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.