• Account Access
  • Contact Us

    Pre-Sales Support
    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Building Your Longevity Network

Longevity is changing retirement (Do your services match up?)

Retirement has changed but retirement planning hasn’t. It’s imperative that today’s practices evolve from a focus on financial security to the new business of longevity planning. The MIT AgeLab recommends building a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice.

 

Learn:

  • Why planning hasn’t kept up with retirement trends
  • How to identify trusted providers clients may need as they age
  • How referrals can grow as a result of your longevity expertise

Next Steps:

  1. Download or order the financial professional workbook below
  2. Review the blue outer ring in the diagram on page 3 of the workbook. Consider which of the categories your clients tend to need the most help with.
  3. Choose three categories to focus on. Choose three professionals from the list to contact on page 4 of the workbook.
MAI318-thumbnail
 

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds. 223174