Client Strategies

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Review the topics below and reach out to our experts at 1-800-601-9983 to discuss how these strategies can help meet your clients needs.

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   An Integrated Strategy for Tax-Advantaged Income at Retirement (PDF)
   Clients Retiring in 5 Years – Closing the Income Gap with a Deferred Income Annuity (PDF)
   Growth, Income and Stability – Fixed Annuities and CD's (PDF)
   The Vocabulary of Life After Work
   Understanding Retirement & the Tax Triangle (PDF)

Retirement Client Conversation Starters:

   A Bridge to Retirement for the Young and Wealthy (PDF)
   Annuities: Prepare for Longevity: Will Your Income Last As Long As You Do? (PDF)
   Annuities: Retire Confidently with Sound Retirement Solutions (PDF)
   Managing the Impact of Inflation with Annuities (PDF)
   Planning Your Retirement Income Strategy – Fact Finder (PDF)
   The Retirement Buy-Sell for Business Owners (PDF)
   Understanding Retirement & the Tax Triangle (PDF)

Income Protection with Disability Insurance:

   DI Analysis Client Presentation from Simplify - the DI Difference (PDF)
   Qualified Sick Pay Plans (PDF)
   Replacing Retirement Income Gap - Includes Illustration (PDF)

Income Protection – Life Insurance Client Conversation Starters:

   Learn More About Simplify, Our Case Design Tool (PDF)
   Protect and Build Your Future with Life Insurance (PDF)
   The Retirement Buy-Sell for Business Owners (PDF)

    Diversified Income at Retirement with Life Insurance (PDF)
    Tax Advantages with Life Insurance
    The Tax Advantage Your Clients Are Looking For – Annuities

    Simplify Taming a Bear Advanced Sales Strategy (PDF)
    Taming a Bear Success Strategy (PDF)
    Taming Market Volatility with a Flexible Retirement Strategy
    The Relative Stability of MassMutual's Dividend Interest Rate (PDF)
    Why Clients Need Fixed Annuities in their Investment Portfolios

   Have the Business Protection Conversation with a Business Owner (PDF)
   The Retirement Buy-Sell for Business Owners (PDF)
   Why MassMutual BOE (PDF)

Wealth Transfer Client Conversation Starters:

    De-Risking Your Legacy With a “Floor” (PDF)

Premium Funding Strategies:

    The Retirement Buy-Sell for Business Owners (PDF)

   Foreign Citizens Living in the U.S. (PDF)
   Foreign Nationals Underwriting Overview (PDF)
   Foreign Travel (PDF)
   The Unique Financial Priorities of Women

MMSD Asset TV

Explore the MMSD Asset TV video library for timely insights, actionable client strategies, and thought leadership designed for financial professionals. Access tailored solutions on variable and fixed annuities, life insurance, and disability income insurance to help you better serve your clients and grow your practice.

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The information provided is not written or intended as specific tax or legal advice. MassMutual, its employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

The product and/or certain features may not be available in all states.

All guarantees are based on the claims-paying abilities of the issuing insurance company.

Insurance products issued by Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001.