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Brochure |
Client |
HF0060 |
ML24-006429 |
9/13/2024 |
9/20/2025 |
| Opportunities for Income Investors: Going Beyond Cash |
Whitepaper |
Client |
WP804 |
ML24-006888 |
10/11/2024 |
10/17/2025 |
| Talking Politics with Clients |
Whitepaper |
Advisor |
MAI282 |
ML24-007024 |
10/15/2024 |
10/23/2025 |
| 10 Things You Should Know About Capital Gains |
Whitepaper |
Client |
CCWP052 |
ML24-007295 |
10/22/2024 |
11/1/2025 |
| The Future of Advice |
Presentation |
Advisor |
REP_FUTURE |
ML24-007337 |
10/23/2024 |
11/4/2025 |
| The Future of Advice |
Workbook |
Advisor |
MAI109 |
ML24-007338 |
10/23/2024 |
11/4/2025 |
| The Future of Advice |
Invitation |
Advisor |
FLY_FUTURE_REP |
ML24-007339 |
10/23/2024 |
11/4/2025 |
| Dynamic Bond |
Presentation |
Advisor |
RETPB_HDBFX |
ML24-014503 |
11/11/2024 |
11/20/2025 |
| The Power of the "Just Because" Call |
Whitepaper |
Advisor |
MAI421 |
ML24-014518 |
11/12/2024 |
11/20/2025 |
| Your Money Story |
Workbook |
Client |
MAI259 |
ML24-014522 |
11/13/2024 |
11/20/2025 |
| Dynamic Bond |
Fact Sheet |
Client |
MF731 |
ML24-014666 |
11/26/2024 |
12/2/2025 |
| Hartford International Value Fund |
Fact Sheet |
Client |
MF726 |
ML24-014666 |
11/26/2024 |
12/2/2025 |
| 5 Tips to Protect Your Brain |
Whitepaper |
Client |
MAI422 |
ML24-014830 |
12/3/2024 |
12/9/2025 |
| Listening Beyond Words |
Workbook |
Advisor |
MAI373 |
ML24-015202 |
12/17/2024 |
12/19/2025 |
| 2025 Outlook |
Workbook |
Client |
WP820 |
ML25-000002 |
12/31/2024 |
1/2/2026 |
| Hartford Global Impact Fund Annual Impact Report |
Brochure |
Client |
MF7734 |
ML25-000061 |
1/6/2025 |
1/6/2026 |
| Communicating to Connect |
Presentation |
Advisor |
REP_CTC |
ML25-000284 |
1/14/2025 |
1/15/2026 |
| The Evolving Workscape |
Presentation |
Client |
REP_WORKSCAPE |
ML25-000290 |
1/14/2025 |
1/15/2026 |
| Communicating to Connect |
White Paper |
Advisor |
MAI213 |
ML25-000286 |
1/15/2025 |
1/15/2026 |
| The Evolving Workscape |
Workbook |
Client |
MAI145 |
ML25-000288 |
1/15/2025 |
1/15/2026 |
| Power of Stories |
Presentation |
Advisor |
REP_Stories |
ML25-000387 |
1/21/2025 |
12/11/2025 |
| Power of Stories |
Workbook |
Advisor |
MAI344 |
ML25-000388 |
1/21/2025 |
12/11/2025 |
| Power of Stories |
Invitation |
Advisor |
FLY_STORIES |
ML25-000389 |
1/21/2025 |
12/11/2025 |
| Hartford Dynamic Bond Fund |
Flyer |
Advisor |
MF7760 |
ML25-000360 |
1/21/2025 |
1/21/2026 |
| Buying at a Bargain: The Opportunity in Bonds |
Whitepaper |
Client |
CCWP156 |
ML25-000367 |
1/21/2025 |
1/22/2026 |
| Building Resilience Together |
Flyer |
Advisor |
HF0012 |
ML25-000618 |
1/28/2025 |
2/3/2026 |
| There Are Always Reasons Not to Invest |
Whitepaper |
Client |
CCWP046 |
ML25-000619 |
1/28/2025 |
2/3/2026 |
| Social Security: Unlock It's Potential |
Presentation |
Client |
SEM_SS |
ML25-001094 |
2/3/2025 |
2/11/2026 |
| 8,000 Days |
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 |
| 2Q Outlook: Oh, Baby, Baby, It's a Wild World |
Presentation |
Advisor |
NAJ_WEB_0425 |
ML25-002017 |
3/5/2025 |
12/31/2025 |
| Timing the Market is Impossible |
Whitepaper |
Client |
CCWP073 |
ML25-002006 |
3/5/2025 |
3/13/2026 |
| Refine Your Finals |
Invitation |
Advisor |
FLY_Finals |
ML25-002031 |
3/5/2025 |
3/13/2026 |
| Refine Your Finals |
Presentation |
Advisor |
REP_FINALS |
ML25-002158 |
3/5/2025 |
3/19/2026 |
| 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 |
| 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 |
| Retain Your Brain |
Presentation |
Client |
SEM_Brain |
ML25-002480 |
3/26/2025 |
11/9/2025 |
| 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 |
| Communicating to Connect |
Invitation |
Advisor |
FLY_CTC_REP |
ML25-002600 |
4/1/2025 |
4/3/2026 |
| Building Your Longevity Network |
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 |
| Small Team Changes, Big Results |
Presentation |
Advisor |
REP_Teams |
ML25-002650 |
4/1/2025 |
4/8/2026 |
| Small Team Changes, Big Results |
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 |
| Media Replay |
Brochure |
Client |
MF916 |
ML25-002653 |
4/1/2025 |
4/8/2026 |
| How to Enhance Client Experience with Personalized Intel |
Whitepaper |
Advisor |
MAI435 |
ML25-002751 |
4/8/2025 |
11/21/2026 |
| Fear, Finance & The High-Anxiety Client |
Whitepaper |
Advisor |
MF914 |
ML25-002976 |
4/16/2025 |
10/8/2025 |
| Fear, Finance & The High-Anxiety Client |
Presentation |
Advisor |
REP_FEAR |
ML25-002986 |
4/16/2025 |
10/10/2025 |
| MarketView 2Q 2025 |
Presentation |
Client |
HF0044 |
ML25-003202 |
4/22/2025 |
4/25/2026 |
| The Affluent Mindset |
Invitation |
Advisor |
FLY_AFFLUENT_REP |
ML25-003595 |
5/1/2025 |
5/1/2026 |
| Q2 Resource Guide |
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 |
| Mastering Affluent Client Acquisition |
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 |
| How to Re-Engage Prospects Who Go Silent |
Whitepaper |
Advisor |
MAI441 |
ML25-004463 |
5/27/2025 |
6/2/2026 |
| Severance: The Split Between the Economy and the Market |
Presentation |
Advisor |
NAJ_WEB_0725 |
ML25-004492 |
5/28/2025 |
6/3/2026 |
| Quality of Life |
White Paper |
Client |
MF929 |
ML25-004506 |
5/29/2025 |
6/4/2026 |
| Quality of Life |
Worksheet |
Client |
MF944 |
ML25-004505 |
5/29/2025 |
6/4/2026 |
| Fundscope |
Brochure |
Client |
HF0001 |
ML25-004586 |
6/5/2025 |
6/5/2026 |
| Building Your Longevity Network |
Presentation |
Advisor |
REP_Network |
ML25-004709 |
6/5/2025 |
6/10/2026 |
| Merrill Lynch Alignment Guide |
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 |
| Building Your Longevity Network |
Whitepaper |
Advisor |
MAI319 |
ML25-005271 |
7/9/2025 |
7/10/2026 |
| Your Money Story |
Presentation |
Client |
SEM_STORY |
ML25-005270 |
7/9/2025 |
7/10/2026 |
| 2025 Midyear Outlooks |
Workbook |
Client |
WP847 |
ML25-005356 |
7/10/2025 |
12/31/2025 |
| The Untapped Potential of Social Security: Claiming Strategies for Couples |
Presentation |
Client |
CFP_SS_SPOUSAL |
ML25-005364 |
7/11/2025 |
7/14/2026 |
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