|
TITLE |
TYPE |
FINANCIAL
PROFESSIONAL/ |
PIECE
CODE |
APPROVAL
CODE |
DATE
APPROVED |
EXPIRATION |
|
Social
Security: Unlock It's Potential |
Presentation |
Client |
SEM_SS |
ML25-001094 |
2/3/2025 |
2/11/2026 |
|
Invitation |
Advisor |
FLY_8000_REP |
ML25-001045 |
2/5/2025 |
2/11/2026 |
|
|
8,000
Days |
Presentation |
Client |
SEM_8000 |
ML25-001146 |
2/5/2025 |
2/12/2026 |
|
10
Things You Should Know About Stock Market Volatility |
Whitepaper |
Client |
CCWP051 |
ML25-001147 |
2/5/2025 |
2/12/2026 |
|
Ask
for More |
Presentation |
Client |
SEM_NEGOTIATION
|
ML25-001293 |
2/11/2025 |
2/18/2026 |
|
Ask
for More |
Workbook |
Client |
MAI516
|
ML25-001294 |
2/11/2025 |
2/18/2026 |
|
Financial
Fingerprints |
Whitepaper |
Advisor |
MAI433 |
ML25-001611 |
2/20/2025 |
2/26/2026 |
|
Hartford
Balanced Income Fund |
Brochure |
Client |
MF3101 |
ML25-001968 |
3/6/2025 |
3/11/2026 |
|
Managing
Risk in Your Fixed-Income Portfolio |
Whitepaper |
Client |
CCWP010 |
ML25-001969 |
3/6/2025 |
3/11/2026 |
|
Timing
the Market is Impossible |
Whitepaper |
Client |
CCWP073
|
ML25-002006 |
3/5/2025 |
3/13/2026 |
|
Invitation |
Advisor |
FLY_Finals |
ML25-002031 |
3/5/2025 |
3/13/2026 |
|
|
Hartford
World Bond Fund |
Flyer |
Advisor |
MF6141 |
ML25-002057 |
3/6/2025 |
3/14/2026 |
|
Hartford
Dividend and Growth Fund |
Flyer |
Advisor |
MF7743 |
ML25-002063 |
3/6/2025 |
3/14/2026 |
|
Refine
Your Finals |
Presentation |
Advisor |
REP_FINALS |
ML25-002158 |
3/5/2025 |
3/19/2026 |
|
Retain
Your Brain |
Workbook |
Client |
MAI384 |
ML25-002482 |
3/26/2025 |
3/28/2026 |
|
Bringing
on New Team Members Without Losing Client Trust |
Whitepaper |
Advisor |
MAI436 |
ML25-002516 |
3/27/2025 |
3/31/2026 |
|
Invitation |
Advisor |
FLY_CTC_REP |
ML25-002600 |
4/1/2025 |
4/3/2026 |
|
|
Invitation |
Advisor |
FLY_Network_REP |
ML25-002601 |
4/1/2025 |
4/3/2026 |
|
|
Small
Team Changes, Big Results |
Invitation |
Advisor |
FLY_Small_REP |
ML25-002602 |
4/1/2025 |
4/3/2026 |
|
How to
Build an Onboarding Process That Creates Lifelong Clients |
Presentation |
Advisor |
CFP_Onboarding |
ML25-002603 |
4/2/2025 |
4/3/2026 |
|
Small
Team Changes, Big Results |
Presentation |
Advisor |
REP_Teams |
ML25-002650 |
4/1/2025 |
4/8/2026 |
|
Workbook |
Advisor |
MAI260 |
ML25-002651 |
4/1/2025 |
4/8/2026 |
|
|
Media
Replay |
Presentation |
Client |
SEM_MR |
ML25-002652 |
4/1/2025 |
4/8/2026 |
|
Brochure |
Client |
MF916 |
ML25-002653 |
4/1/2025 |
4/8/2026 |
|
|
The
Affluent Mindset |
Invitation |
Advisor |
FLY_AFFLUENT_REP |
ML25-003595 |
5/1/2025 |
5/1/2026 |
|
Hartford
Core Equity Fund |
Fact
Sheet |
Advisor |
MF708 |
ML25-003582 |
5/1/2025 |
5/5/2026 |
|
Brochure |
Advisor |
HF0051_0525 |
ML25-003668 |
5/1/2025 |
5/6/2026 |
|
|
The
Affluent Mindset |
Workbook |
Advisor |
MAI037 |
ML25-003670 |
5/1/2025 |
5/6/2026 |
|
Presentation |
Advisor |
REP_MACA |
ML25-003691 |
5/1/2025 |
5/7/2026 |
|
|
The
Freedom Paradox |
Presentation |
Client |
SEM_MATTERING |
ML25-003836 |
5/7/2025 |
5/9/2026 |
|
How to
Use "Flagging Phrases" and "Turn Signals" for Better Client Engagement |
Whitepaper |
Advisor |
MAI438 |
ML25-003857 |
5/8/2025 |
5/9/2026 |
|
9 Ways the "One Big Beautiful Bill"
Could Impact Clients' Finances |
Presentation |
Advisor |
CFP_SS_OBBBA |
ML25-008901 |
11/11/2025 |
6/1/2026 |
|
Whitepaper |
Advisor |
MAI441 |
ML25-004463 |
5/27/2025 |
6/2/2026 |
|
|
Quality
of Life |
White
Paper |
Client |
MF929 |
ML25-004506 |
5/29/2025 |
6/4/2026 |
|
Worksheet |
Client |
MF944 |
ML25-004505 |
5/29/2025 |
6/4/2026 |
|
|
Fundscope |
Brochure |
Client |
HF0001 |
ML25-004586 |
6/5/2025 |
6/5/2026 |
|
Presentation |
Advisor |
REP_Network |
ML25-004709 |
6/5/2025 |
6/10/2026 |
|
|
Flyer |
Advisor |
HF0003ML |
ML25-004710 |
6/5/2025 |
6/10/2026 |
|
|
Simplify
Your Strategy, Magnify Your Results |
Worksheet |
Advisor |
MAI129 |
ML25-005071 |
6/24/2025 |
6/26/2026 |
|
Simplify
Your Strategy, Magnify Your Results |
Presentation |
Advisor |
REP_Pillars |
ML25-005070 |
6/24/2025 |
6/26/2026 |
|
Quality
of Life |
Presentation |
Client |
SEM_QOL |
ML25-005069 |
6/24/2025 |
6/26/2026 |
|
Why
Your Networking Isn't Working |
Whitepaper |
Advisor |
MAI444 |
ML25-005103 |
6/25/2025 |
6/27/2026 |
|
8,000
Days |
White
Paper |
Client |
MAI083 |
ML25-005244 |
7/7/2025 |
7/9/2026 |
|
Whitepaper |
Advisor |
MAI319 |
ML25-005271 |
7/9/2025 |
7/10/2026 |
|
|
Presentation |
Client |
SEM_STORY |
ML25-005270 |
7/9/2025 |
7/10/2026 |
|
|
The Untapped
Potential of Social Security: Claiming Strategies for Couples |
Presentation |
Client |
CFP_SS_SPOUSAL |
ML25-005364 |
7/11/2025 |
7/14/2026 |
|
10
Things to Consider Before Having Your Parents Move In |
Whitepaper |
Client |
MAI449 |
ML25-005953 |
7/30/2025 |
8/1/2026 |
|
Hartford
Total Return Bond ETF (HTRB) |
Flyer |
Advisor |
ETF7762 |
ML25-006217 |
8/6/2025 |
8/15/2026 |
|
Strategic
Income Sales Idea Flyer |
Flyer |
Advisor |
MF7732 |
ML25-006219 |
8/6/2025 |
8/15/2026 |
|
Family
Money Talks |
Presentation |
Client |
SEM_Family |
ML25-006400 |
8/13/2025 |
8/21/2026 |
|
Family
Money Talks |
Workbook |
Client |
MAI383 |
ML25-006399 |
8/13/2025 |
8/21/2026 |
|
Hartford
Total Return Bond Fund |
Flyer |
Advisor |
MF7762 |
ML25-006745 |
9/2/2025 |
9/3/2026 |
|
Hartford
Municipal Opportunities ETF (HMOP) |
Flyer |
Advisor |
ETF7775 |
ML25-006746 |
9/2/2025 |
9/3/2026 |
|
Volatility
Resource Kit |
Brochure |
Client |
HF0060 |
ML25-006756 |
9/2/2025 |
9/4/2026 |
|
Beyond
Investment Illusions |
Presentation |
Client |
SEM_VOA |
ML25-006936 |
9/9/2025 |
9/15/2026 |
|
Beyond
Investment Illusions |
Brochure |
Client |
P3320 |
ML25-006937 |
9/9/2025 |
9/15/2026 |
|
Whitepaper |
Advisor |
MAI435 |
ML25-002751 |
4/8/2025 |
11/21/2026 |
|
|
Retain
Your Brain |
Presentation |
Client |
SEM_Brain |
ML25-007695 |
10/15/2025 |
3/28/2026 |
|
The
Freedom Paradox |
Workbook |
Client |
MAI417 |
|
5/7/2025 |
|
|
2025
Midyear Outlooks |
Whitepaper |
Client |
WP847 |
|
7/16/2025 |
|
|
Presentation |
Advisor |
REP_SHOCK |
ML25-007568 |
10/2/2025 |
10/16/2026 |
|
|
Shock
and Awe: Elevate Client Experience for Unmatched Retention and Referrals |
Whitepaper |
Advisor |
MAI430 |
ML25-007560 |
10/9/2025 |
8/28/2026 |
|
How to
Manage Nerves and Communicate With Confidence |
Whitepaper |
Advisor |
MAI451 |
ML25-007657 |
10/15/2025 |
10/20/2026 |
|
Your Money Story |
Workbook |
Client |
MAI259 |
ML25-008391 |
11/5/2025 |
8/2/2026 |
|
Presentation |
Advisor |
4838351 |
ML25-007201 |
9/23/2025 |
9/24/2026 |
|
|
Workbook |
Advisor |
MAI109 |
ML25-008389 |
11/5/2025 |
10/4/2026 |
|
|
Whitepaper |
Client |
CCWP052 |
ML25-008392 |
11/5/2025 |
10/15/2026 |
|
|
Presentation |
Advisor |
REP_FUTURE |
ML25-008388 |
11/5/2025 |
11/7/2026 |
|
|
Hartford Strategic Income Fund |
Flyer |
Advisor |
MF7732 |
ML25-008407 |
11/6/2025 |
11/10/2026 |
|
Flyer |
Advisor |
MF7709 |
ML25-008408 |
11/6/2025 |
11/10/2026 |
|
|
9 Ways the "One Big Beautiful Bill"
Could Impact Clients' Finances |
Whitepaper |
Client |
MAI466 |
ML25-009318 |
12/3/2025 |
12/17/2026 |
|
Communicating to Connect |
White Paper |
Advisor |
MAI213 |
ML26-000046 |
1/5/2026 |
12/17/2026 |
|
Flyer |
Advisor |
MF7785 |
ML25-009414 |
12/16/2025 |
12/19/2026 |
|
|
How to Build an Onboarding Process
that Creates Lifelong Clients |
Whitepaper |
Client |
MAI382 |
ML26-000040 |
12/9/2025 |
1/5/2027 |
|
There Are Always Reasons Not to
Invest |
Whitepaper |
Client |
CCWP046 |
ML26-000957 |
2/2/2026 |
1/7/2027 |
|
Social Security: Unlock It's
Potential |
Presentation |
Client |
SEM_SS |
ML26-000429 |
1/21/2026 |
1/26/2027 |
|
Hartford Dynamic Bond Fund |
Flyer |
Advisor |
MF7760 |
ML26-000571 |
1/21/2026 |
1/28/2027 |
|
Rates, Regimes, and Returns:
Positioning for What Comes Next |
Presentation |
Advisor |
Fitzgerald_0226 |
ML26-000579 |
1/27/2026 |
1/28/2027 |
|
Ask for More |
Presentation |
Client |
SEM_NEGOTIATION |
ML26-000979 |
2/2/2026 |
2/5/2027 |
|
Ask for More |
Workbook |
Client |
MAI516 |
ML26-000980 |
2/2/2026 |
2/5/2027 |
|
8,000 Days |
Presentation |
Client |
SEM_8000 |
ML26-000956 |
2/2/2025 |
2/10/2027 |
|
Building Resilience Together |
Flyer |
Advisor |
HF0012 |
ML26-000978 |
2/2/2026 |
2/10/2027 |
|
Flyer |
Advisor |
ETF7782 |
ML26-001289 |
2/17/2026 |
2/18/2027 |
|
|
Brochure |
Advisor |
ETF7790 |
ML26-001288 |
2/17/2026 |
2/18/2027 |
|
|
Timing the Market is Impossible |
Whitepaper |
Client |
CCWP073 |
ML26-001946 |
3/2/2026 |
3/3/2027 |
|
Retain Your Brain |
Workbook |
Client |
MAI384 |
ML26-001815 |
2/24/2026 |
3/9/2027 |
|
Retain Your Brain |
Presentation |
Client |
SEM_Brain |
ML26-001814 |
2/24/2026 |
3/9/2027 |
|
Workbook |
Advisor |
MAI318 |
ML26-001901 |
2/25/2026 |
3/10/2027 |
|
|
Flyer |
Advisor |
MF7790 |
ML26-001940 |
2/27/2026 |
3/11/2027 |
|
|
Managing Risk in Your Fixed-Income
Portfolio |
Whitepaper |
Client |
CCWP010 |
ML26-002017 |
3/2/2026 |
3/13/2027 |
|
Hartford Dividend and Growth Fund |
Flyer |
Advisor |
MF7743 |
ML26-002018 |
3/2/2026 |
3/13/2027 |
|
Brochure |
Advisor |
MF7791 |
ML26-002016 |
3/2/2026 |
3/13/2027 |
|
|
Presentation |
Advisor |
CreditMarkets_0426 |
ML26-002110 |
3/6/2026 |
3/17/2027 |
|
|
Brochure |
Client |
HF0068 |
ML26-002418 |
3/20/26 |
3/17/2027 |
|
|
Whitepaper |
Client |
CCWP114 |
ML26-002224 |
3/12/2026 |
3/20/2027 |
|
|
Presentation |
Client |
SEM_WAKING |
ML26-002643 |
3/23/2026 |
4/7/2027 |
|
|
Brochure |
Client |
MAI474 |
ML26-002776 |
3/31/2026 |
4/9/2027 |
|
|
Small Team Changes, Big Results |
Presentation |
Advisor |
REP_Teams |
|
4/7/2026 |
|
|
Workbook |
Advisor |
MAI260 |
ML26-002982 |
4/7/2026 |
7/12/2026 |
|
|
Presentation |
Client |
SEM_Overprotect |
|
3/10/2026 |
|
|
|
Presentation |
Client |
SEM_Uncertain |
|
3/31/2026 |
|
|
|
Presentation |
Advisor |
SEM_Ghosting |
ML26-002908 |
4/8/2026 |
4/16/2027 |
