How do I set myself up for success

How do I set myself up for success? +

Learn what plan sponsors want from financial advisors. Create your personalized value proposition and connect with prospects using our proprietary tools.

Know what sponsors want

95%

of sponsors associate good service with reviewing their plan and its investment performance.1

Build your brand

Succinctly communicate your core competencies by creating your personalized value proposition.

Connect with prospects

Find prospects by using our Larkspur Planisphere tool.

Use our interactive digital guide which includes the right questions to ask, valuable resources and key best practices, to get in the door with prospects, secure the sale and keep the plan.

Complete the @ your service prospecting flyer.

How to stay ahead of the curve

How do I stay ahead of the curve +

MassMutual’s Women’s Initiative includes relevant research, thought leadership and participant education designed to help you reach women with a powerful message about their unique retirement planning needs.

 

Blog Article

White Paper

Webisode – Closing the Retirement Gender Gap

What’s new to help me differentiate myself

What’s new to help me differentiate myself? +

Gain a competitive advantage and stand out in the marketplace with data-driven insights and benefit analyses. Available independently or as an integrated suite, they can help add value to your client relationships or prospect for new ones.

Fiduciary Resources

Transform the new Department of Labor (DOL) Fiduciary Conflict of Interest rule into business opportunities for your practice.

Plan Health

Deliver customized, data-driven analyses to help your clients optimize their plan design.

Financial Readiness

Quantify and measure the potential liability of a workforce that is financially unprepared to retire. Show CFOs the potential impact of this liability to their company’s bottom-line.

Financial Wellness

Provide employees with guidance for buying benefits based on their budget and life stage.

Investment Lineup

68% of preretirees said they are concerned about having to retire later than they would like for financial reasons.Creating a strong investment lineup is one of the most important levers a plan sponsor can pull to help employees become retirement ready. Learn how you can ensure you’re offering the right choices to help meet their retirement investment needs.

What else should I consider to grow my practice

What else should I consider to grow my practice? +

Explore our practice management tips to gain an advantage by partnering with centers of influence. Deepen client relationships to create cross-selling opportunities, and expand your network to build a new business pipeline.

Benefits of working
with a TPA

  • New business
  • Expand network
  • Add resources

Holistic financial solutions

Increase the value you are bringing to clients by introducing new financial solutions.

Connect to start the conversation

  • Complete & maintain your LinkedIn profile
  • Follow MassMutual@Work
  • Read & share our NEW content with plan sponsors
  • Link to MassMutual@Work Linkedin

Prospecting Success

Get insights into creative prospecting techniques and other ways to access outside-the-box thinking to help build your brand.

MassMutual Edge

Manage your existing book of business with access to relevant news, feature articles and important commentary on current topics. These online tools can give your business an edge.

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1, 2 2015 MassMutual Winning Combination Study, https://www.massmutual.com/winningcombination