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The Quality of Life
MIT AgeLab has identified three questions you should ask your clients to assess how prepared they are to live well in retirement:
- Who will change my light bulbs?
- How will I get an ice cream cone?
- Who will I have lunch with?
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.
Learn:
- How MIT AgeLab's 3 questions relate to your clients' retirement
- Why the 3 questions engage clients so effectively
- How to use financial professional. and client worksheets to implement The Quality of Life content
3 Questions That Can Predict Future Quality of Life
John Diehl, Sr. VP of Strategic Markets Hartford Funds, explains the benefits of engaging clients with questions about light bulbs, ice cream, and lunch.
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Resources to Use with Clients |
White Paper: Three Questions That Can Predict Future Quality Of Life
Click here to order materials >
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Resources for Financial Professionals |
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. |
