Financial Advisor / United States Investor / United States Other MFS Sites
home login register proxy voting careers contact us help

LIFE EVENTS: Action steps for your business

HERITAGE PLANNING > LIFE EVENTS
UNDERSTAND 1
CONNECT
  • Assist clients facing personal life changes that impact their finances - a career change or layoff, divorce, or loss of a loved one.
  • Partner with other professionals who can help you guide clients' decisions.
2
DELIVER Offer materials that can help clients make the key financial choices and take the right actions during what can be a very difficult time for them
  • review and adjust retirement plans
  • assist with financial decisions
  • update beneficiary forms
  • revise estate plans
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
Rollover IRA
Help clients consolidate accounts, keep control of their assets, and maintain tax-deferred benefits
  Key points Brochure Forms kit
4