Cohort In Session Now

Premium Financing & Estate Planning in Practice

Format
Two-Part Series
Audience
Senior Advisors
Cohort Size
15 Advisors
Next Cohort
Fall 2026

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.

About This Track

The producers who actually do the work.

Premium financing and estate planning at the highest level isn't taught in textbooks. It's developed across thousands of conversations, hundreds of cases, and decades of relationships with the right advisors, attorneys, and lenders.

This track puts you in the room with the people who've built that practice. Real cases. Real language. The mindset and execution behind the numbers, not just the highlight reel.

02The Two Sessions
SESSION 1 · THE PRACTITIONER PERSPECTIVE
Wed Apr 15 · 10AM

Agency Side Meets the Field.

Nick and Brett co-teach 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.

NT
Nick Tranghese
VP of PSG, Coastal Wealth
BZ
Brett Zuckerman
Top of Council · $2M–$5M annual premium financed production
SESSION 2 · THE EXPERT PANEL
Tue Apr 21 · 11AM

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.

GG
Glen Golish
Top Producer
RH
Robert Hoopis
#1 Premium Finance Banking Expert Nationally · Sits on AAK
PO
Patrick Olearcek
Head Attorney, Advanced Planning · Approves all Pre-Fi deals
Dates
April 15 & 21
Sessions
2
Min Each
90
Spots Max
15
Format
Zoom
Next Cohort · Fall 2026

Get notified when the next cohort opens.

This cohort is currently in session. Add your name and we'll let you know the moment registration opens for the next round.