White Paper: Improving Client Outcomes with Whole Life Insurance

Planning Now for Tax-Advantaged High-Net-Worth Outcomes Later

Featured in Wealth Management magazine earlier this year, this new white paper highlights why integrating whole life insurance into a financial strategy for high-earning younger investors can address challenges in accumulation, decumulation and protection that may not have been fully considered before. 

To model the concerns outlined in this white paper, ask us about Simplify – a powerful, case design tool from MassMutual Strategic Distributors (MMSD) Advanced Sales – and how it creates simple client presentations, making it easier for you to do business.