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As people live longer, retirement planning requires holistic thinking and expertise.

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MIT AgeLab

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

 

Differentiate Your Practice With a Longevity Network

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Julie Genjac, Applied Insights Team at Hartford Funds, explains how to help aging clients solve the challenges of longevity by forming a longevity network. And why it makes sense to think beyond the financial needs of aging clients.

Next Steps

1 Download our workbook
2 If you find this information to be of value, contact your Hartford Funds advisor consultant about hosting a workshop for your team, complex, or region