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MFS Heritage Planning®


Demonstrate your value and grow your business with MFS Heritage Planning. Simply launch the interactive tool or click the tabs below to access the resources and action plans that turn your clients' specific needs, concerns, and events into personalized planning opportunities.

Use our pulldown library of customizable infosheets, Touchpoints calendar, and client checklist to make a real difference right now.
 
 

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Your guide will
include:

99 infosheets related to
99 client
concerns
Please choose at least one concern

Review selected infosheets below. For a summary, place your cursor over the title. Uncheck any infosheet(s) you do not wish to include in your client guide.

Please choose at least one infosheet

Customize your client guide with your information.

Client Name
Advisor Name
Advisor Firm Name
Email Phone
Address 1 Address 2 City
State ZIP code
Required field
Please fill in all required fields

Thank you for using our interactive life-stage planner. Simply click the button below and your customized client guide will appear in a new tab or window, ready to download, print, email, and share.

Your client seems to be most concerned about the following topic(s). Click a topic to access action steps and client resources.

Corporate Insight - Advisor Monitor Report "Life Stages Resource" awards issued January 2013.

MFS does not provide legal, tax or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.

Keep in mind that all investments, including mutual funds, carry a certain amount of risk, including the possible loss of the principal amount invested.

You should recommend products based on your client's financial needs, goals, and risk tolerance.

24937.2

Corporate Insight - Advisor Monitor Report "Life Stages Resource" awards issued January 2013.

MFS does not provide legal, tax or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.

Keep in mind that all investments, including mutual funds, carry a certain amount of risk, including the possible loss of the principal amount invested.

You should recommend products based on your client's financial needs, goals, and risk tolerance.

24937.2