White Papers


December 2014  
Overcoming Transition Hurdles
Transitioning your business is a major strategic decision that requires careful thought and planning. While considerations such as higher payouts, technology solutions and investment platforms should weigh heavily in your decision, other factors related to culture and philosophy will also play a role:
  • What is your value proposition, and what type of offering is necessary to support it?
  • Which practice type is the best fit for you and your clients?
  • How do you want your practice to evolve?
  • Where do you envision your practice in five years? Ten years?

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December 2014  
MassMutual CareChoiceSM One Prepare for the possibilities MassMutual

People are living longer than ever. This means more years to enjoy retirement. However, living longer comes with a new set of challenges, including the possible need for long term care. MassMutual CareChoiceSM One is the first single-premium LTC/life combo with the power of dividends.

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December 2014  

Consolidating Data and Analytics:
How your peers are gaining efficiency with a single solution

Explore the case studies of two successful wealth management firms to learn how they were able to cut costs, research multiple asset classes and security types, step up their portfolio analytics, and expand mobile access with a single, intuitive solution.

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