CHARTER OAK FINANCIAL
PRACTICE FOUNDATIONS
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
Biography Creation
Professionally written to use across print and digital platforms.
Social Presence
Connect with clients and consumers on approved platforms, with ready-to-go content and campaigns.
“SOCIAL SMART”
Sales
Support that strengthens how you prospect, present, and convert.
Fee-Based Planning Support
Access our financial planning team for paraplanning support building, writing, and collaborating on financial plans.
CONTACT PLANNING
Access to the National Sales Desk
MMFA National Sales partners with advisors to deliver exceptional financial solutions to their clients.
GO TO THE SALES DESK
Case Consultation
Work with the Charter Oak Sales Department to review your clients’ goals and develop product solutions to achieve them.
CONTACT SALES or call 800-767-1000, ext. 25000
Training + Development
Learning experiences that build confidence, capability, and long-term growth.
Training + Onboarding Review
Our development team will review your existing onboarding and training plan to ensure your program is poised to drive early and sustained performance.
Activity Accountability Sessions
Accountability ensures you grow by design, not by default. These sessions are designed to keep you focused on high-impact activities that expand your best client relationships and strengthen your pipeline before production ever dips.
Learning Plan Template + Consultation
Our development team partners with advisors and teams to build a clear learning roadmap aligned to your growth goals that identifies skill gaps and delivers actionable steps that elevate performance, leadership, and value.
Access to Group Classes + Automated Learning
Looking to sharpen a specific skill or deepen expertise in a key area of your practice? Our Development Team will curate the right resources, guidance, and implementation support to help you apply it effectively and achieve measurable results.
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
MMLIS Compensation Support
Your resource for all MMLIS compensation questions or call 1-800-542-6767
Self-Service Persistency Monitoring
Stay ahead of persistency issues with quality business statements at your fingertips.
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.
Technical Support
Technical support for hardware, password, and access issues is provided by MassMutual. or call 800-767-1000, ext. 44357
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.
Self-Service Knowledge Base
Get answers to frequently asked questions or commonly encountered issues
Navigating the MassMutual Tech Stack
Take a deeper dive into selecting and configuring MassMutual’s platform to fit your practice.
REQUEST GUIDANCE Explore
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 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 Staff Training
Your dedicated New Business Coordinator (NBC) works alongside you and MassMutual underwriting to ensure a seamless experience and the best possible outcome for your clients.
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.