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Managing Director, Applied Insights
Michael’s Full Bio | 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.
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).
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
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)
January 2, 2021 (24:30)
Mike in the Media
Social distancing experience illustrates retirement challenges
InvestmentNews, May 2020
4 Questions to Answer Before You Make Any Big Changes… in Retirement
MarketWatch, April 2020
The Value of Becoming a Longevity Manager
Barron’s, February 2021
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.
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