MMLIS Updates

MMLIS ANNOUNCEMENTS

RIGHTBRIDGE OVERHAUL: SEE UPDATED TRENDING TOPICS

CLICK HERE for answers to questions related to RightBRIDGE inquiries since the Aug. 9 enhancements.

WMS PRODUCT UPDATE: NEW STRATEGIST UMA, DFA MODELS

CLICK HERE to see the new reference guide, and join the 9/16 DFA launch call.

NFS annual retirement-account maintenance fee to be assessed Oct. 31

Premiere Select clients will see reminder on September statements Payment elections must be on file, in good order, prior to Nov. 1. Advisors can subsidize the fee by emailing their clients' names and account numbers to MMLISCash@MassMutual.com. CLICK HERE to learn more.

USE UPDATE MASTER SERVICES AGREEMENT AND NFS FORMS, CUSTOMER AGREEMENTS

Find them under the Forms tab of Practice360. More on FieldNet.

NEW ENVESTNET PLATFORM IS UP!

Click here to learn more.

SEE HOW YOU CAN BENEFIT FROM TAX SERVICES AND PRODUCT ENHANCEMENTS

Click here to learn more.

RECENT MMLIS TRAINING

July Envestnet Training call

Click here to Read More on FieldNet.

Watch the Replay

Internal support desk to help advisors and their assistants navigate MMLIS
business processing. Our aim is to help you efficiently process MMLIS business and reduce frustration around finding resources at Home Office.

CALL: 240-235-1314
Hours: The IO Support Desk will be open during Market Hours. Requests by email or phone message will be handled the next business day.

EMAIL THE OPERATIONS TEAM

MMLIS TRAINING & RESOURCE CENTERS

Click the images below to access our MMLIS resource centers, which contain a robust collection of Training Replays, Instructional Videos and Best Practice Tutorials designed to help you effectively conduct investment business.

Products

Variable Annuities

Business Submission & New Sales

Return to the Resource Hub