Life and Disability Insurance Processing Training and Resource Center

REQUIRED TRAINING FOR NEW PRODUCERS: Life, Disability Income, Annuity & Long Term Care

All newly contracted Producers must complete the training courses below within 60 days of their contracting date.

Part 1: Compliance Considerations

This course covers the basics of what you need to practice with MassMutual. This includes licensing, training obligations, handling customer complaints and when and how to log business gifts and entertainment costs.

Launch Module

Part 2: Marketing Considerations

This course covers policies around electronic, and telephone communications, social media, and seminars. This will also cover the the basics around professional designations.

Launch Module

Part 3: Conducting Business

Covering topics like cyber security, client files, premiums, and money laundering; this course will review policies relevant to your day-to-day business that you must follow as a MassMutual producer.

Launch Module

ADDITIONAL TRAINING RESOURCES

Required Training Grid

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Onboarding Training and Instruction Guide

Launch Module

FieldNet: Training

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MassMutual University

Launch Module

REPLAY OF LIFE & DI PROCESSING WEBINAR WITH JESSICA DOUGHERTY & PAM TEELE

Coverpath Training & Resource Center

Coverpath is an online platform that helps you reach and serve clients who prefer a digital purchasing experience but also value the guidance of an advisor.

Key Features:

- Algorithmic underwriting (faster decisions and placement)
- Shareable and responsive online application
- Self-service capabilities

We've curated a collection of Training Replays, Instructional Videos and Best Practice Tutorials designed to help you utilize the Coverpath platform.

Visit the Resource Center

EZ-app & eSignature Training & Resource Center

EZ-app & eSignature is an electronic application system used to collect and submit whole life and term applications.

Key Features:

- Intuitive
- Wizard-based entry
- eSignature

- Eliminates NIGOs

Visit the Resource Center

QUICK LINKS

Life Insurance Overview

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Disability Insurance Overview

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New Business Checklist

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Credentialing

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Illustrations & Proposals Overview

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Life Illustrations Application

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Disability Income Sales Illustrations

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Insurance Workbench

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DOWNLOADABLE RESOURCES

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Coverpath and EZ-app Comparison Chart

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Just-In-Time Appointing

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Imaging Best Practices

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Submitting New Business Standards and Procedures

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Submitting Subsequent Requirements
Best Practices

Submitting Subsequent Requirements<br/>Best Practices

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Running a DI Illustration
Reference Sheet

Running a DI Illustration<br/>Reference Sheet

Download Here

Life Cycle of a DI Application

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Life Cycle of a Life Insurance Application

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Life Insurance Application Reference Sheet

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Deliver the Policy

Download Here

Navigating a Fully-Underwritten Multi-Life DI Illustration

Download Here

Setting Client Expectations about the DI Application Process

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Contact your Practice Development Specialists

Jessica Dougherty

Business Manager – Insurance Operations
877-357-9670
jessica.dougherty@ffgadvisors.com

Pam Teele

Sr. New Business Rep
703-847-9660
pamela.teele@ffgadvisors.com

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