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

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

*Contact your Hartford Funds representative or call 800-456-7526 about CE information.

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