Elite advisor program

Transcription

1 MassMutual s Elite advisor program Keeping Your Brand at the Front of the Mind insure invest retire FOR INTERMEDIARY USE ONLY. Retirement Services

2 At MassMutual we recognize that our success as a business is inseparably linked to the success of the financial professionals who sell our products. To show our commitment to the advisors who significantly contribute to the growth of MassMutual s retirement services business, we have developed our Elite Advisor Program. At its core, the Elite Advisor Program provides top-performing financial advisors with opportunities to build their brands among both prospective and current clients, as well as participants. Front of Mind with Prospects Building Brand with Prospective Clients The obvious first step toward mutual success is building advisor brand equity with prospective clients. There are a number of ways MassMutual helps facilitate this for its Elite Advisors. These include both lead generation activities, as well as opportunity support once a lead has been converted. Below are a few of the specific activities available to MassMutual Elite Advisors. Custom prospect mailing campaigns MassMutual speakers bureau to provide keynote speaker to attend prospect seminars Prospecting event support Inside sales support to follow up on prospecting activities Dedicated sales service team to handle RFP responses, pricing and other pre-sales needs Elite advisor program

3 Front of Mind with Clients Remind Them Why They Do Business with You For both the financial advisor and the provider, winning the business is only half the battle. Staying front of mind with the sponsor so that they are constantly reminded of the value you bring them is important for a longlasting client relationship. Client service is key. Elite Advisors benefit from a streamlined service model designed to provide financial advisors with fewer points of contact, greater accountability and a centralized team servicing all clients in the advisor s book of business. Service contacts will include: Regional advocate Dedicated relationship management Experienced service and support team To truly show the value you add to your clients, you need to be on top of what is going on with their plans and have suggestions for continual improvement. Elite Advisors are given a number of resources to help meet their communications goals: Annual communications review across book of business Communications resource to advise on strategy across your book of business Advisor-customized sponsor year-end plan reviews

4 Priority notice on new product launches and relevant sponsor and participant communications Advisor information on s and newsletters to sponsors with detailed reporting Front of Mind with Participants Extending the Advisor Brand The value you bring to the plans you advise does not have to stop at the sponsor level. Tapping into the participant base opens new channels for advisor revenues. MassMutual Elite Advisors are given the opportunity for participant exposure through a number of vehicles, enabling advisors to capture more business as participants transition to retirement. 1 Advisor information on participant website Employee meeting support Pass-along thought leadership Participant support hotline For more detailed information regarding the benefits of this program, contact your MassMutual Retirement Services sales representative, or call

5 Elite Advisor Board Two-Way Communications While MassMutual greatly values and considers all advisors, our Elite Advisors are a group that are continually at the front of MassMutual s collective mind. It is important to us to have regular, first-hand information regarding advisor needs, concerns and ideas. As such, our Elite Advisors will have the opportunity to participate on the Elite Advisor Board, a body designed to facilitate formalized two-way communications between MassMutual and our top-performing advisors with the intention of further enhancing the products and services we provide to the advisor, plan sponsor and participant communities. Membership Threshold Program Qualifications The Elite Advisor Program has been developed for MassMutual s top-performing advisors. As such, there are qualifications advisors must meet in order to be included. 2 Minimum of 5 plans with MassMutual Minimum of $100 M of total assets with MassMutual 1 Contingent upon permission from Plan Sponsor. 2 All Elite Advisor Program members must go through a formal approval process by MassMutual Retirement Services Division senior management, who are solely responsible for determining program eligibility. Continued membership in the Elite Advisor Program is extended to all producing advisors, is subject to periodic review by MassMutual senior management, and may be cancelled at any time.

6 Massachusetts Mutual Life Insurance Company and affiliates, Springfield, MA Securities offered through registered representatives of MML Investors Services, Inc., member FINRA and SIPC ( and State Street, Springfield, MA Massachusetts Mutual Life Insurance Company, Springfield, MA. All rights reserved. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) [of which Retirement Services is a division] and its affiliated companies and sales representatives. RS C: