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April 2026 · The Archive
Completed

Premium Financing & Estate Planning

An industry-standard-setting two-part series featuring top premium finance advisors at MassMutual and across the industry. Not just how they hit big cases. How they started out and worked their way to these career heights.

Led by Nick Tranghese, VP of PSG
Sessions
Two, 90 minutes
Format
Live on Zoom
Ran
April 15 and 21
Cohort size
Limited to 15
The Curriculum

Two sessions. One deep dive.

01
Wed Apr 15 · 10:00 AM ET

Agency Side Meets the Field

Nick and Brett co-taught from both sides of the equation. How premium financing actually works in practice: language, strategy, mindset, and execution, with interactive Q&A and role-play.

Nick Tranghese
VP of PSG, Coastal Wealth
Brett Zuckerman
Top of Council · $2M to $5M annual premium financed production
02
Tue Apr 21 · 11:00 AM ET

Industry Leaders, Unfiltered

A panel discussion with the people who define premium financing at the highest level. Banking, legal, and production perspectives in one room. Career journeys, deal breakdowns, and candid Q&A.

Glen Golish
Top Producer
Robert Hoopis
#1 Premium Finance Banking Expert Nationally · Sits on AAK
Patrick Olearcek
Head Attorney, Advanced Planning · Approves all Pre-Fi deals
The Track Leader

Nick Tranghese

Vice President, PSG

This program has concluded. Materials remain available to participants.

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