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Grow Your Business

The MFS Heritage Planning program offers everything you need to keep your clients informed on a range of topics and to help you grow your business.

Address Client Needs

  • Retirement
  • Estate Planning
  • Eldercare
  • Education Planning
  • Life Events
  • Understanding Investing

Retirement

RETIREMENT

RETIREMENT

No matter how close retirement may be, clients need help navigating their investments. Take advantage of these resources to guide them.

Estate Planning

Estate Planning

Estate Planning

These resources and others like them can help get your clients started preserving their legacy by protecting it for the next generation.

Eldercare

Eldercare

Eldercare

Clients providing long-term care to disabled or elderly relatives often struggle with unique financial demands. These resources, and others, can help.

Education Planning

Education Planning

Education Planning

Parents can feel overwhelmed with college costs. Advising on 529 plans, investing strategies, and financial aid, may help them feel more confident.

Life Events

Life Events

Life Events

Life-changing events like marriage, children, even job changes can affect clients’ finances. These and other resources can help them stay on track.

Understanding Investing

Understanding Investing

Understanding Investing

Long-term investing can be important for achieving long-term goals. Help clients make more informed decisions with these and other investing basics.

Support Your Business

  • What Keeps Your Clients Up at Night?
  • Drive Business Growth & Retention
  • Have Relevant Client Conversations
  • Plan Successful Client Seminars
  • Calculators & Planners

What Keeps Your Clients Up at Night?

What Keeps You Up at Night?

What Keeps You Up at Night?

Regulations and markets are becoming more complex. Meanwhile, pressures on fees continue to grow making the role of the financial advisor more challenging but necessary. The MFS Heritage Planning program offers in depth resources and support that can help you address your clients' financial concerns and demonstrate the value of your advice.

Drive Business Growth & Retention

Drive Business Growth & Retention

Drive Business Growth & Retention

Increase your visibility and expand your reach with these and other resources that can help you more successfully pursue prospects.

Have Relevant Client Conversations

Have Relevant Client Conversations

Have Relevant Client Conversations

Addressing topics like wealth transfer or Social Security with clients can be difficult. Here are a few of the articles we have to get you started.

Plan Successful Client Seminars

Plan Successful Client Seminars

Plan Successful Client Seminars

Deliver more dynamic and exciting seminars with our seminar planning tools and expansive range of prepared topics.

Calculators & Planners

Calculators & Planners

Calculators & Planners

These online calculators can help clients estimate how hypothetical considerations may affect their portfolio balances and investment costs over time.

  • Featured
  • Address Client Needs

    Address Client Needs

    • Retirement
    • Estate Planning
    • Eldercare
    • Education Planning
    • Life Events
    • Understanding Investing

    Retirement

    RETIREMENT

    RETIREMENT

    No matter how close retirement may be, clients need help navigating their investments. Take advantage of these resources to guide them.

    Estate Planning

    Estate Planning

    Estate Planning

    These resources and others like them can help get your clients started preserving their legacy by protecting it for the next generation.

    Eldercare

    Eldercare

    Eldercare

    Clients providing long-term care to disabled or elderly relatives often struggle with unique financial demands. These resources, and others, can help.

    Education Planning

    Education Planning

    Education Planning

    Parents can feel overwhelmed with college costs. Advising on 529 plans, investing strategies, and financial aid, may help them feel more confident.

    Life Events

    Life Events

    Life Events

    Life-changing events like marriage, children, even job changes can affect clients’ finances. These and other resources can help them stay on track.

    Understanding Investing

    Understanding Investing

    Understanding Investing

    Long-term investing can be important for achieving long-term goals. Help clients make more informed decisions with these and other investing basics.

  • Support Your Business

    Support Your Business

    • What Keeps Your Clients Up at Night?
    • Drive Business Growth & Retention
    • Have Relevant Client Conversations
    • Plan Successful Client Seminars
    • Calculators & Planners

    What Keeps Your Clients Up at Night?

    What Keeps You Up at Night?

    What Keeps You Up at Night?

    Regulations and markets are becoming more complex. Meanwhile, pressures on fees continue to grow making the role of the financial advisor more challenging but necessary. The MFS Heritage Planning program offers in depth resources and support that can help you address your clients' financial concerns and demonstrate the value of your advice.

    Drive Business Growth & Retention

    Drive Business Growth & Retention

    Drive Business Growth & Retention

    Increase your visibility and expand your reach with these and other resources that can help you more successfully pursue prospects.

    Have Relevant Client Conversations

    Have Relevant Client Conversations

    Have Relevant Client Conversations

    Addressing topics like wealth transfer or Social Security with clients can be difficult. Here are a few of the articles we have to get you started.

    Plan Successful Client Seminars

    Plan Successful Client Seminars

    Plan Successful Client Seminars

    Deliver more dynamic and exciting seminars with our seminar planning tools and expansive range of prepared topics.

    Calculators & Planners

    Calculators & Planners

    Calculators & Planners

    These online calculators can help clients estimate how hypothetical considerations may affect their portfolio balances and investment costs over time.

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