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.
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.
- Download and read Research Report: Your Role in Financial Wellness and Choosing Your Financial-Wellness Approach.
- Choose the optimal financial wellness approach for your practice.
- 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.
Financial Wellness Articles and Related Resources:
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.