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Client Strategies

Built for creating opportunities.

Bring strategies and solutions to your clients that can meet their unique needs. Our industry experts bring you the industry trends, timely insights and sales support to set your clients up for success.

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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.

Not a financial professional?

Wealth Transfer & Assisting the Trustee:

    Estate & Wealth Transfer Strategies

Wealth Transfer Client Conversation Starters:

    Use It or Lose It Before 2026

Premium Funding Strategies:

    The Retirement Buy-Sell for Business Owners

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.