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Smooth transitions from start to finish

When transferring your book of business, we work closely with you to ensure a well-coordinated experience at each stage of the process.

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Dedicated onboarding management

We offer hands-on consultation to craft a thoughtfully tailored plan that meets your business’ needs. The result? Less friction and a faster transition.

Getting to know you and your business

We'll give you a dedicated consultant – supported by an expert transition team – who will get to know your business' needs. They'll also set clear expectations about how to succeed at MassMutual.

We'll also give you access to an online program, which automates and streamlines the process of re-papering your client accounts.

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Supporting you month after month

We offer four months of support, so you’re set up to thrive while transitioning your book of business.
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Navigating paperwork

We’ll proactively prepare the required paperwork to establish accounts, including broker-dealer changes.
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Tracking submissions

We’ll meticulously monitor all case submissions to ensure that account features have been established, and check that asset transfers have been requested and completed.
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Lasting training

We’ll ensure that you can operate your business independently once support is complete. In addition to moving your book of business, you'll have ongoing training support.

Post-transition support

Upon completing your full transition to MassMutual, you may qualify to receive enhanced services through our concierge program.

Concierge support that fuels your success

You will receive a dedicated concierge consultant who is your one-stop-shop for your wealth management book of business.

We give you priority support for all your day-to-day needs: life, annuity, and disability income new business and underwriting support; in-force service, members-only fly-in events, annual support staff fly-in, access to marketing strategy events and more.

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Securing the future of your practice

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Continuity planning

If anything unexpected happens, continuity planning ensures that control of your practice transfers to someone you can trust. Through detailed checklists, assessments, and curated resources, we help ensure your practice stays intact.
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Succession planning

We will help you determine and plan transition strategies that will maintain your practice's vision and profitability. We have tools and resources to help you find the right successor for your business.
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Practice acquisition

Growth through acquisition is a strategy for financial professionals and teams. Utilize our tools and resources to determine if and when the right time is to acquire or sell your practice. When the time is right, we have a valuation tool to help you determine an appropriate value of your practice.

Take your career to the next level

We'd like to get to know you better. Answer a few simple questions to take the next step.

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