Resources For Independent Financial Professionals

Our goal is to help independent agents/brokers solve their clients’ financial needs with the MassMutual product portfolio. The following resources will help.

Actionable Ideas for Business Owners

Business Succession Planning

Charitable Giving

Developing an Employee Wellness Strategy

Disabled? Me? Never!

Disability Income Insurance and the Small Business Owner

Estate Planning 101

Estate Planning and Business Planning

Financial IQ Asset Allocation

Financial IQ Becoming Financially Independent

Financial IQ Budget Building

Financial IQ Common Money Mistakes

Financial IQ Estate Planning Basics

Financial IQ Financial Goal Setting

Financial IQ Financial Wellness Overview

Financial IQ Foundations

Financial IQ Investing

Financial IQ Investment Basics

Financial IQ Managing Student Debt

Financial IQ Planning for College

Financial IQ Planning for Retirement

Financial IQ Predictable Income in Retirement

Financial IQ Protecting Your Income

Financial IQ Retirement Risks