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For decades, a strong financial portfolio was seen as the key to ensuring a long, happy retirement. But there’s another type of portfolio that could be even more critical.
Aging adults with close friends are more likely to experience happiness and good health than those without. But building and maintaining friendships can become more difficult as clients age. Therefore, investing in their “social portfolio” should be a component of longevity planning.
|1||Download or order the client white paper and worksheet|
|2||Use the worksheet to begin conversations with clients about the strength of their social network|
|2||Share an idea with clients about how to strengthen their social portfolio|
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
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