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A traditional leisure-filled retirement isn’t everyone’s happily ever after. Help your clients create their own story and live a satisfying retirement.

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MIT AgeLab

Clients have been told a certain story of what aging should look like. And for a long time, they’ve bought into an “old age” story filled with leisure and relaxation. But what if clients’ thoughts about aging changed? What if one day, they woke up and realized things could change if they wanted them to? They didn’t have to live a vision of old age that was created years ago. Their later years could actually be anything that they want.

 

Learn:

  • Where the traditional idea of “Old Age” came from
  • How clients view “Old Age” today
  • How clients can create their new story

Audio Overview: Retiring the "Old Age Story" (02:18)

Retiring the Old Age Story - John Diehl

John Diehl, Sr. Vice President at Hartford Funds, explains why clients need a new story for retirement

Next Steps

1 Download a copy of our client brochure
2 View or email a client website article on this topic to clients
3 After you've reviewed the client brochure, begin identifying the retirement stories of friends, family, and clients. Share these stories with clients who are trying to figure out their retirement story.

 


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The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

John Diehl is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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