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Learn the trends in aging and how to align your business model with clients’ increasing demands

MIT AgeLab logo

MIT AgeLab

The expectation to live longer and better is driving clients to demand more from financial professionals. They want you to prepare them for what they may confront in middle age and as older adults—meeting the challenges and embracing the opportunities. Your ability to provide these essential services will depend on the depth of your relationship with each client, understanding their evolving needs, and being knowledgeable about resources and services to help meet those needs.


Learn how to:

  • Recognize the trends in aging and anticipate new consumer demands
  • Distinguish three main business models and align yours with this new frontier of financial advice
  • Educate your clients about the "jobs" of longevity and how to navigate them in concrete and meaningful ways 
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6 Strategies to Exceed Rising Client Expectations

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Resource icon Resources for Financial Professionals

White Paper



Click here to order materials >

Next Steps

1 View or download the client white paper below
2 Watch the video above
2 Within two weeks, ask the three questions to five clients and have conversations about their future plans for housing, transportation, and social network.


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The MIT Age Lab is not an affiliate or subsidiary of Hartford Funds.


The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

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 mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. 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. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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