Take your practice to the next level with resources to grow your business and amplify your value to clients.

Transcript

MFS Heritage Planning^®

For more than 20 years, this program has provided high-impact client education, consultation ideas, customizable infosheets and detailed action plans to help you identify and address client needs at every life stage.

LEARN MORE

Create Your Ideal Practice
Investment Professional

Practice Management
Create a Platinum Practice

Mastering Communications Success

Advanced (k)^®

Create a Platinum Practice

Create a Platinum Practice

Explore our programs to help you build your ideal practice by creating successful teams and elevating your efficiency, client service and brand.

Create a Platinum Practice

Creating a Platinum Workspace

Use these tips to evaluate your workspace through the eyes of a client.

Create a Platinum Practice

Best Practices of Exceptional Sales Teams

Take a page from the business practices of some of the most successful sales teams.

Create a Platinum Practice

60 Days of Client Service

Use these to-do lists to build or strengthen relationships with new or existing clients.

Mastering Communications Success

Mastering Communications Success

Learn how to improve team performance so that team members who work together are more efficient and have greater job satisfaction.

Advisor Edge Program Material

DISC Style Analysis & Communication Guide

Understand behavioral profiles to improve communications and relationships with clients and employees.

Advanced (k)^®

Advanced (k)^®

Explore resources to help you attract new clients, build rewarding relationships and grow your retirement plan practice. Integrate Advanced (k) into your practice by contacting MFS' DC specialists at 1-800-343-2829.

Advanced (K)®

Move Your Retirement Plan Business Forward

Excel at communicating with and managing your plan sponsor clients.

Advanced (K)®

Managing Strategic Client Relationships

Discover how to develop a client-needs analysis and create a strategic relationship management plan.

Advanced (K)®

Building a Standout Approach

Develop a compelling finals presentation that separates you from the competition.

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Grow Your Business
MFS^® SMART Referral Strategies

Winning With Women

Family Wealth Management

Seminar Resources

MFS^® SMART Referral Strategies

MFS SMART Referral Strategies

These simple, yet effective, strategies will help you leverage your best relationships to expand your business with likeminded clients.

MFS® SMART Referral Strategies

MFS Smart Referral Flyer

Learn how to get more clients like your best clients.

Winning With Women

Winning With Women

Explore solutions to better serve the unique needs of women clients and connect with new ones.

Winning With Women

The Power of One: Navigating Life as a Widow

This flyer provides simple action steps, important questions and key documents to help female clients navigate the recent loss of a spouse.

Retirement

Should I Stay or Should I Go? Hypothetical

A hypothetical illustration of how leaving work and taking a break in saving for several years could impact a woman's overall retirement account balance.

Winning With Women

Ideas for Connecting With Women

Tap into ideas from top advisors to help you connect with women regarding their concerns.

Family Wealth Management

Family Wealth Management

Learn how to position yourself as the family wealth advisor and earn the trust and business of subsequent generations.

Family Wealth Management

Three-Step Guide To The Family Wealth Conversation Brochure

Explore three steps used by top advisors to manage the family wealth conversation.

Financial Basics

Family Financial Map

Use this worksheet with clients to map out a thoughtful and effective transfer of family wealth.

Family Wealth Management

Multigenerational Conversation Openers

Use these strategies from top advisors to get introductions to the next generation.

Winning With Women

Understanding the Challenges of Widowhood

Learn how to help women who have lost a spouse, earn their trust and demonstrate your value.

Retirement

Should I Stay or Should I Go

Help women clients understand the financial impact of leaving the workforce for caregiving.

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Seminar Resources

Seminar Resources

Leverage our client seminar planning resources and pre-packaged seminars. MFS wholesalers are available to conduct the seminars listed below. Talk to your MFS representative at 1-800-343-2829 to schedule a seminar.

Explore tools and support materials to help you host successful seminars.

Learn More
Serve Your Clients
MFS Heritage Planning®

Understanding Social Security

Retirement Basics

Transitioning to Retirement

Living in Retirement

Volatility Resources

Milestone Marketing®

Investing Basics

MFS Heritage Planning®

MFS Heritage Planning^®

For more than 20 years, this program has provided high-impact client education, consultation ideas, customizable infosheets and detailed action plans to help you identify and address client needs at every life stage.

See the tools and resources available to help you address client needs and grow your business.

LEARN MORE

Understanding Social Security

Understanding Social Security

Answer tough questions and help educate your clients about Social Security with these resources.

Understanding Social Security

Social Security WEP and GPO Repeal FAQ

Important information to help investors prepare for upcoming changes related to the Social Security Fairness Act.

Understanding Social Security

10 Key Facts About Social Security Benefits

An investor approved FAQ which highlights the most frequently asked questions related to the Social Security divorced spouse benefits.

Social Security Reference Guide

Contact an MFS Sales Representative at 1-800-343-2829 for a copy of our comprehensive guide.

Understanding Social Security

Social Security Spousal Benefits FAQ

Learn more about Social Security Spousal benefits and help clients coordinate benefits.

Understanding Social Security

Social Security Benefits for Widows and Widowers FAQ

Provide answers to questions about Social Security widows and widowers benefits.

Understanding Social Security

Social Security Divorced Spouse Benefits FAQ

An investor approved FAQ which highlights the most frequently asked questions related to the Social Security divorced spouse benefits.

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Retirement Basics

Retirement

Guide and help clients navigate the ins and outs of retirement as they approach, transition to and live in retirement.

Retirement Basics

Top IRA Planning Mistakes

Use this handout with clients to review potential IRA planning issues and how to best address them.

Retirement

Cutting Back on Coffee Could Perk Up Your Future

A hypothetical illustration of how forgoing a cup of coffee and investing the money instead could increase your retirement savings.

Retirement Basics

Health Savings Accounts: Paying for Health Care in Retirement

This flyer touches on the issues of healthcare costs and how they affect saving for retirement.

Advisor Edge Program Material

A Balancing Act - Saving for Retirement and an Education

Hypothetical scenario outlining a strategy that can be used to start saving for retirement and education.

Financial Basics

Contact and Financial Information Worksheet

Use this worksheet to gather all of your important information in one place.

Retirement Basics

Plan for Success brochure (SIMPLE employee guide)

A simple retirement option for you.

Retirement Basics

SIMPLE IRA Employer Brochure

A simple retirement option for you and your employees.

Retirement Basics

IRS Sets 2025 IRA & 401k Limits

The Internal Revenue Service has announced the following retirement plan contribution limits for the 2025 tax year.

Consolidating Your Retirement Accounts

When switching jobs, it might make sense to leave retirement savings in a prior employer’s plan, but consolidating retirement accounts in a new employer’s plan or individual retirement account (IRA) may lead to better outcomes.

Retirement Basics

Do Good Things Come to Those Who Wait? The Potential Benefits and Features of Working Longer

Flyer weighing the risks and benefits of delaying retirement and attempting to address the complex questions that come with planning retirement: Have I saved enough? How long do my assets need to last? What about health insurance? Am I ready to leave the workforce and my career just yet?

Retirement Basics

Health Savings Accounts: Paying for Health Care in Retirement

This flyer touches on the issues of healthcare costs and how they affect saving for retirement. It's objective is to encourage individuals to explore if an HSA could serve as a long-term vehicle to save for their retirement healthcare costs.

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Transitioning to Retirement

Transitioning to Retirement

Help clients transition to retirement, avoid potential pitfalls and make the most of their retirement.

Retirement

Understanding Required Minimum Distributions (RMDs)

Walk clients through the ins and outs of taking required minimum distributions.

Retirement

Weighing 401(k) Options at Retirement

This infosheet outlines important considerations regarding 401k distributions at retirement.

Retirement

Distributions of Employers Stock From 401K Plans

Advisors can use this info sheet to educate clients about the tax implications of rolling over or taking a lump-sum distribution from 401k plans when changing jobs or retiring.

Retirement

Weighing Your 401(k) Options at Retirement

This infosheet outlines important considerations regarding 401k distributions at retirement.

Living in Retirement

Living in Retirement

Help clients understand the effect of income distribution strategies on taxes, Social Security and more.

Retirement Basics

Take Control of Taxes in Retirement

Learn how a tax-diversified portfolio may help clients take control of taxes in retirement.

Volatility Resources

Volatility Resources

Explore resources and actionable insights to help clients and your practice power through market ups and downs.

Grow Your Business

Weathering Market Downturns

Help clients maintain perspective during volatility.

Investment Basics

Worried About Inflation? You Probably Should Be

Shows how inflation can erode your purchasing power and how investments like stocks and bonds can help fight inflation over the long-term.

LEARN MORE

Milestone Marketing®

Milestone Marketing®

Uncover opportunities and address key retirement planning topics with clients and prospects in their 50s, 60s and 70s.

Uncover opportunities and address retirement planning topics such as catch-up contributions, early-retirement withdrawal options and tax-efficient draw-down ideas.

LEARN MORE

Investing Basics

Investing Basics

Investment Basics

Quick Guide to Risk Metrics

Flyer providing details on commonly used risk metrics in investing

Investment Basics

Worried About Inflation? You Probably Should Be

Shows how inflation can erode your purchasing power and how investments like stocks and bonds can help fight inflation over the long-term.

Investment Basics

Rule of 72

Learn how long it takes to double your money.

Investment Basics

Take a Systematic Approach to Long-Term Investing

Consider the potential benefits of dollar-cost averaging.

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Gather Insights

Explore timely resources and topics to help you connect with clients, build portfolios and address client needs.

Read

Volatility Resources

Explore resources and actionable insights to help clients and your practice power through market ups and downs.

Create a Platinum Practice
Mastering Communications Success
Advanced (k)^®

Create a Platinum Practice

Explore our programs to help you build your ideal practice by creating successful teams and elevating your efficiency, client service and brand.

Mastering Communications Success

Learn how to improve team performance so that team members who work together are more efficient and have greater job satisfaction.

Advanced (k)^®

Explore resources to help you attract new clients, build rewarding relationships and grow your retirement plan practice. Integrate Advanced (k) into your practice by contacting MFS' DC specialists at 1-800-343-2829.

MFS^® SMART Referral Strategies
Winning With Women
Family Wealth Management
Seminar Resources

MFS^® SMART Referral Strategies

MFS SMART Referral Strategies

These simple, yet effective, strategies will help you leverage your best relationships to expand your business with likeminded clients.

Winning With Women

Explore solutions to better serve the unique needs of women clients and connect with new ones.

Family Wealth Management

Learn how to position yourself as the family wealth advisor and earn the trust and business of subsequent generations.

Seminar Resources

Leverage our client seminar planning resources and pre-packaged seminars. MFS wholesalers are available to conduct the seminars listed below. Talk to your MFS representative at 1-800-343-2829 to schedule a seminar.

Explore tools and support materials to help you host successful seminars.

Learn More

MFS Heritage Planning®
Understanding Social Security
Retirement Basics
Transitioning to Retirement
Living in Retirement
Volatility Resources
Milestone Marketing®
Investing Basics

MFS Heritage Planning®

MFS Heritage Planning^®

See the tools and resources available to help you address client needs and grow your business.

LEARN MORE

Understanding Social Security

Answer tough questions and help educate your clients about Social Security with these resources.

Retirement Basics

Retirement

Guide and help clients navigate the ins and outs of retirement as they approach, transition to and live in retirement.

Transitioning to Retirement

Help clients transition to retirement, avoid potential pitfalls and make the most of their retirement.

Living in Retirement

Help clients understand the effect of income distribution strategies on taxes, Social Security and more.

Volatility Resources

Explore resources and actionable insights to help clients and your practice power through market ups and downs.

LEARN MORE

Milestone Marketing®

Uncover opportunities and address key retirement planning topics with clients and prospects in their 50s, 60s and 70s.

Uncover opportunities and address retirement planning topics such as catch-up contributions, early-retirement withdrawal options and tax-efficient draw-down ideas.

LEARN MORE

Investing Basics

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Create a Platinum Practice

Mastering Communications Success

Advanced (k)®

MFS® SMART Referral Strategies

MFS SMART Referral Strategies

Winning With Women

Family Wealth Management

Family Wealth Management

Seminar Resources

Seminar Resources

MFS Heritage Planning®

Understanding Social Security

Retirement Basics

Transitioning to Retirement

Living in Retirement

Volatility Resources

Milestone Marketing®

Investing Basics

Gather Insights

Create a Platinum Practice

Mastering Communications Success

Advanced (k)®

MFS® SMART Referral Strategies

MFS SMART Referral Strategies

Winning With Women

Family Wealth Management

Family Wealth Management

Seminar Resources

Seminar Resources

MFS Heritage Planning®

Understanding Social Security

Retirement Basics

Transitioning to Retirement

Living in Retirement

Volatility Resources

Milestone Marketing®

Investing Basics

Gather Insights

Advanced (k)^®

MFS^® SMART Referral Strategies

Advanced (k)^®

MFS^® SMART Referral Strategies