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Investment Strategies & Sales Materials

Opportunities Today

Choose What Fits your clients' investment goals, financial needs, and risk tolerance from MFS' full range of stock and bond funds.

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Sales Materials

Sales Ideas Brochures White Papers Presentation Materials Prospecting Letters             


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Investment Strategies

Tips, action plans, and prospecting kits for implementing time-tested investment strategies for Asset Allocation, Retirement Income, 401(K) Plans, and College Planning with clients and prospects.

Asset Allocation

Asset Allocation Strategies
Asset Allocation is a time-tested strategy for balancing risk and return when pursuing long-term financial goals.

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Retirement Income & IRAs

Think Retirement
“Will I have enough?” It’s a key client question that is ripe with opportunity.

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College Planning

Business building strategies Ideas on prospecting to target audiences, overcoming 529 plan objections, gifting opportunities, hosting a college planning seminar, and direct mail campaigns are available.

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