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MMLIS DISTANCE LEARNING OVERVIEW & REQUIRED TRAINING

MMLIS Distance Learning is your online training site and informational resource for MML Investors Services (MMLIS) products, programs, business processes, and regulatory training. Learning is generally delivered in two formats – online, self-paced courses or eLearnings and reference sheets.

Some of the courses are required before you may sell a product or program so that you have the information needed to present certain solutions to suitable clients; other courses are recommended for additional context.

The reference sheets or guides are provided as handy references for understanding the specifics of both MMLIS products and programs, as well as how to process business and avoid NIGOs.

ADVISOR ACCESS

Registered representatives (Series 6 or Series 7) systematically gain access to MMLIS Distance Learning when their contracts and licenses are approved by MMLIS Registration.

Non-registered fingerprinted (NRF) associates will also gain access to MMLIS Distance Learning when MMLIS Registration approves their NRF paperwork.

If you are a registered representative or a NRF and cannot access MMLIS Distance Learning, please email BDtraining@massmutual.com with your name, AA or AE number and a copy of any error message you are receiving.

Associates who are non-registered career agents or agent emeritus have access to Agent Compliance College. Please refer to the Navigating Agent Compliance College PDF  for more information.

COURSE CATALOG


Explore the required and recommended e-learning modules to offer clients products and programs and understand related technology platforms.

REPLAY OF MMLIS DISTANCE LEARNING TRAINING WEBINAR WITH WOJO GROCHOWSKI

How to Use MMLIS Distance Learning

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Launch MMLIS Distance Learning
Navigating MMLIS Distance Learning

Navigating MMLIS Distance Learning

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Running a Completion Report

Running a Completion Report

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Navigating Agent Compliance College

Navigating Agent Compliance College

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Knowledge Center

Resources that contain best practices for submitting new business and servicing accounts. Knowledge Center categories & resources include:

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Opening Accounts

Opening Accounts

Open a brokerage, Wealth Management Services (WMS) advisory, or directly-held account

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Trading

Trading

Place trades in a brokerage or Wealth Management Services (WMS) advisory account

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Servicing Accounts

Servicing Accounts

Process transactions for an existing brokerage, Wealth Management Services (WMS) advisory, or directly-held account

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 Wealth Manangement Services Platform

 Wealth Manangement Services Platform

Learn about programs, proposals, reporting, and more

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Forms Best Practices

Forms Best Practices

Search, access, and complete forms

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Money Movement

Money Movement

Deposit, distribute, and transfer assets

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Compensation

Compensation

Learn about the factors affecting fees and compensation

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Regulatory<br/>

Regulatory

Review Regulation Best Interest and state-level requirements

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Wealthscape

Wealthscape

Explore available features in Wealthscape

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Client Portals

Client Portals

Explore available tools in Investor360°, MMLIS WMS Client Portal and Wealthscape Investor

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Technology Platforms and System Access

Technology Platforms and System Access

View how to access and navigate common MML Investors Services platforms

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DocuSign<br/>

DocuSign

Understand how DocuSign technology works to process business efficiently

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CRN202503-2636000.