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Training and Education GuidesCollection of resources designed to enhance client relationships, help you grow your practice, and provide market perspectives from our subadvisers, Wellington and Schroders. |
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Complementing Cash Resource CenterHigh-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
Literature Center
| Title | Type | Financial Professional/Client | Piece Code | Approval Code | Date Approved | Expiration |
|---|---|---|---|---|---|---|
| 10 Things You Should Know About Inflation | Whitepaper | Client | CCWP113 | ML23-001343 | 3/3/23 | 3/3/24 |
| 8,000 Days | Presentation | Client | SEM_8000 | ML23-004305 | 7/18/23 | 7/18/24 |
| 8,000 Days | White Paper | Client | MAI083 | ML23-004307 | 7/18/23 | 7/18/24 |
| Beyond Investment Illusions | Brochure | Client | P3320 | ML23-002120 | 4/6/23 | 4/6/24 |
| Beyond Investment Illusions | Presentation | Client | SEM_VOA | ML23-002119 | 4/6/23 | 4/6/24 |
| Building Resilience Together | Flyer | Financial Professional | HF0012 | ML23-000082 | 1/6/23 | 1/6/24 |
| Communicating to Connect | Presentation | Financial Professional | REP_CTC_Notes | ML23-002330 | 4/20/23 | 4/20/24 |
| Communicating to Connect | White Paper | Financial Professional | MAI213 | ML23-002331 | 4/20/23 | 4/20/24 |
| Evaluating Your Digital Presence | Presentation | Financial Professional | REP_EVALUATE | ML23-000839 | 2/10/23 | 2/10/24 |
| Evaluating Your Digital Presence | Workbook | Financial Professional | MAI377 | ML23-000840 | 2/10/23 | 2/10/24 |
| Evolving Workscape | Workbook | Financial Professional | MAI145 | ML23-000039 | 1/5/23 | 1/5/24 |
| Fundscope | Brochure | Client | HF0001 | ML23-004021 | 6/27/23 | 6/27/24 |
| Future of Advice | Presentation | Financial Professional | REP_FUTURE | ML22-007041 | 12/5/22 | 12/5/23 |
| Future of Advice | Whitepaper | Financial Professional | MAI009 | ML22-007050 | 12/5/22 | 12/5/23 |
| Helping Your Clients Discover Their Money Story | Workbook | Financial Professional | MAI278 | ML22-007324 | 12/16/22 | 12/16/23 |
| How to Set Goals You Can Actually Accomplish | Presentation | Financial Professional | REP_Accomplish | ML22-006515 | 11/4/22 | 11/4/23 |
| How to Value Inclusive Language | Presentation | Financial Professional | REP_INCLUSIVE | ML23-004094 | 7/5/23 | 7/5/24 |
| How to Value Inclusive Language | Workbook | Financial Professional | MAI331 | ML23-004095 | 7/5/23 | 7/5/24 |
| Maintaining Perspective in Uncertain Times | Presentation | Client | SEM_UNCERTAIN | ML23-003100 | 5/19/23 | 5/19/24 |
| Managing Risk in Your Fixed-Income Portfolio | Whitepaper | Client | CCWP010WH | ML23-001788 | 3/21/23 | 3/21/24 |
| MarketView Q3 2023 | Presentation | Financial Professional | HF0044 | ML23-004367 | 7/9/23 | 7/9/24 |
| Media Replay | Brochure | Client | MF916 | ML23-002138 | 4/10/23 | 4/10/24 |
| Media Replay | Presentation | Client | SEM_MR_ML | ML23-002137 | 4/10/23 | 4/10/24 |
| Merrill Lynch Alignment Guide | Flyer | Financial Professional | HF0003ML | ML23-000088 | 1/9/23 | 1/9/24 |
| Power of Stories | Presentation | Financial Professional | REP_Stories | ML23-001056 | 2/17/23 | 2/17/24 |
| Power of Stories | Workbook | Financial Professional | MAI344 | ML23-001057 | 2/17/23 | 2/17/24 |
| Quality of Life | Presentation | Client | SEM_QOL | ML23-003950 | 6/22/23 | 6/22/24 |
| Quality of Life | Whitepaper | Client | MF929 | ML23-003952 | 6/22/23 | 6/22/24 |
| Quality of Life | Worksheet | Client | MF944 | ML23-003951 | 6/22/23 | 6/22/24 |
| Redefining Your Team Dynamic | Presentation | Financial Professional | REP_Struggle | ML23-001902 | 3/28/23 | 3/28/24 |
| Redefining Your Team Dynamic | Workbook | Financial Professional | MAI367 | ML22-007130 | 12/8/22 | 12/8/23 |
| Refine Your Finals | Presentation | Financial Professional | REP_FINALS | ML23-002652 | 5/5/23 | 5/5/24 |
| Retain Your Brain | Presentation | Client | SEM_Brain | ML23-002198 | 4/12/23 | 4/12/24 |
| Retain Your Brain | Whitepaper | Client | MAI1384 | ML23-002199 | 4/12/23 | 4/12/24 |
| Small Team Changes, Big Results | Presentation | Financial Professional | REP_Teams | ML23-003071 | 5/19/23 | 5/19/24 |
| Small Team Changes, Big Results | Workbook | Financial Professional | MAI260 | ML23-003072 | 5/19/23 | 5/19/24 |
| Social Security Client Worksheet | Worksheet | Client | MAI035 | ML23-001391 | 3/6/23 | 3/6/24 |
| Social Security: Clients' Five Top Questions Answered | Presentation | Financial Professional | REP_SS_5QS | ML23-004414 | 7/21/23 | 7/21/24 |
| Social Security: Unlock Its Potential (IRMAA Version) | Presentation | Client | SEM_SS_IRMAA | ML23-001390 | 3/6/23 | 3/6/24 |
| Talking Fixed Income with Clients? Make Sure You're on the Same Page | Whitepaper | Client | WP754 | ML23-002220 | 4/13/23 | 4/13/24 |
| The Dos and Don’ts of Effective Virtual Communication | Whitepaper | Financial Professional | MAI232 | ML22-006220 | 10/24/22 | 10/24/23 |
| The Evolving Workscape | Presentation | Client | REP_WORKSCAPE | ML23-000038 | 1/5/23 | 1/5/24 |
| The Price of Panic | Whitepaper | Client | MAI238 | ML23-001574 | 3/14/23 | 3/14/24 |
| The Social Portfolio | Presentation | Client | SEM_SP | ML23-003880 | 6/20/23 | 6/20/24 |
| The Social Portfolio | Workbook | Client | MAI353 | ML23-003881 | 6/20/23 | 6/20/24 |
| The Times They are A'Changin brochure | Brochure | Client | HF0011 | ML22-006072 | 10/17/22 | 10/17/23 |
| There Are Always Reasons Not to Invest | Whitepaper | Client | CCWP046 | ML23-000862 | 2/10/23 | 2/10/24 |
| Word of Mouth Influence Hierarchy | Presentation | Financial Professional | REP_WOMI | ML23-003786 | 6/15/23 | 6/15/24 |
| Word of Mouth Influence Hierarchy | Workbook | Financial Professional | MAI132 | ML23-003787 | 6/15/23 | 6/15/24 |
| Your Money Story | Presentation | Client | SEM_STORY | ML22-007322 | 12/16/22 | 12/16/23 |
| Your Money Story | Workbook | Client | MAI259 | ML22-007323 | 12/16/22 | 12/16/23 |
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.
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