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What’s changing—and what it could mean for clients' money

The One Big Beautiful Bill introduced several provisions that could create meaningful tax advantages for your clients—and prospecting opportunities for you, if you know where to look.

 

Learn

  • Engage high-net-worth prospects
  • Identify tax savings for new investments
  • Spark cross-generational financial conversations
Resource icon Resources

Client sUMMARY fLYER

Client Seminar Presentation

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Next Steps

1 Download “One Big Beautiful Bill: 9 Key Financial Benefits” summary flyer
2 Identify and contact three clients who could benefit from provisions in the bill
3 Ask your Hartford Funds advisor consultant about hosting a “9 Ways the “One Big Beautiful Bill” Could Impact Your Finances” client education event.
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*Contact your Hartford Funds representative or call 800-456-7526 about CE information. Hartford Funds Distributors, LLC, Member FINRA is the provider of CE credits.

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