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Sales Ideas & Case Design Resources

MassMutual Insurance Products

The following pages will provide you with information you need to help your clients protect the lifestyle they've worked to establish. 

Sales Ideas & Case Design Resources

<strong><a href="https://s3.amazonaws.com/static.contentres.com/media/documents/f56d2b95-c12e-4444-9b55-512c1e2f9c5e.pdf" target="_blank" data-mce-href="https://s3.amazonaws.com/static.contentres.com/media/documents/f56d2b95-c12e-4444-9b55-512c1e2f9c5e.pdf" rel="noopener">Gift of a Lifetime</a></strong>

Gift of a Lifetime

This overview will help parents and grandparents understand the value of whole life insurance for children and how it can truly be the Gift of a Lifetime

<strong><a href="https://s3.amazonaws.com/static.contentres.com/media/documents/435b0205-b514-489f-99f4-772e549a1c1b.pdf" target="_blank" data-mce-href="https://s3.amazonaws.com/static.contentres.com/media/documents/435b0205-b514-489f-99f4-772e549a1c1b.pdf" rel="noopener">Taming a Bear Market in Retirement with Whole Life Insurance</a></strong>

Taming a Bear Market in Retirement with Whole Life Insurance

This consumer brochure explains the concept of adding flexibility to a retirement income portfolio with alternate sources of income.

<a href="https://s3.amazonaws.com/static.contentres.com/media/documents/e368845b-9650-42c2-b4e3-06077a8a07c9.pdf" target="_blank" data-mce-href="https://s3.amazonaws.com/static.contentres.com/media/documents/e368845b-9650-42c2-b4e3-06077a8a07c9.pdf" rel="noopener"><strong>Retirement Supplement - Planning for Retirement Today</strong></a>

Retirement Supplement - Planning for Retirement Today

High level overview of the concept, the environment, the problem and a broad look at life insurance as a possible solution for consumers.

<a href="https://mcusercontent.com/4a0cce2d4f89a26676d675837/files/945d8f07-b230-425b-8c55-bef202c00d4a/AS8038_Distribution_of_an_Insurance_Policy_by_an_Entity.pdf" target="_blank" data-cke-saved-href="https://mcusercontent.com/4a0cce2d4f89a26676d675837/files/945d8f07-b230-425b-8c55-bef202c00d4a/AS8038_Distribution_of_an_Insurance_Policy_by_an_Entity.pdf" data-mce-href="https://mcusercontent.com/4a0cce2d4f89a26676d675837/files/945d8f07-b230-425b-8c55-bef202c00d4a/AS8038_Distribution_of_an_Insurance_Policy_by_an_Entity.pdf" rel="noopener"><strong>Distribution of an Insurance Policy by an Entity</strong></a>

Distribution of an Insurance Policy by an Entity

We create strategies that are tailored to your needs and goals.

<a href="https://mcusercontent.com/4a0cce2d4f89a26676d675837/files/b67c0e62-7de0-4b2f-9035-1460d40c2f53/AS6026_Estate_Planning_for_the_Non_Taxable_Estate.pdf" target="_blank" data-cke-saved-href="https://mcusercontent.com/4a0cce2d4f89a26676d675837/files/b67c0e62-7de0-4b2f-9035-1460d40c2f53/AS6026_Estate_Planning_for_the_Non_Taxable_Estate.pdf" rel="noopener" data-mce-href="https://mcusercontent.com/4a0cce2d4f89a26676d675837/files/b67c0e62-7de0-4b2f-9035-1460d40c2f53/AS6026_Estate_Planning_for_the_Non_Taxable_Estate.pdf"><strong>Estate Planning for the Non Taxable Estate</strong></a>

Estate Planning for the Non Taxable Estate

This strategy spotlight overviews the importance of estate planning whether it is large or small.

<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__fifthavenuefinancial.us8.list-2Dmanage.com_track_click-3Fu-3D4a0cce2d4f89a26676d675837-26id-3D54f74862ff-26e-3D19164fe433&#38;d=DwMFaQ&#38;c=BX7Y4KpGhcDnIsrgHKqkbfoiiDvjhxwuYUpcrPD7xrE&#38;r=z92lfrjIn6ZX0B3CujofWBVclTaBwAu9fchrOjsystA&#38;m=W3_FzvkV-yB-DmcqzKu_rkGcXo0nQ_QTGrZHCGS6mio&#38;s=oXSIcbKrV8idxtZq6_BEWnJfDmVGDk7rb6Is4W6l3lY&#38;e=" data-mce-href="https://urldefense.proofpoint.com/v2/url?u=https-3A__fifthavenuefinancial.us8.list-2Dmanage.com_track_click-3Fu-3D4a0cce2d4f89a26676d675837-26id-3D54f74862ff-26e-3D19164fe433&#38;d=DwMFaQ&#38;c=BX7Y4KpGhcDnIsrgHKqkbfoiiDvjhxwuYUpcrPD7xrE&#38;r=z92lfrjIn6ZX0B3CujofWBVclTaBwAu9fchrOjsystA&#38;m=W3_FzvkV-yB-DmcqzKu_rkGcXo0nQ_QTGrZHCGS6mio&#38;s=oXSIcbKrV8idxtZq6_BEWnJfDmVGDk7rb6Is4W6l3lY&#38;e="><strong>Spousal Lifetime Access Trust (SLAT)</strong></a>

Spousal Lifetime Access Trust (SLAT)

A strategy snapshot piece with case scenario on when and how to use a Spousal Lifetime Access Trust.

<strong><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__fifthavenuefinancial.us8.list-2Dmanage.com_track_click-3Fu-3D4a0cce2d4f89a26676d675837-26id-3D8e132ac6ae-26e-3D19164fe433&#38;d=DwMFaQ&#38;c=BX7Y4KpGhcDnIsrgHKqkbfoiiDvjhxwuYUpcrPD7xrE&#38;r=z92lfrjIn6ZX0B3CujofWBVclTaBwAu9fchrOjsystA&#38;m=W3_FzvkV-yB-DmcqzKu_rkGcXo0nQ_QTGrZHCGS6mio&#38;s=6WbfkUSWrotG4vrupx9wu-f5mTdwcVOwK7-B-AlbpTM&#38;e=" data-mce-href="https://urldefense.proofpoint.com/v2/url?u=https-3A__fifthavenuefinancial.us8.list-2Dmanage.com_track_click-3Fu-3D4a0cce2d4f89a26676d675837-26id-3D8e132ac6ae-26e-3D19164fe433&#38;d=DwMFaQ&#38;c=BX7Y4KpGhcDnIsrgHKqkbfoiiDvjhxwuYUpcrPD7xrE&#38;r=z92lfrjIn6ZX0B3CujofWBVclTaBwAu9fchrOjsystA&#38;m=W3_FzvkV-yB-DmcqzKu_rkGcXo0nQ_QTGrZHCGS6mio&#38;s=6WbfkUSWrotG4vrupx9wu-f5mTdwcVOwK7-B-AlbpTM&#38;e=">2021 Important Qualified Plan &#38; IRA Numbers</a></strong><br/>

2021 Important Qualified Plan & IRA Numbers

The enclosed contains key 2021 numbers updates for qualified plans. 

<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__fifthavenuefinancial.us8.list-2Dmanage.com_track_click-3Fu-3D4a0cce2d4f89a26676d675837-26id-3D9a7dc87bed-26e-3D19164fe433&#38;d=DwMFaQ&#38;c=BX7Y4KpGhcDnIsrgHKqkbfoiiDvjhxwuYUpcrPD7xrE&#38;r=z92lfrjIn6ZX0B3CujofWBVclTaBwAu9fchrOjsystA&#38;m=W3_FzvkV-yB-DmcqzKu_rkGcXo0nQ_QTGrZHCGS6mio&#38;s=ukLxT7NivXpph3qPlY-pCXQHj5l2xz1g6E2vDMCUpOw&#38;e=" data-mce-href="https://urldefense.proofpoint.com/v2/url?u=https-3A__fifthavenuefinancial.us8.list-2Dmanage.com_track_click-3Fu-3D4a0cce2d4f89a26676d675837-26id-3D9a7dc87bed-26e-3D19164fe433&#38;d=DwMFaQ&#38;c=BX7Y4KpGhcDnIsrgHKqkbfoiiDvjhxwuYUpcrPD7xrE&#38;r=z92lfrjIn6ZX0B3CujofWBVclTaBwAu9fchrOjsystA&#38;m=W3_FzvkV-yB-DmcqzKu_rkGcXo0nQ_QTGrZHCGS6mio&#38;s=ukLxT7NivXpph3qPlY-pCXQHj5l2xz1g6E2vDMCUpOw&#38;e="><strong>Summary of Consolidated Appropriations Act 2021</strong></a>

Summary of Consolidated Appropriations Act 2021

This summary focuses on the Payroll Protection Program established under the CARES Act. It is not intended to cover all provisions of the act or its potential impacts.

<strong><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__fifthavenuefinancial.us8.list-2Dmanage.com_track_click-3Fu-3D4a0cce2d4f89a26676d675837-26id-3D090dea34b1-26e-3D19164fe433&#38;d=DwMFaQ&#38;c=BX7Y4KpGhcDnIsrgHKqkbfoiiDvjhxwuYUpcrPD7xrE&#38;r=z92lfrjIn6ZX0B3CujofWBVclTaBwAu9fchrOjsystA&#38;m=W3_FzvkV-yB-DmcqzKu_rkGcXo0nQ_QTGrZHCGS6mio&#38;s=yCXybrO4Rrs9IoShG_6ueEvDgo0j5BC5Htku8pL_TI4&#38;e=" data-mce-href="https://urldefense.proofpoint.com/v2/url?u=https-3A__fifthavenuefinancial.us8.list-2Dmanage.com_track_click-3Fu-3D4a0cce2d4f89a26676d675837-26id-3D090dea34b1-26e-3D19164fe433&#38;d=DwMFaQ&#38;c=BX7Y4KpGhcDnIsrgHKqkbfoiiDvjhxwuYUpcrPD7xrE&#38;r=z92lfrjIn6ZX0B3CujofWBVclTaBwAu9fchrOjsystA&#38;m=W3_FzvkV-yB-DmcqzKu_rkGcXo0nQ_QTGrZHCGS6mio&#38;s=yCXybrO4Rrs9IoShG_6ueEvDgo0j5BC5Htku8pL_TI4&#38;e=">2021 Federal Tax Information &#8212; A Reference Guide</a></strong>

2021 Federal Tax Information — A Reference Guide

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