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MIT AgeLab White Papers

In addition to seminars, we offer white papers from MIT AgeLab to help you better understand your clients and their needs—including needs that may not be readily apparent. Ask your Hartford Funds Advisor Consultant about how to apply these insights to your practice.

Client White Papers

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Caregiving is a catchall phrase that encompasses an important and extensive set of activities that evolve (sometimes slowly, other times rapidly) with the needs of the care recipient. This paper provides financial advisors and clients with an overview of caregiving—what it is, who is most likely to provide it, what the associated costs are, and where those who are providing care to an older adult can turn for help.

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With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.

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A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends, and family.

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Ask clients and prospects three questions to help them anticipate the needs of longevity, including how to age in the home of their choice, staying mobile, and maintaining their social network.

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MIT AgeLab tips to help clients age in place, including popular home design trends and info on Certified Aging in Place (CAPS) contractors.

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Help clients explore transportation options as they age so they can maintain a purpose-filled retirement.

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MIT AgeLab insights for aging clients about how to create new social connections in retirement. Clients will also learn the health benefits of a strong social network and the risks of social isolation.

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Advisor White Papers

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MIT AgeLab analyzed social media review sites to find characteristics that clients value in advisors.

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Concrete steps you can take to effectively communicate with your anxious clients.

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Extended longevity, combined with the expectation to live longer and better, is driving clients to demand more from financial advice.

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How to meet the needs and expectations of a new four-generation marketplace. 

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For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Our advisor consultants can provide coaching to help you deepen relationships with clients by applying AgeLab research and tools to your practice.

MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

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