Summary: Living longer is one of the major factors raising clients’ expectations of advice. How can financial professionals help educate clients and prospects about needs that go beyond the realm of investing? Instead of simply telling clients what they should anticipate in older age, connect them to relevant resources. By collaborating with professionals outside of your natural network, you can host client events featuring a longevity-specialist panel. Learn why these events have been successful and the steps to coordinating one. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI262.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Whitepapers/MAI009.pdf Curtis Ranta is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.
