Introducing: Simplify – A New Case Design Tool

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MassMutual Strategic Distributors is excited to introduce Simplify, our new Advanced Sales concept tool that can help you and your producers close more Whole Life and Disability Insurance cases. Get familiar with Simplify by viewing the following materials: 

* To view accompanying illustrations for this concept, please see sample illustration #1 and illustration #2. 

In addition to Taming a Bear Market, the following planning concepts are also ready for our team to illustrate for you in Simplify: 

  • Split Dollar Loans 
  • Key Person Insurance Plans 
  • Executive Bonus Plans 
  • Disability Insurance Analysis 

Finally, stay tuned for more announcements as additional planning concepts become available, including:

  • Planning for Foreign Nationals
  • Retirement Buy-Sell Plans
  • Estate Equalization
  • Diversifying Taxes 
  • Filling the Retirement Income Gap