Advanced Sales

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
- To request an illustration for life insurance, please fill out this fillable form and email to illustrations@fifthavenuefinancial.com
- To request an illustration for disability insurance, please reach out to David Burke, MassMutual Regional Internal Specialist at dburke@massmutual.com
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

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.

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.

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
SalesandMarketing@fifthavefinancial.com
Application Submissions
Fifth Avenue Financial New Business Inbox
NewBusiness@Fifthavefinancial.com
DI Quotes
DAVID BURKE
Regional Internal Specialist
413-744-6958
dburke@massmutual.com
MassMutual Marketing Materials
Sales and Marketing Email Inbox
SalesandMarketing@fifthavefinancial.com
Underwriting and Exam Questions
Fifth Avenue Financial New Business Inbox
NewBusiness@Fifthavefinancial.com
Or contact your dedicated New Business Case Manager or Brokerage director.