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:
|1||View or download the client white paper below|
|2||Within two weeks, ask the three questions to five clients and have conversations about their future plans for housing, transportation, and social network.|
The MIT Age Lab is not an affiliate or subsidiary of Hartford Funds.
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