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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:
|Resources for Financial Professionals|
Related Podcast Content: Ep. 81 How to Incorporate Health Planning into Your Practice
|1||Download The Future of Advice workbook|
|2||Evaluate your current business model on pages 4-5|
|3||Within one week, choose a category from pages 7-9 and complete the action steps|
*Contact your Hartford Funds representative or call 800-456-7526 about CE information.
The MIT Age Lab is not an affiliate or subsidiary of Hartford Funds.
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