This classroom course will educate producers on Trusts that can be designed into flexible vehicles for managing and transferring wealth, while at the same time help protect wealth to beneficiaries’ who may have shortcomings and/or creditors issues. Building flexibility into a trust is a key element in designing a trust that best meets the grantor's intent, as well as, providing levels of protection. With a trust that contains provisions for discretionary distributions, a trustee can decide whether to distribute to a beneficiary or determine when in the appropriate time or amount for distribution. In short, you can create a well-crafted trust that gives the trustee the flexibility to adapt to a beneficiary(s) changing circumstances.
Instructor: Al Kingan, JD, LLM, CLU, ChFC, Estate & Business Planning, Advanced Sales, MMFA
Date: Wednesday July 13, 2022 | 10:00am – 11:00am
Click here to register!
1 Continuing Education Credit – This CE Webinar will NOT provide credit and is NOT approved in AR, DC, KS, KY, ME, MN, MT, NJ, NM, ND, SD, TX, UT, WA, WV, WI, WY
Register for the upcoming Premium Finance Workshop on Wednesday June 1, 2022 | 2:00pm – 3:00pm featuring Hugo A. Tomasio, JD/ Principal Southport Compass.
Register for the upcoming Guaranteed Standard Issue (GSI) Disability Insurance Webinar on Wednesday July 28, 2021 | 2pm – 2:30pm featuring Mike Hirschberg, Managing Director, Worksite & Executive Benefits at MassMutual.
Join us on July 22 from 2 to 3 p.m. ET to learn more about premium financing opportunities using MassMutual products. We will discuss typical bank and insurance company requirements, and share insights on how to identify good prospects for premium financing as a payment solution. Click here to register!
As part of the 2021 update of our whole life insurance products to reflect Section 7702 changes, MassMutual will launch a new Whole Life 10-Pay policy in July on our Coverpath platform. The new product offers attractive illustrated long-term growth on cash value and potentially higher income solves with dividends applied to paid-up additions, making what we believe will be an industry-leading limited-pay long-term protection and cash value accumulation product. In most cases, policies will not be modified endowment contracts. (Note: Dividends are not guaranteed.)You’re invited to a Zoom webinar on June 17, 2-3 p.m. ET, to hear Craig Waddington, head of Life Product, provide an overview of our whole life pricing strategy and the impact on product performance.Click here to register!
This classroom course will education producers on supplemental retirement planning using whole life insurance products. Limits placed upon qualified retirement plans coupled with the impact of the economic downturn on those plans has increased the need to have other sources of retirement income in order to retire comfortably. This course provides the plan structures and benefits of Private Retirement, Executive Bonus (Section 162), Leveraged Executive Bonus, Restrictive Endorsement, Split Dollar and Non-Qualified Deferred Compensation plans for supplemental retirement planning.This webinar class is approved for 2.0 CE credits for the State(s) of: NY; NJ; CT; MA; PAStrategy Speaker: Michele B. Collins, JD , Director, Advanced Sales, MassMutualDate: Wednesday May 19, 2021 | 11am – 1pmClick here to register!
You are invited to a Zoom webinar on April 22 at 2 p.m. featuring Patrick Olearcek, head of Advanced Sales at MassMutual, as he explores case studies on wealth transfer via gifting.
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This classroom course will demonstrate interest rate arbitrage techniques that take advantage of our current unprecedented economic environment. We will examine and compare straight loan arrangements, loan regime Split Dollar, leveraged executive bonus and grantor retained annuity trusts. With these techniques, attendees will be able help their clients to freeze their estates, use corporate assets for personal planning, and overall benefit your clients’ families. 1 CE credit. NY, CT, PA, MA resident licensesStrategy Speaker: Kathryn Wakefield, JD, CLU, Director , Advanced Sales at MassMutual Financial GroupWednesday, March 24, 2021| 11am – 12pmClick here to register!
This CE classroom course will educate attendees on how to protect their client’s family though life insurance planning. The course will cover the income tax free and grow taxefficiently benefits of life insurance, as well as, creating adverse gift, estate and income tax consequences, and the often overlooked, ownership obstacles to assist their clients. *Note: Provides two CE credits in New York, New Jersey and Connecticut, as well as CFP and PACE credits. Strategy Speaker: Kathryn Wakefield JD, CLU - Director of Advanced Sales - Mass Mutual Financial Group Date: Wednesday March 25, 2020 Time: 10:00am-12:00pm Fifth Avenue Financial – 90 Park Avenue, 17th Floor
During this Advanced Sales webinar, we will review whole life concepts. We will also discuss 2017 CSO pricing and MassMutual’s new life insurance products, which will become available in November.
Strategy Speaker: James Ryan, RFC, ALMI, ACS – AVP, Advanced Sales, Fifth Avenue FinancialTuesday October 29, 2019 2pm-2:30pm
This classroom course will help the participant understand the transfer planning strategies available to the family business owner. The course will look at the objectives and challenges of the family business owner and the need to balance business objectives with the family’s needs. The participant will understand why it is important to start planning early for the succession of a family business.
(2 CE Credits NY, NJ, CT – CFP, CPA, PACE included)
Strategy Speaker: Jeffrey I. Hollander, JD, Assistant Vice President, Advanced Sales, MassMutual Life Insurance CompanyWednesday November 6, 2019 10am-12pm