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FINANCIAL BASICS: Action steps for your business

HERITAGE PLANNING > FINANCIAL BASICS
UNDERSTAND 1
CONNECT
  • Have conversations with clients about how to manage household expenses and organize financial records.
  • Help them plan and implement budgets for their families.
  • Review steps they can take to manage and work toward paying off debt.
2
DELIVER Share materials and information with clients that
  • provide a framework for creating a budget
  • help them organize and evaluate their household finances
  • put the problem of household debt in perspective
  • give them greater control of their financial futures
3
PRODUCTS & STRATEGIES
Asset Allocation Funds
Provides convenient access to a broadly diversified, professionally managed portfolio of underlying MFS funds in a single investment and is rebalanced
      Sales tools
Lifetime Funds
Provides a convenient access to a professionally allocated, broadly diversified, rebalanced portfolio of MFS funds in a single investment. The allocation strategy will become more conservative as the fund's target date approaches
      Sales tools
Family of Funds
Help clients create their own long-term portfolios of individual MFS mutual funds
      Overview
Fundamental Investing Series
Infosheets to help clients understand basic investment terms and strategies
  Systematic investing Weathering downturns Managing
risk
Rollover IRA
Help clients consolidate accounts, keep control of their assets, and maintain tax-deferred benefits
  Key points Brochure Forms kit
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