• 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

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

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

  • Advisor Log In

MIT AgeLab White Papers

In addition to seminars, we offer white papers from MIT AgeLab to help you better understand your clients and their needs—including needs that may not be readily apparent. Ask your Hartford Funds Advisor Consultant about how to apply these insights to your practice.

Client White Papers


Your clients may have a limited view of what’s possible in retirement. They’ve heard the traditional story of old age where everyone lives happily ever after in leisure-filled retirements. This story is exactly what some clients are looking for. But some of them get bored with this story. They’re not ready to retire and relax. They want something more. Help them create their new story.



Caregiving is a catchall phrase that encompasses an important and extensive set of activities that evolve (sometimes slowly, other times rapidly) with the needs of the care recipient. This paper provides financial advisors and clients with an overview of caregiving—what it is, who is most likely to provide it, what the associated costs are, and where those who are providing care to an older adult can turn for help.


With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.



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.



Ask clients and prospects three questions to help them anticipate the needs of longevity, including how to age in the home of their choice, staying mobile, and maintaining their social network.



MIT AgeLab tips to help clients age in place, including popular home design trends and info on Certified Aging in Place (CAPS) contractors.


Advisor White Papers

Concrete steps you can take to effectively communicate with your anxious clients.


Extended longevity, combined with the expectation to live longer and better, is driving clients to demand more from financial advice.



For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Our advisor consultants can provide coaching to help you deepen relationships with clients by applying AgeLab research and tools to your practice.

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