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MIT AgeLab has identified three questions you should ask your clients to assess how prepared they are to live well in retirement:
What do these questions have to do with retirement planning? A lot more than you might think. They actually uncover important factors about aging in place, staying mobile, and maintaining a strong social network in retirement. These factors can serve as a starting point for planning a satisfying retirement.
3 Questions That Can Predict Future Quality of Life
John Diehl, Sr. VP of Applied Insights Hartford Funds, explains the benefits of engaging clients with questions about light bulbs, ice cream, and lunch.
|Resources to Use with Clients|
White Paper: Three Questions That Can Predict Future Quality Of Life
Click here to order materials >
|Resources for Financial Professionals|
Financial Professional Worksheet
Related Podcast Content: Ep. 63 How To Help Clients Who Feel Retirement Is Out of Reach
|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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*Contact your Hartford Funds representative or call 800-456-7526 about CE information.
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
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