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Three simple questions can help determine your clients’ future quality of life, and serve as a practical, thought-provoking starting point for planning a satisfying retirement

MIT AgeLab logo

MIT AgeLab logo

MIT AgeLab has identified three questions you should ask your clients to assess how prepared they are to live well in retirement:

  1. Who will change my light bulbs?
  2. How will I get an ice cream cone?
  3. 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

3 Questions - John Diehl

John Diehl, Sr. VP of Applied Insights Hartford Funds, explains the benefits of engaging clients with questions about light bulbs, ice cream, and lunch.

Resource icon Resources to Use with Clients

Client Article

White Paper: Three Questions That Can Predict Future Quality Of Life

Client Worksheet

Client Seminar Presentation

Click here to order materials >

Resource icon Resources for Financial Professionals

Financial Professional Worksheet

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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 AgeLab is not an affiliate or subsidiary of Hartford Funds. 

 

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