Hartford Investor Financial Professional - Hartford Funds

Training and Education Guides

Collection of resources designed to enhance client relationships, help you grow your practice, and provide market perspectives from our subadvisers, Wellington and Schroders.

Complementing Cash Resource Center

High-yielding cash is attractive, but its appeal may be waning

Hartford Funds

1-800-456-7526 (PLAN)
Mon - Fri: 8:15 a.m. to 6:00 p.m. ET

Mutual Fund Wholesalers

Mutual Funds Wirehouse Wholesaler Map

Literature Center

Title Type Financial Professional/Client Piece Code Approval Code Date Approved Expiration
10 Things You Should Know About Bull Markets Whitepaper Client CCWP134 ML23-003879 6/20/2023 6/20/2024
10 Things You Should Know About Inflation Whitepaper Client CCWP113 ML23-001343 3/3/2023 3/3/2024
10 Things You Should Know About Politics and Investing Whitepaper Client CCWP113 ML22-005883 3/1/2024 3/1/2025
4 Tax Credits for Small-Business Retirement Plans Whitepaper Advisor HF0047 ML23-004769 8/3/2023 8/3/2024
5 Ways Tech Presentation Client SEM_TECHML ML23-005622 9/8/2023 9/8/2024
5 Ways Tech Workbook Client MAI063 ML23-005623 9/8/2023 9/8/2024
8,000 Days White Paper Client MAI083 ML23-004307 7/18/2023 7/18/2024
8,000 Days Presentation Client SEM_8000 ML23-004305 7/18/2023 7/18/2024
Are You Losing the Race Against Inflation? Whitepaper Client CCWP012 ML23-004812 8/4/2023 8/4/2024
Beyond Investment Illusions Presentation Client SEM_VOA ML23-002119 4/6/2023 4/6/2024
Beyond Investment Illusions Brochure Client P3320 ML23-002120 4/6/2023 4/6/2024
Building Resilience Together Flyer Advisor HF0012 ML24-000042 1/3/2024 1/3/2025
Building Your Longevity Network Presentation Advisor REP_Network ML23-006352 10/16/2023 10/16/2024
Building Your Longevity Network Workbook Advisor MAI318 ML23-006356 10/16/2023 10/16/2024
Communicating to Connect Presentation Advisor REP_CTC_Notes ML23-002330 4/20/2023 4/20/2024
Communicating to Connect White Paper Advisor MAI213 ML23-002331 4/20/2023 4/20/2024
Family Money Talks Presentation Client SEM_Family ML23-005405 8/29/2023 8/29/2024
Family Money Talks Workbook Client MAI383 ML23-005406 8/29/2023 8/29/2024
Fundscope Brochure Client HF0001 ML23-004021 6/27/2023 6/27/2024
Future of Advice Presentation Advisor REP_FUTURE ML23-006796 11/3/2023 11/3/2024
Future of Advice Workbook Advisor MAI109 ML23-006707 11/3/2023 11/3/2024
How Changing Interest Rates Affects Bond Prices Whitepaper Client CCWP142 ML23-007546 12/11/2023 12/11/2024
How to Value Inclusive Language Workbook Advisor MAI331 ML23-004095 7/5/2023 7/5/2024
How to Value Inclusive Language Presentation Advisor REP_INCLUSIVE ML23-004094 7/5/2023 7/5/2024
Is a Good CD Rate Too Good to Be True? Whitepaper Client CCWP136 ML23-005384 8/28/2023 8/28/2024
Maintaining Perspective in Uncertain Times Presentation Client SEM_UNCERTAIN ML23-003100 5/19/2023 5/19/2024
MarketView 1Q 2024 Presentation Client HF0044 ML24-000297 1/19/2024 1/19/2025
Media Replay Presentation Client SEM_MR_ML ML23-002137 4/10/2023 4/10/2024
Media Replay Brochure Client MF916 ML23-002138 4/10/2023 4/10/2024
Merrill Lynch Alignment Guide Flyer Advisor HF0003ML ML23-006772 11/1/2023 11/1/2024
Power of Stories Presentation Advisor REP_Stories ML24-000357 1/22/2024 1/22/2025
Power of Stories Workbook Advisor MAI344 ML24-000358 1/22/2024 1/22/2025
Quality of Life White Paper Client MF929 ML23-003952 6/22/2023 6/22/2024
Quality of Life Worksheet Client MF944 ML23-003951 6/22/2023 6/22/2024
Quality of Life Presentation Client SEM_QOL ML23-003950 6/22/2023 6/22/2024
Refine Your Finals Presentation Advisor REP_FINALS ML23-002652 5/5/2023 5/5/2024
Retain Your Brain Presentation Client SEM_Brain ML23-002198 4/12/2023 4/12/2024
Retain Your Brain Whitepaper Client MAI384 ML23-002199 4/12/2023 4/12/2024
Small Team Changes, Big Results Presentation Advisor REP_Teams ML23-003071 45065 45431
Small Team Changes, Big Results Workbook Advisor MAI260 ML23-003072 5/19/2023 5/19/2024
Social Security Client Worksheet Worksheet Client MAI035 ML23-001391 5/19/2023 5/19/2024
Social Security: Clients' Five Top Questions Answered Presentation Advisor REP_SS_5QS ML23-004414 7/21/2023 7/21/2024
Social Security: Unlock Its Potential (IRMAA Version) Presentation Client SEM_SS_IRMAA ML23-001390 3/6/2023 3/6/2024
Talking Fixed Income with Clients? Make Sure You're on the Same Page Whitepaper Client WP754 ML23-002220 4/13/2023 4/13/2024
The Evolving Workscape Presentation Client REP_WORKSCAPE ML23-007672 12/15/2023 12/15/2024
The Price of Panic Whitepaper Client MAI238 ML23-001574 3/14/2023 3/14/2025
The Social Portfolio Presentation Client SEM_SP ML23-003880 6/20/2023 6/20/2024
The Social Portfolio Workbook Client MAI353 ML23-003881 6/20/2023 6/20/2024
There Are Always Reasons Not to Invest Whitepaper Client CCWP046 ML24-000612 2/5/2024 2/5/2025
Word of Mouth Influence Hierarchy Presentation Advisor REP_WOMI ML23-003786 6/15/2023 6/15/2024
Word of Mouth Influence Hierarchy Workbook Advisor MAI132 ML23-003787 6/15/2023 6/15/2024
Your Money Story Workbook Client MAI259 ML23-007410 12/4/2023 12/4/2024
Your Money Story Presentation Client SEM_STORY ML23-007409 12/4/2023 12/4/2024

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the fund's prospectus and summary prospectus, which can be obtained by visiting hartfordfunds.com. Please read it carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS.