Sam Barton, CLU®, ChFC®, CFP®

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.