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Milestone Marketing®

This program will help you uncover opportunities on retirement planning topics such as catch-up contributions, early-retirement withdrawal options and tax-efficient draw-down ideas. 

Milestone Marketing Brochure

Explore our age-based opportunities program designed to help you identify and address key retirement planning issues with clients and prospects through their 50s, 60s, and 70s.

Milestone Marketing Brochure
Milestone Marketing®

Milestone Marketing Brochure

Milestone Marketing provides a series of age-specific opportunities for advisors and planners to use with clients in retirement planning. These milestones provide an opportunity to help drive retirement income conversations.

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Client Letters

The following letters will help you uncover new opportunities and provide conversation starters with clients about specific retirement planning milestones.

Client Letters

The following letters will help you uncover new opportunities and provide conversation starters with clients about specific retirement planning milestones.

Client Prospecting Letter: Age 50
Milestone Marketing®

Client Prospecting Letter: Age 50

Catch-Up Contributions.

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Client Letter: Age 55
Milestone Marketing®

Client Letter: Age 55

Early retiree candidates.

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Client Prospecting Letter: Age 59½
Milestone Marketing®

Client Prospecting Letter: Age 59½

Penalty free IRA withdraws.

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Client Prospecting Letter: Age 62
Milestone Marketing®

Client Prospecting Letter: Age 62

Earliest date to receive Social Security Benefits.

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Client Prospecting Letter: Age 65
Milestone Marketing 60s

Client Prospecting Letter: Age 65

Medicare sign-up.

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Client Prospecting Letter: Age 66 – Full Social Security Benefits
Milestone Marketing®

Client Prospecting Letter: Age 66 – Full Social Security Benefits

Uncovering new opportunities with existing clients.

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Client Prospecting Letter: Age 70
Milestone Marketing 70s

Client Prospecting Letter: Age 70

Maximum Social Security benefits begin.

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MFS Advisor Edge®

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

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