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.

Hartford Strategic Income Fund

Hartford Funds multisector bond strategy, Strategic Income (HSNIX), is available across brokerage and Advisory.

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
Evolving Workscape Flyer Financial Professional FLY_Workscape ML22-005477 9/15/22 9/15/23
Serena Williams' Challenges 'Retirement' As We Know It Whitepaper Financial Professional MAI365 ML22-005399 9/13/22 9/13/23
It's Easy to Forget the Market's Good Years Whitepaper Client CCWP124 ML22-005285 9/6/22 9/6/23
Global Impact Flyer Financial Professional MF7748 ML22-005250 8/31/22 8/31/22
How Quickly Do Stocks Begin to Bounce Back? Whitepaper Client CCWP123 ML22-005254 8/31/22 8/31/23
Helping 401(k) Plan Sponsors in a Volatile Market Whitepaper Financial Professional MFDC046 ML22-005243 8/30/22 8/30/23
Elections, Investments, and Emotions Presentation Financial Professional WEB-POL ML22-005201 8/29/22 11/30/22
Strategic Income Sales Idea Flyer Flyer Financial Professional MF7732 ML22-005053 8/23/22 8/23/23
How to Communicate Confidently in Challenging Times Presentation Financial Professional REP_CONF ML22-004665 8/5/22 8/5/23
How to Communicate Confidently in Challenging Times Whitepaper Financial Professional MAI230 ML22-004666 8/5/22 8/5/23
Are You Losing the Race Against Inflation? Whitepaper Client CCWP012 ML22-004494 7/27/22 7/27/23
8,000 Days White Paper Client MAI083 ML22-004437 7/26/22 7/26/23
8,000 Days Presentation Client SEM_8000 ML22-004436 7/26/22 7/26/23
Hartford Funds Guide to Training and Education at Merrill Lynch Brochure Financial Professional HF0014ML ML22-004361 7/25/22 7/25/23
The Informed Investor Whitepaper Client HF0015 ML22-004281 7/15/22 7/15/23
Quality of Life Worksheet Client MF944 ML22-004214 7/13/22 7/13/23
Quality of Life Presentation Client SEM_QOL ML22-004213 7/13/22 7/13/23
Quality of Life Flyer Client FLY_QOL ML22-004215 7/13/22 7/13/23
Fundscope Brochure Client HF0001 ML22-004187 7/12/22 7/12/23
The Social Portfolio Whitepaper Client MAI357 ML22-004056 7/6/22 7/6/23
The Social Portfolio Presentation Client SEM_SP ML22-003984 6/30/22 6/30/23
10 Things You Should Know About Bear Markets Whitepaper Client CCWP045 ML22-003911 6/28/22 6/28/23
Small Team Changes, Big Results Presentation Financial Professional REP_Teams ML22-003783 6/17/22 6/17/23
Small Team Changes, Big Results Workbook Financial Professional MAI260 ML22-003784 6/17/22 6/17/23
Inflation and Volatility: The Risks of Being Wary Whitepaper Client CCWP122 ML22-003789 6/17/22 6/17/23
Evolving Workscape Workbook Financial Professional MAI145 ML22-003716 6/15/22 6/15/23
Word of Mouth Influence Hierarchy Presentation Financial Professional REP_WOMI ML22-003550 6/8/22 6/8/23
Word of Mouth Influence Hierarchy Workbook Financial Professional MAI132 ML22-003551 6/8/22 6/8/23
Sticky Inflation, Weaker Growth: A Volatile Mix Presentation Financial Professional NAJ_WEB_0622 ML22-003571 6/8/22 6/8/23
How to Learn to Worry Less and Love a Market Correction Whitepaper Client CCWP017 ML22-003568 6/8/22 6/8/23
The Affluent Mindset Workbook Financial Professional MAI037 ML22-003303 5/24/22 5/24/23
The Affluent Mindset Presentation Financial Professional REP_MACA ML22-003304 5/24/22 5/24/23
From Zoom to Room Presentation Financial Professional REP_ZOOM_Notes ML22-003016 5/13/22 5/13/23
From Zoom to Room Workbook Financial Professional MAI324 ML22-003017 5/13/22 5/13/23
Balanced Income Flyer Client MF6142 ML22-002976 5/12/22 5/12/24
Maintaining Perspective in Uncertain Times Presentation Client SEM_UNCERTAIN ML22-002913 5/10/22 5/10/23
Building Your Longevity Network Presentation Financial Professional REP_Network0421 ML22-002888 5/9/22 5/9/23
Building Your Longevity Network Workbook Financial Professional MAI318 ML22-002889 5/9/22 5/9/23
Communicating to Connect Presentation Financial Professional REP_CTC_Notes ML22-002875 5/6/22 5/6/23
Communicating to Connect White Paper Financial Professional MAI213 ML22-002876 5/6/22 5/6/23
Media Replay Presentation Client SEM_MR_ML ML22-002779 5/4/22 5/4/23
Media Replay Brochure Client MF916 ML22-002778 5/4/22 5/4/23
Higher Inflation: A Re-Run of the 1970s? Whitepaper Client CCWP106 ML22-002613 5/2/22 5/2/23
Beyond Investment Illusions Brochure Client P3320 ML22-002442 4/25/22 4/25/23
Fixed-Income E-Story Brochure Financial Professional HF0017ML ML22-002439 4/25/22 4/25/23
Think Function, Not Form Whitepaper Financial Professional WP672 ML22-002186 4/12/22 4/12/23
Rising Rates 101: What You Need to Know Whitepaper Client CCWP115 ML22-002135 4/8/22 4/8/23
Social Security Client Worksheet Worksheet Client MAI035 ML22-002064 4/5/22 4/5/23
Form 5500 Whitepaper Financial Professional MFDC028 ML22-002037 4/1/22 4/1/23
Reish: Best Practices for 401(k) Investment Policy Statements Whitepaper Financial Professional MFDC027 ML22-002038 4/1/22 4/1/23
401(k) Plan Committees: Your Checklist for Success Whitepaper Financial Professional MFDC031 ML22-002039 4/1/22 4/1/23
Hartford Short Duration Fund Flyer Financial Professional MF7709 ML22-001903 3/29/22 3/29/23
Managing Risk in Your Fixed-Income Portfolio Whitepaper Client CCWP010WH ML22-001738 3/21/22 3/21/23
Hartford Total Return Bond ETF Flyer Financial Professional MF6157_0122 ML22-001679 3/16/22 3/16/23
Military Conflict May Rattle Markets, But Not for Long Whitepaper Client CCWP114 ML22-001611 3/14/22 3/14/23
Dividend and Growth Flyer Financial Professional MF7743 ML22-001393 3/7/22 3/7/23
Power of Stories Whitepaper Financial Professional MAI338 ML22-001358 3/4/22 3/4/23
The Price of Panic Whitepaper Client MAI238 ML22-001360 3/4/22 3/4/23
Fasten Your Seatbelts Whitepaper Client CCWP021 ML22-001280 3/2/22 3/2/23
Power of Stories Presentation Financial Professional REP_Stories_0122 ML22-001252 3/1/22 3/1/22
Power of Stories Workbook Financial Professional MAI344 ML22-001253 3/1/22 3/1/23
Hartford Floating Rate Fund Flyer Client MF7350 ML22-001240 2/28/22 2/28/23
Inflation Playbook: What You Need to Know Whitepaper Client WP637 ML22-001056 2/17/22 2/17/23
Hartford Municipal Opportunities Fund Flyer Financial Professional HF0008 ML22-000752 2/7/22 2/7/23
10 Things You Should Know About Inflation Whitepaper Client CCWP113 ML22-000680 2/3/22 2/3/23
When Fear Runs High, Time to Buy? Whitepaper Client CCWP023 ML22-000454 1/27/22 1/27/23
10 Things You Should Know About Stock Market Volatility White Paper Client CCWP051 ML22-000310 1/20/22 1/20/23
Client Conversation: US & International Markets Move in Cycles White Paper Client CCWP014 ML22-000289 1/19/22 1/19/23
10 Things You Should Know About Sustainable Investing White Paper Client CCWP060 ML22-000291 1/19/22 1/19/23
There Are Always Reasons Not to Invest Whitepaper Client CCWP046 ML22-000251 1/18/22 1/18/23
Eat My Shorts, Inflation Whitepaper Client WP659 ML22-000209 1/13/22 1/13/23
Schroders US MidCap SMA Strategy Flyer Financial Professional SMA009 ML22-000173 1/11/22 1/11/23
Your Money Story - Client Workbook Workbook Client MAI259 ML22-000031 1/5/22 1/5/23
Helping Your Clients Discover Their Money Story Workbook Financial Professional MAI278 ML22-000032 1/5/22 1/5/23
Your Money Story (client seminar presentation) Presentation Client SEM_STORY ML22-000033 1/5/22 1/5/23
7 Questions About Social Security Benefits Whitepaper Client MAI027 ML21-006763 12/13/21 12/13/22
Tax-Loss Harvesting: Turning a Negative Into a Positive White Paper Client CCWP085 ML21-006681 12/7/21 12/7/22
The Evolving Workscape Presentation Client REP_WORKSCAPE ML21-006652 12/3/21 12/3/22
ROUS eStory Brochure Financial Professional HF0020 ML21-006582 11/29/21 11/29/22
Schroder US Mid Cap SMA Strategy Pitchbook Presentation Financial Professional 226204 ML21-006519 11/19/21 11/19/22
Gen U: Are We the Lab Rats of Retirement Whitepaper Client MAI345 ML21-006434 11/17/21 11/17/22
Future of Advice Workbook Financial Professional MAI109 ML21-006295 11/10/21 11/10/22
Retirement Wisdom from Plato (and Others) Whitepaper Client MAI343 ML21-006218 11/9/21 11/9/22
10 Things You Should Know About Capital Gains Whitepaper Client CCWP052 ML21-006262 11/9/21 11/9/22
How To Reclaim Your Workday and Your Life Presentation Financial Professional REP_RECLAIM ML21-006209 11/8/21 11/8/22
How To Reclaim Your Workday and Your Life Worksheet Financial Professional MAI186 ML21-006210 11/8/21 11/8/22
Evolving Workscape White Paper Financial Professional MAI142 ML21-006176 11/5/21 11/5/22
Future of Advice Presentation Financial Professional REP_FUTURE ML21-006174 11/4/21 11/5/22
Future of Advice Whitepaper Financial Professional MAI009 ML21-006175 11/4/21 11/5/22
Dividends: Best of Both Worlds? Whitepaper Client CCWP111 ML21-005956 10/28/21 10/28/22
The Times They are A'Changin Presentation Presentation Client SEM_TAC_ML ML21-005821 10/26/21 10/26/22
The Times They are A'Changin brochure Brochure Client HF0011 ML21-005856 10/26/21 10/26/22
5 Ways Tech Whitepaper Client MAI054 ML21-005819 10/25/21 10/25/22
How to Value Inclusive Language Presentation Financial Professional REP_INCLUSIVE ML21-005755 10/21/21 10/21/22
How to Value Inclusive Language Workbook Financial Professional MAI331 ML21-005756 10/21/21 10/21/22
Bonds: There When You Need Them Whitepaper Client CCWP108 ML21-005617 10/14/21 10/14/22
Core Equity SMA Flyer Client SMA006 ML21-005424 10/5/21 10/5/22
Got Friends? Whitepaper Client MAI340 ML21-005393 10/4/21 10/4/22

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). Financial Professionaly 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.