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Advanced Sales

Fifth Avenue Financial’s Advanced Sales Team is committed to deliver value and sales support by providing you with:

  • Direct access to our in-house team for case consultation
  • Sales concepts to help you with your case
  • Enhanced case design
  • Ongoing education and training

We are here to support your needs and the needs of your clients.

Illustration Requests 

Illustration FAQs

Click here for Fifth Avenue Financial's FAQ Guide for Illustrations and Case Design, as well as a Requirements Guide. 

Illustration DocuSign Instructions for NY Cases 

For applications in NY State that require a signed illustration, you can now have the client DocuSign prior to attaching to EZ-app. Click here  for directions.  As a reminder, if the client is applying for multiple policies, each illustration must be signed and attached to the EZ-app.  There will be no exceptions. 

Training Materials

<strong>Setting Up a Default Case</strong>

Setting Up a Default Case

Use this document to set up a default case in MassMutual Designs (MMD). This feature helps to save time by customizing your MMD default settings for commonly illustrated product options, scenarios and reports.

<strong>MassMutual Case Design Quick Tips Reference Sheet</strong>

MassMutual Case Design Quick Tips Reference Sheet

Use this document to learn about the key features and functions of MassMutual Designs (MMD) in order to run presale illustrations.

<strong>Run Life Illustrations Using MassMutual Designs</strong>

Run Life Illustrations Using MassMutual Designs

Use this document to assist in running pre-sale and in-force life illustrations.

Additional Contacts

Application & Forms Requests

Sales and Marketing Email Inbox

Application Submissions

Fifth Avenue Financial New Business Inbox

DI Quotes

Regional Internal Specialist

MassMutual Marketing Materials

Sales and Marketing Email Inbox

Underwriting and Exam Questions

Fifth Avenue Financial New Business Inbox

Or contact your dedicated New Business Case Manager or Brokerage director.