Sales Tools

Investment Strategies & Sales Materials Support your business with these sales ideas, presentation materials, brochures, white papers, and prospecting letters for all MFS products.
Investment Strategies
Asset Allocation
Retirement Income & IRAs
College Planning
Sales Materials
Sales Ideas
White Papers
Presentation Materials
Prospecting Letters Resources to help you and your clients make well-informed decisions as they plan for preserving their current lifestyle and for reaching their future financial goals.
An age-based opportunities program designed to help you identify and address key retirement planning issues with clients through their 50s, 60s, and 70s. Risk Assessment Calculator
Investor Cost Calculators
Obtain practical information, earn continuing education credits, and receive valuable hands-on experience. Continuing Education Courses (PDF)