Are the issues we’re facing today really that unprecedented? This client brochure and presentation step back to provide historical perspective for investors.
Understanding their unique history with money can help clients make better financial decisions
A historical view of crises can help clients make rational investment decisions, even when it feels like the world is falling apart
Social distancing has impacted our access to the people, places, and things we need and enjoy. But technology provides ways to help us cope with the challenges and stay safe.
In the traditional story of old age, a leisure-filled retirement is everyone’s happily ever after. But some find that story to be boring. They’re not ready to retire and relax—they want something more. Help your clients create their own version of the story and live a satisfying retirement.
As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Help clients navigate what’s no longer an end but a new, complex stage of life.
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
Show common misconceptions about investing alongside the facts to help replace those “illusions” with investment reality.
Annie Duke, decision strategist and former poker pro, combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.
For many couples, the transition to the next phase of life—retirement or an empty nest— is everything they’d hoped for. But the next chapter can be a rude awakening when retirement expectations aren’t shared, and they end up being very different. Learn how clients can start the discussion ahead of time to help ensure their own smooth transition.
Illustrate the market's ability to grow wealth despite recessions and bear markets to help clients avoid panic decisions when the next "crisis of the day" makes headlines.
A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.
Clients and prospects may be unaware that three critical factors that can negatively impact their Social Security benefits. Educate them ahead of time to help them avoid being caught by surprise, when it’s too late to make changes.
Grow sales by gaining new clients―and strengthening relationships with current ones―by hosting relevant and engaging client events. Your Advisor Consultant can assist you with planning and execution. View our Client Seminar Planning Checklist to get started.
The presentations above have been reviewed by FINRA and cannot be altered in any way. Hartford Funds assumes no responsibility for the addition or deletion of slide content. Prior to using this presentation, please check to make sure it is approved for use by your firm.