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A LONG-TERM APPROACH TO RETIREMENT PLANNING

Investors increasingly are choosing short-term investments for their future goals, even while demographics point to longer life expectancies and the need for larger retirement income pools. Help your clients lengthen their retirement time horizons and you'll also help protect your business, as you retain assets longer.

CHALLENGE

ENSURE CLIENTS PLAN FOR A LONG RETIREMENT

SOLUTIONS

Doug Orton
Vice President, Advisor Development

INSIGHTS
  • A strong long-term retirement income strategy may mean some assets will ultimately transfer to heirs.
  • Use long-term income planning as an opportunity to start the family wealth conversation.

RESOURCES

Login for ideas to help clients lengthen their time horizon and see the potential benefits of actively managed strategies.

This publication is authorized for distribution only when preceded or accompanied by a prospectus or summary prospectus for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.

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CHALLENGE

KEEP TRANSFERRED RETIREMENT ASSETS IN YOUR PRACTICE

SOLUTIONS

Doug Orton
Vice President, Advisor Development

INSIGHTS
  • Advisors say their top concern is retaining assets transferred from one generation to the next.1
  • Retirement planning opens the door to legacy conversations that can include long-term strategies for heirs.

RESOURCES

Login for ideas to help clients lengthen their time horizon and see the potential benefits of actively managed strategies.
1Source: MFS 2013 Investing Sentiment Insights survey.

This publication is authorized for distribution only when preceded or accompanied by a prospectus or summary prospectus for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.

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CHALLENGE

GET CLIENTS TO THINK AND INVEST LONG-TERM FOR RETIREMENT

SOLUTIONS

Bill Loesch
Director of Marketing

INSIGHTS
  • The average investor holding period for a stock is 1.67 years, down from 10+ years in the 1970s and 5+ years in the mid-90s.1
  • MFS products can address long-term goals with attractive risk/return opportunities based on forward-looking assessments of the markets.

RESOURCES

Login for ideas to help clients lengthen their time horizon and see the potential benefits of actively managed strategies.
1Source: Ned Davis Research. Data as of 12/31/12.

This publication is authorized for distribution only when preceded or accompanied by a prospectus or summary prospectus for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.

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