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Get Your Financial Wellness Program Up and Running

Are you missing out on the financial-wellness trend? If so, you’re not alone. Despite the fact that plan sponsor demand for financial wellness is growing, many DC specialist advisors are unsure about how to capitalize on this trend. For them, financial wellness is the elephant in the room. We partnered with Ann Schleck & Co. to research advisors, recordkeepers, and third-party providers to provide insights and the tools to create and implement your financial wellness game plan.


Research Report: Your Role in Financial Wellness

Learn key financial-wellness trends and perspectives from advisors, recordkeepers and third-party providers.

View/Order >    email


Choosing Your Financial-Wellness Approach

Choose the optimal financial-wellness approach for your practice.

View/Order >    email


Financial Wellness How-to Guide

Get tools and the steps you’ll need to plan, implement and measure your financial-wellness program. View or Order forms from guide.

View/Order >    email


Financial-Wellness Provider Comparison Guide

Planning to partner with a financial-wellness provider? See capabilities of recordkeepers and third-party providers.

View/Order >    email


Advisor Overview Flyer

Plan sponsors’ demand for financial wellness is increasing, but many DC specialist advisors are unsure about how to capitalize on this trend; for them it’s the elephant in the room. Insights from Ann Schleck & Co. can help.

View/Order >    email


Advisor Presentation: Your Role in Financial Wellness

This presentation reveals Ann Schleck & Co.'s financial wellness research findings.

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Plan Sponsor Pieces

Get our financial-wellness plan sponsor overview and slides to share with plan sponsors.

View/Order Overview >    email
View/Order Slides >    email

Next Steps

  1. Download and read Research Report: Your Role in Financial Wellness and Choosing Your Financial-Wellness Approach.
  2. Choose the optimal financial wellness approach for your practice.
  3. Contact your Hartford Funds sales specialist and discuss the Financial-Wellness How-to Guide to create your game plan.

Not sure who your sales specialist is? Call: 800-279-1541
or enter your email below and your sales specialist will contact you.

Materials provided by Hartford Funds Distributors, LLC, Member FINRA. Hartford Funds has engaged Ann Schleck & Co. LLC to develop the materials referenced herein. Ann Schleck & Co. LLC is not an affiliate or subsidiary of Hartford Funds.