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Find Your Excellence

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.

  • Create Your Ideal Practice
    • 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.

    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.  

    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.

    • 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

    Winning With Women

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

    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.

    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.


    • 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. 

    Understanding Social Security

    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

    Transitioning to Retirement

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

    Living in Retirement

    Living in Retirement

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

    Volatility Resources

    Volatility Resources

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

    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. 

    Investing Basics

    Investing Basics


  • 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.

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.  

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.

  • 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

Winning With Women

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

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.

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.


  • 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. 

Understanding Social Security

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

Transitioning to Retirement

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

Living in Retirement

Living in Retirement

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

Volatility Resources

Volatility Resources

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

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. 

Investing Basics

Investing Basics


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