CHARTER OAK FINANCIAL
PRACTICE SOLUTIONS
Resources to create “what’s next” for your business
You’ve built momentum.
Now it’s time to multiply it.
Our support teams are here to meet you in your moment of growth, offering enhanced resources, guidance, and expertise to help you strengthen your foundation, push past growth plateaus, and continue your rise. This is where strong practices sharpen, scale, and prepare for what’s next.
Marketing
Enhanced marketing strategy and execution aligned to your growth goals.
Brand Customization Options
Love an existing piece, but need it to match your DBA? Just need to make a few tweaks? We got you!
LET’S CUSTOMIZE1
Annual Social Media Audit
This yearly assessment helps you spot gaps, and uncover opportunities to improve your social strategy.
REQUEST AUDIT
Personalized Marketing Support
Got questions? We have answers!
Marketing Planning + Strategy Support
Access marketing plans available on myleafi.co or compass.massmutualcom PLUS tap into up to two creative or stragegy consults a month.
REQUEST CONSULT
Access to Brand Essentials
Available to every Charter Oak network advisor, return to these building blocks again and again.
BROWSE MASSMUTUAL BROWSE CHARTER OAK
Sales
Targeted sales strategy and hands-on support to elevate performance at every stage of the pipeline.
Case Consultation
Work with the Charter Oak Sales Department to review your clients’ goals and develop product solutions to achieve them.
REQUEST CONSULT
Fee-Based Financial Planning Support
Access our Financial Planning team for paraplanning support, plan development and collaboration, product implementation guidance, workflow optimization, and fee alignment to your service model, to ensure a seamless client experience.
REQUEST SUPPORT
Case Design
Includes product consultation and cutomizable presentations through the Charter Oak Sales Department.
REQUEST A DESIGN
Customizable Sales Presentations
Collaborate with the Sales Department to create caseand client-specific presentation tools to support the product implementation strategy.
REQUEST ASSISTANCE Explore More Sales Resources on Compass and LEAFi!
Training + Development
Customized development experiences that deepen expertise and drive measurable growth.
Professional Development Frameworks
Support for advisors and teams earning advanced professional credentials. Includes guidance on designation selection, course selection, study timelines and accountability.
Individualized Activity + Language Coaching
Increase confidence and conversion ratios through targeted coaching focused on prospecting activities, pipeline management, and the client-development process.
Personalized Training + Onboarding Review
Designed to identify gaps in licensing milestones, early production activities, and prospecting strategies to ensure proper outcomes and accelerate early success.
Team + Individual Learning
Customized learning plans built around advisor goals, skill development priorities, and production targets.
Explore More Training Resources on Compass and LEAFi!
Finance + Licensing
Strategic financial and operational guidance to drive smarter decisions and scalable growth.
Compensation Support + Review
Our Directors of Finance are here to answer all compensation questions, big and small!
Licensing Support
On-call support, including licensing requirements and instructions, provided directly by our in-house licensing specialists.
Persistency Monitoring
Special Allowance /Fee Arrangements
Arrange for Charter Oak-paid allowances or fees charged to be billed/paid to a formal entity vs. the advisor directly, or split between multiple advisors.
Payment Plans for Chargebacks/Debts
Access cashflow relief for large chargebacks or other home office–incurred debt through a Charter Oak-administered payment plan.
Regular review and notification of persistency rate to help advisors stay ahead of issues prior to year-end.
HR, Payroll and Benefits Administration
Effectively manage your workforce with an all-in-one HR, payroll, and benefits platform powered by our relationship with Paychex.
Explore More Finance and Licensing Resources on Compass and LEAFi
Platform
Advanced tech strategy and support to improve efficiency and performance.
Navigating the MassMutual Tech Stack
A deeper dive into selecting and configuring the MM platform to fit your practice—optimizing available tools.
REQUEST HELP
Self-Service Knowledge Base
Get answers to frequently asked questions or commonly encountered issues
Device Onboarding/Offboarding
Get help configuring new devices or decommissioning and old one to meet compliance and security requirements.
REQUEST APPOINTMENT
Technical Support
Technical support for hardware and access issues is provided by our Charter Oak team. 24x7 technical support for hardware, access, and password issues is supported by MassMutual.
ACCESS THE KB or call 212-515-4SOS (4767)
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.
REQUEST ACCESS
or call 800-767-1000, ext. 44357
Practice Optimization
Strategic guidance and execution support to unlock scalable, sustainable growth.
Business Consultancy
Gain insights on team compensation and structure, recruiting opportunities, client opportunities, financial modeling, and more.
REQUEST A CONSULT
Succession Resource Group Practice Valuation
The Practice Valuation Tool assesses the health of your practice or helps determine a selling price for your practice.
Access to Entrepreneurial Operating System (EOS)
We provide guided access to “EOS 101” to acquaint you with the system and its tools at no cost including meeting facilitation, org chart creation, and more.
Workflow Efficiency Review
Evaluate your processes and platforms to understand whether you have the right tools and resources to run your practice at optimal levels, and whether your team is maximizing each tool’s potential.
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.
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.
Inforce Case Escalation
Our Director of Inforce Client Experience is your single point of contact to escalate time-sensitive issues and research possible resolutions to service issues for a smoother client experience.
1:1 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.
Cycle Time and NIGO Reduction
Review current workflows and identify opportunities for greater efficiency, with the goal of reducing cycle time from application submission to policy delivery.
Explore More New Business Resources on Compass and LEAFi!
