5.00 of 5
Top rated!Tom Hegna, THE retirement income expert, helps organizations ensure financial security with proven, research-backed strategies.
5 of 5
Tom is an ‘edge of your seat’ kind of speaker. You’ll fill a note pad so come prepared! Highest recommendation!
Tom Curry Past President
NAIFA
Secure Retirement with Proven Strategies! Tom Hegna, a top economist and bestselling author, delivers powerful, math-based solutions for lifetime income and financial security. With over 5,000 keynotes and a PBS special seen by millions, he simplifies complex retirement planning, helping businesses, professionals, and clients achieve worry-free retirements.
Don’t Worry, Retire Happy! Seven Steps to Retirement Security" is your guide to straight-forward retirement planning in uncertain times. In this presentation, Tom will simplify the retirement journey with his seven steps to retirement security.
Learn how to make a trouble-free plan for retirement with a solid foundation to build on for future generations. Avoid living a just-in-case retirement and enjoy the fruits of your labor!
Whether you are a late starter with your retirement planning or you have significant savings, this presentation outlines how to make the most from the least with the smallest amount of risk.
Join Tom Hegna for a stimulating session on how the insurance industry is uniquely situated to solve the boomer retirement crisis. In a low interest rate environment, CD’s and Bonds are not going to give the adequate “alpha” necessary to provide adequate income to retirees.
Utilize “Retirement Alpha” by using life insurance and guaranteed lifetime income from a life insurance company! Understanding the importance of securing Alpha and how it is essential in every retirees plan!
Did you know that for many Americans, their largest retirement asset is Social Security?
For a lot of people, they spend more time planning their yearly family vacation than they do planning their Social Security benefit. A great seminar for advisors and consumers alike, it’s never too late to start planning your Social Security!
The number of single women retiring is increasing every day. Divorce, delayed marriage, death of a spouse, or merely the desire to remain single are all causing this demographic to grow.
All these prospects will need your help to optimize their retirement plan, so are you ready to inform that widow that her deceased spouse’s life insurance policy doesn’t make her a millionaire?
Tom covers these retirement challenges unique to this type of client so you know how to provide the solutions.
If you ask 50 different financial advisors how to plan for a secure retirement, you will get 50 different opinions. Their opinions are likely to be sub-optimal.
"Paychecks and Playchecks: Retirement Solutions for Life" is a guide for retirement that is built for uncertain markets like the one we are in today. The strategies in this presentation are based on a mathematically and scientifically proven approach that will enable you to create a secure retirement, no matter how long you live.
You will learn how to retire with enough guaranteed lifetime income to cover your basic expenses and how to optimize the rest of your portfolio to make sure you receive your "playchecks."
There are so many objections, excuses, and stall tactics that your clients use. Tom Hegna has heard them all! You've got to handle them in your presentation so they don't even come up. It's up to you to be the most prepared person in the room.
In this presentation, Tom covers several concerns, gives you a simple process to handle ANY of them, and explains the importance of asking questions to uncover your clients' needs.
Today’s busy world demands that you use optimal ways to communicate, educate, address concerns, close, sell, and write policies. This is the reality, so optimize your work now.
Tom will cover everything you need to know about how to successfully sell different types of life insurance depending on each of your clients' unique situations. He will explain the differences and nuances of the most popular types of life insurance and make it so simple that even a small child could understand it.
You will learn the differences and nuances of the most popular types of life insurance. How to sell to different types of people depending on their unique situation. Simple stories to communicate complex, yet powerful ways to show your client the need for insurance.
Specific and powerful words and language that will help you handle insurance objections and close more sales. Different methods to demonstrate how much insurance your client actually needs. How to optimize your clients' portfolios to protect from both inflation and deflation
Retirees talk so much about saving their pile bigger and bigger so they have enough when they arrive at retirement. What happens when they think they have arrived?
Rather than live a fulfilled retirement, they live in fear of outliving their money or always keep their kids in mind to leave whatever is left over. Understanding risk management is KEY to unlocking retirement happiness.
In his Financial Wellness presentation, Tom shares simple concepts that can help anyone become financially independent. Not only can people become very wealthy using these tips, research shows they will also likely be much happier and even live longer!
Most people think you have to make a lot of money to become wealthy, Tom shows how it is NOT how much you make that counts, it’s how much you keep. Spending less than you earn, investing in appreciating assets, having an emergency fund and protecting your blind side with insurance products can allow nearly everyone to become financially successful.
Tom shows how poor planning, procrastination, credit card debt, divorce and a failure to understand the Opportunity Costs of purchases doom many people to a life of financial stress and unhappiness. This is a presentation you don’t want to miss!
5 of 5
Tom is an ‘edge of your seat’ kind of speaker. You’ll fill a note pad so come prepared! Highest recommendation!
Tom Curry Past President NAIFA
Tom Hegna
5 of 5
Tom’s genius is taking the most complex concepts and putting them into simple and memorable terms. His conviction and passion for these principles, not only educate people, but more importantly, inspire them to act.
John Baier Past President GAMA
Tom Hegna
Keynote Speaker Tom Hegna is a globally recognized expert in retirement income planning, renowned for delivering high-impact, actionable insights that help organizations, financial professionals, and businesses create lasting financial security. As a former Senior Executive Officer at New York Life, an economist, and a retired Lieutenant Colonel, Tom brings decades of experience and data-driven expertise to the stage. His ability to break down complex retirement strategies into simple, science-backed solutions makes him one of the most sought-after keynote speakers in the industry.
With over 5,000 keynote presentations delivered across the globe, Tom has empowered thousands of financial advisors, businesses, and organizations to help their clients retire with confidence. He is the bestselling author of Paychecks and Playchecks, Retirement Income Masters, and Don’t Worry, Retire Happy!, books that have transformed retirement planning for professionals and individuals alike. His PBS special, Don’t Worry, Retire Happy!, has been viewed by over 80 million households, further solidifying his status as a leading voice in financial security and retirement solutions.
Book Tom Hegna for your event and give your audience the tools they need to navigate retirement planning with clarity and confidence. His high-energy, engaging keynotes provide real-world strategies that drive business success, enhance client trust, and simplify financial decisions. Whether you are looking to empower your team, educate financial professionals, or inspire your audience, Tom Hegna delivers powerful insights that lead to long-term success.
Watch Tom Hegna in action
