Clients have been told a certain story of what aging should look like. And for a long time, they’ve bought into an “old age” story filled with leisure and relaxation. But what if clients’ thoughts about aging changed? What if one day, they woke up and realized things could change if they wanted them to? They didn’t have to live a vision of old age that was created years ago. Their later years could actually be anything that they want.
Learn:
- Where the traditional idea of “Old Age” came from
- How clients view “Old Age” today
- How clients can create their new story
Audio Overview: Retiring the "Old Age Story" (02:18)
John Diehl, sr. vice president at Hartford Funds, explains why clients need a new story for retirement
Next steps:
- Download a copy of our client brochure below
- View or email a client website article on this topic to clients
- After you've reviewed the client brochure, begin identifying the retirement stories of friends, family, and clients. Share these stories with clients who are trying to figure out their retirement story.
Related Resources:
What Will You Smuggle Into Retirement?
How Clients Can Avoid the Retirement Letdown and Create a New Story for Their Future
How Working With Young People Can Reenergize Your Clients' Retirements
How Meal Delivery Services Can Help Caregivers
Why College Towns Can Be a Good Fit for Retirees
How to Help Clients Determine if Their Aging Loved Ones Should Be Driving
How Clients Can Continue Their Education in Retirement (Without Spending a Fortune)
Help Aging Clients Use Their Likeability Factor to Build New Relationships
John Diehl is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
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