ESSENTIALS
Resources for every advisor
A strong foundation for where you are — and where you’re headed.
Quality support should be the standard. That’s why we give every advisor in our network access to the essential tools and resources you need to serve your clients confidently and run your practice smoothly.
From sales to marketing, tech support and new business, excellence starts here.
Marketing
Foundational assets and support to help you build and grow your professional presence.
Access to Templated Campaigns + Collateral
Choose from dozens of pre-approved pieces to help show clients and prospects what you offer.
BROWSE TEMPLATES
Marketing Planning
Develop and align your marketing strategy with your marketing activity with this easy-to-use planning template.
Web Presence
Feature your practice on both charteroakfinancial.com and massmutual.com
Social Presence
Connect with clients and consumers on approved platforms, with ready-to-go content and campaigns.
Biography Creation
Professionally written to use across print and digital platforms.
Sales
Support that strengthens how you prospect, present, and convert.
Access to the National Sales Desk
MMFA National Sales partners with advisors to deliver exceptional financial solutions to their clients. or call 800-767-1000, ext. 25000
Case Design
Access through Simplify, a case design solution available through MMFA National Sales to help you grow your business by closing more life and disability income insurance cases.
Training + Development
Learning experiences that build confidence, capability, and long-term growth.
Curated Content Library
This self-directed curriculum includes concise videos, practical guides, and applied activities to help build a strong foundation while progressively introducing more advanced and specialized concepts essential for long-term success.
Activity Accountability Sessions
Advisor accountability sessions help you turn effort into predictable income by keeping you focused on the few daily activities that drive appointments, submissions, and revenue so you’re not busy, you’re productive.
Finance + Licensing
Insights and resources that support smarter decision-making for your business.
General Compensation Support
Your go-to for questions related to financing, compensation, debt, annualization, missing tax forms, and charges. or call 1-800-767-1000 x48850
Licensing Support
Includes:
• Annual license reminder month before birthday
• Assistance completing MMLIS contract and U4
• Licensing instructions for resident and non-resident licenses and third-party appointments
• Instruction on how to obtain prerequiste product training
Benefits Support
Your resource for all health benefit and 401(K) questions or call 1-800-767-1000 x48850
Self-Service Persistency Monitoring
Stay ahead of persistency issues with quality business statements at your fingertips.
MMLIS Compensation Support
Your resource for all MMLIS compensation questions or call 1-800-542-6767
Explore More Finance and Licensing Resources on Compass and LEAFi
Platform
Solutions
to simplify the everyday and enhance how you
work.
Device Onboarding/Offboarding
Get help configuring new devices or decommissioning an old one to meet compliance and security requirements.
Self-Service Knowledge Base
System Access Requests
As your platform needs change, our team can request access on your behalf. E.g., proxy access with another advisor or assistant, access to MMLIS systems once FINRA registered, etc.
Technical Support
Technical support for hardware, password, and access issues is provided by MassMutual.
Get answers to frequently asked questions or commonly encountered issues or call 800-767-1000, ext. 44357
Practice Optimization
Strategic support to help your practice scale sustainably.
Succession Resource Group Practice Valuation
The Practice Valuation Tool assesses the health of your practice or helps determine a potential selling price for your practice.
Succession Planning
Ready to consider the next step? Succession can help you prepare for transfer of your practice upon your death, disability, or retirement to a successor agent.
Explore More Practice Optimization Resources on Compass and LEAFi!
New Business
End-to-end support to help move cases forward smoothly and efficiently
Assigned New Business Coordinator
Your dedicated New Business Coordinator (NBC) works alongside you and MassMutual’s underwriting to ensure a seamless experience and the best possible outcome for your clients.
Staff Training
Provides an overview of the New Business team structure, respective roles and responsibilities, and a walkthrough of available resources and best practices. Contact your NBC to schedule.
