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Mike Lynch

Managing Director, Applied Insights

PDF Michael’s Full Bio   |   PDF Michael's Speaker Bio


Mike believes there’s no more honorable position than making a difference in people’s lives—which is why he relishes sharing tools and strategies that help investors prepare for their future. This is information Mike feels audiences are eager to hear, because their retirement won’t look like that of any prior generation.

“Clients are the ultimate audience,” he says. “I think you have to be 10 times more prepared than meeting with financial professionals.” For him, the Q&A sessions after a client presentation are the most valuable—not just for the audience, but also for his own knowledge. He often applies the insights gained from these conversations to his upcoming presentations—along with the experience he’s gained helping financial professionals and their clients for more than 25 years.


Current Topics

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.
Knowing the factors that can negatively impact Social Security income can help clients make the most of their benefits
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.


5 Things About Mike


A huge Liverpool FC fan, he watched his favorite English Premier League football team play twice while they were in US and took his family on a stadium tour in Liverpool.


He loves classic cars and owns a 1972 Triumph TR6. It’s a work in progress, but he finds it more fun than driving a modern vehicle.


London, Mike’s favorite place in all his travels, is where he plans living part-time when he slows down or retires.


He’s no fan of heights or spiders. No, not afraid—just not crazy about either.


His craziest travel story: A fellow passenger’s new German Shepherd therapy dog jumped up on a plane seat in front of Mike and created utter chaos in his section (after its owner went to the restroom).

Mike's Insights

Social Security Storytellers: Why Real-Life Experience Can Teach What Numbers Can’t
Answer your clients’ Social Security questions without becoming an expert

Staying Social at a Distance
How to use technology in place of face-to-face meetings to remain connected to your clients

Mike's Podcasts

Social Security: The “What” vs. The “When”
June 2, 2018 (24:04)

Social Security: What Am I Entitled To?
March 2, 2018 (37:52)

Social Security: How will my benefits be taxed?
February 2, 2019 (24:51)

Social-Security Storytellers
January 2, 2021 (24:30)

Contact your Hartford Funds advisor consultant or field specialist for Mike's availability.

Applied Insights Team Page


Mike Lynch is a registered representative of Hartford Funds Distributors, LLC.

Check the background of this firm/individual on FINRA's BrokerCheck.

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

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