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Hartford Funds
1-800-456-7526 (PLAN) | Mon - Fri: 8:15 a.m. to 6:00 p.m. ET
| TITLE | TYPE | ADVISOR / CLIENT | PIECE CODE | APPROVAL CODE | DATE APPROVED | EXPIRATION |
|---|---|---|---|---|---|---|
| Hartford Total Return Bond ETF (HTRB) | Flyer | Advisor | ETF7762 | ML25-006217 | 08/06/2025 | 08/15/2026 |
| Family Money Talks | Presentation | Client | SEM_Family | ML25-006400 | 08/13/2025 | 08/21/2026 |
| Family Money Talks | Workbook | Client | MAI383 | ML25-006399 | 08/13/2025 | 08/21/2026 |
| Shock and Awe: Elevate Client Experience for Unmatched Retention and Referrals | Whitepaper | Advisor | MAI430 | ML25-007560 | 10/09/2025 | 08/28/2026 |
| Hartford Total Return Bond Fund | Flyer | Advisor | MF7762 | ML25-006745 | 09/02/2025 | 09/03/2026 |
| Hartford Municipal Opportunities ETF (HMOP) | Flyer | Advisor | ETF7775 | ML25-006746 | 09/02/2025 | 09/03/2026 |
| Volatility Resource Kit | Brochure | Client | HF0060 | ML25-006756 | 09/02/2025 | 09/04/2026 |
| Beyond Investment Illusions | Brochure | Client | P3320 | ML25-006937 | 09/09/2025 | 09/15/2026 |
| Beyond Investment Illusions | Presentation | Client | SEM_VOA | ML25-006936 | 09/09/2025 | 09/15/2026 |
| Bond Market Crossroads: What's New for Fixed Income? | Presentation | Advisor | 4838351 | ML25-007201 | 09/23/2025 | 09/24/2026 |
| The Future of Advice | Workbook | Advisor | MAI109 | ML25-008389 | 11/05/2025 | 10/04/2026 |
| 10 Things You Should Know About Capital Gains | Whitepaper | Client | CCWP052 | ML25-008392 | 11/05/2025 | 10/15/2026 |
| Shock and Awe Client Experience | Presentation | Advisor | REP_SHOCK | ML25-007568 | 10/02/2025 | 10/16/2026 |
| How to Manage Nerves and Communicate With Confidence | Whitepaper | Advisor | MAI451 | ML25-007657 | 10/15/2025 | 10/20/2026 |
| The Future of Advice | Presentation | Advisor | REP_FUTURE | ML25-008388 | 11/05/2025 | 11/07/2026 |
| Hartford Strategic Income Fund | Flyer | Advisor | MF7732 | ML25-008407 | 11/06/2025 | 11/10/2026 |
| Hartford Short Duration Fund | Flyer | Advisor | MF7709 | ML25-008408 | 11/06/2025 | 11/10/2026 |
| How to Enhance Client Experience with Personalized Intel | Whitepaper | Advisor | MAI435 | ML25-002751 | 04/08/2025 | 11/21/2026 |
| Communicating to Connect | White Paper | Advisor | MAI213 | ML26-000046 | 01/05/2026 | 12/17/2026 |
| 9 Ways the "One Big Beautiful Bill" Could Impact Clients' Finances | Whitepaper | Client | MAI466 | ML25-009318 | 12/03/2025 | 12/17/2026 |
| Hartford Dynamic Bond Fund | Flyer | Advisor | MF7785 | ML25-009414 | 12/16/2025 | 12/19/2026 |
| 8,000 Days | White Paper | Client | MAI083 | ML26-005049 | 06/24/2026 | 12/20/2026 |
| How to Build an Onboarding Process that Creates Lifelong Clients | Whitepaper | Client | MAI382 | ML26-000040 | 12/09/2025 | 01/05/2027 |
| There Are Always Reasons Not to Invest | Whitepaper | Client | CCWP046 | ML26-000957 | 02/02/2026 | 01/07/2027 |
| Social Security: Unlock It's Potential | Presentation | Client | SEM_SS | ML26-000429 | 01/21/2026 | 01/26/2027 |
| Hartford Dynamic Bond Fund | Flyer | Advisor | MF7760 | ML26-000571 | 01/21/2026 | 01/28/2027 |
| Ask for More | Presentation | Client | SEM_NEGOTIATION | ML26-000979 | 02/02/2026 | 02/05/2027 |
| Ask for More | Workbook | Client | MAI516 | ML26-000980 | 02/02/2026 | 02/05/2027 |
| Building Resilience Together | Flyer | Advisor | HF0012 | ML26-000978 | 02/02/2026 | 02/10/2027 |
| 8,000 Days | Presentation | Client | SEM_8000 | ML26-000956 | 02/02/2025 | 02/10/2027 |
| Quality of Life | Worksheet | Client | MF944 | ML26-004193 | 05/14/2026 | 02/13/2027 |
| Hartford Strategic Income ETF | Brochure | Advisor | ETF7790 | ML26-001288 | 02/17/2026 | 02/18/2027 |
| Hartford Strategic Income ETF | Flyer | Advisor | ETF7782 | ML26-001289 | 02/17/2026 | 02/18/2027 |
| Timing the Market is Impossible | Whitepaper | Client | CCWP073 | ML26-001946 | 03/02/2026 | 03/03/2027 |
| Retain Your Brain | Presentation | Client | SEM_Brain | ML26-001814 | 02/24/2026 | 03/09/2027 |
| Retain Your Brain | Workbook | Client | MAI384 | ML26-001815 | 02/24/2026 | 03/09/2027 |
| Building Your Longevity Network | Workbook | Advisor | MAI318 | ML26-001901 | 02/25/2026 | 03/10/2027 |
| Hartford Schroders Emerging Markets Equity Fund | Flyer | Advisor | MF7790 | ML26-001940 | 02/27/2026 | 03/11/2027 |
| Hartford Schroders Emerging Markets Equity Fund | Brochure | Advisor | MF7791 | ML26-002016 | 03/02/2026 | 03/13/2027 |
| Hartford Dividend and Growth Fund | Flyer | Advisor | MF7743 | ML26-002018 | 03/02/2026 | 03/13/2027 |
| Managing Risk in Your Fixed-Income Portfolio | Whitepaper | Client | CCWP010 | ML26-002017 | 03/02/2026 | 03/13/2027 |
| Waking Up to the Future | Brochure | Client | HF0068 | ML26-002418 | 03/20/2026 | 03/17/2027 |
| Navigating Credit Markets Under Pressure | Presentation | Advisor | CreditMarkets_0426 | ML26-002110 | 03/06/2026 | 03/17/2027 |
| Military Conflicts May Rattle Markets | Whitepaper | Client | CCWP114 | ML26-002224 | 03/12/2026 | 03/20/2027 |
| Small Team Changes, Big Results | Presentation | Advisor | REP_Teams | ML26-003777 | 04/07/2026 | 04/01/2027 |
| Waking Up to the Future | Presentation | Client | SEM_WAKING | ML26-002643 | 03/23/2026 | 04/07/2027 |
| Maintaining Perspective in Uncertain Times | Brochure | Client | MAI474 | ML26-002776 | 03/31/2026 | 04/09/2027 |
| Quality of Life | White Paper | Client | MF929 | ML26-004203 | 05/14/2026 | 04/09/2027 |
| Next in Line? 4 Tips to Smoothly Transition Team Leadership | Whitepaper | Advisor | MAI294 | ML26-003620 | 04/27/2026 | 04/09/2027 |
| Reengage Prospects Who Go Silent | Presentation | Advisor | SEM_Ghosting | ML26-002908 | 04/08/2026 | 04/16/2027 |
| The Freedom Paradox | Workbook | Client | MAI417 | ML26-003557 | 05/04/2026 | 04/25/2027 |
| The Freedom Paradox | Presentation | Client | SEM_MATTERING | ML26-004685 | 05/14/2026 | 04/30/2027 |
| Maintaining Perspective in Uncertain Times | Presentation | Client | SEM_Uncertain | ML26-002874 | 03/31/2026 | 05/05/2027 |
| 5 Trends That Could Propel the Rotation Into International Equities | Whitepaper | Client | WP841 | ML26-003307 | 04/27/2026 | 05/05/2027 |
| The Overprotective Brain | Workbook | Client | MAI465 | ML26-003411 | 04/29/2026 | 05/07/2027 |
| The Affluent Mindset | Workbook | Advisor | MAI037 | ML26-003552 | 05/04/2026 | 05/11/2027 |
| The Overprotective Brain | Presentation | Client | SEM_Overprotect | ML26-003770 | 03/10/2026 | 05/13/2027 |
| MarketView 2Q 2026 | Presentation | Client | HF0044 | ML26-003775 | 04/30/2026 | 05/13/2027 |
| Quality of Life | Presentation | Client | SEM_QOL | ML26-004192 | 05/14/2026 | 05/21/2027 |
| Fundscope | Brochure | Client | HF0001 | ML26-004423 | 06/01/2025 | 06/01/2027 |
| The 401(k) Survival Guide by Decade | Whitepaper | Client | HF0049 | ML26-004664 | 06/01/2026 | 06/09/2027 |
| The Yield Reset Is Real | Whitepaper | Client | WP900 | ML26-004894 | 06/18/2026 | 06/18/2027 |
| The Three Little Investors and the Big Bad Volatility | Whitepaper | Client | CCWP172 | ML26-004896 | 06/18/2026 | 06/18/2027 |
| Merrill Lynch Alignment Guide | Flyer | Advisor | HF0003ML | ML26-005047 | 06/24/2026 | 06/25/2027 |
| Bonds: There When You Need Them | Whitepaper | Client | CCWP108 | ML26-005214 | 07/02/2026 | 07/06/2027 |
| When the Fed Pauses, What Comes Next for Bonds? | Whitepaper | Client | WP902 | ML26-005215 | 07/02/2026 | 07/06/2027 |
| 2026 Midyear Outlook: Perspective on Markets and the Economy | Brochure | Client | WP910 | ML26-005401 | 07/13/2026 | 07/13/2027 |
| The Graying of the Bond Market | Whitepaper | Client | WP898 | ML26-005444 | 07/15/2026 | 07/15/2027 |
| Finding the Right Fixed-Income Recipe | Whitepaper | Client | CCWP110 | ML26-005571 | 07/15/2026 | 07/20/2027 |
| MarketView | Presentation | Client | HF0044 | ML26-005767 | 07/21/2026 | 07/23/2027 |
| The Rally and the Reality | Whitepaper | Client | WP907 | ML26-005907 | 07/14/2026 | 07/30/2027 |
| The Untapped Potential of Social Security: Claiming Strategies for Couples | Presentation | Client | CFP_SS_SPOUSAL | ML26-006068 | 07/15/2026 | 07/31/2027 |
| Mastering Affluent Client Acquisition | Presentation | Advisor | REP_MACA | ML26-003657 | 05/05/2026 | 11/26/2027 |
| Wellington Partnership Flyer | Flyer | Client | HF0069 | ML26-005393 | 07/13/2026 | 07/05/2028 |
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