Tom Hegna

Tom Hegna

CLU, ChFC, CASL

AZ, US
Nobody knows retirement income planning better. Tom, a former First Vice President of a Fortune 100 co., electrifies and educates both financial professionals and consumers with one thing: facts.

Tom Hegna is an NSA Million Dollar Level Speaker (top 1% of professional speakers in the world) who brings his relentless energy and unmatched insights on retirement to each of his award-winning presentations.

"Show your employees that a Happy and Successful Retirement is truly in their future and they will perform better at work. As an economist Tom Hegna has inspired thousands of people to take control of their finances and their lives!"

As an economist, former First Vice President at a Fortune 100 company, and retired Lieutenant Colonel, Tom has inspired thousands of executives and business professionals to take control of their finances and their lives. In over 5,000 seminars, his message has transformed the perspectives of countless minds, helping build safer and happier retirements.

Tom is the author of Paychecks and Playchecks: Retirement Solutions For Life, consistently ranked the number one bestselling "Retirement Planning" Kindle book on Amazon.com. He has been featured on FoxBusiness.com, the Small Business Advocate radio show, Forbes.com, and other top business media outlets.

Audiences love Tom Hegna's simple, real-world commentary, consistently providing highly-rated evaluations and praise such as "Sharp, crisp, and to the point" and "Please have him back every year!"

Bringing together his magnetic charisma, thought-provoking research, and objective financial solutions, Tom empowers organizations and their constituents to retire "Happily Ever After."

Tom Hegna is an NSA Million Dollar Level Speaker (top 1% of professional speakers in the world) who brings his relentless energy and unmatched insights on retirement to each of his award-winning presentations.

"Show your employees that a Happy and Successful Retirement is truly in their future and they will perform better at work. As an economist Tom Hegna has inspired thousands of people to take control of their finances and their lives!"

As an economist, former First Vice President at a Fortune 100 company, and retired Lieutenant Colonel, Tom has inspired thousands of executives and business professionals to take control of their finances and their lives. In over 5,000 seminars, his message has transformed the perspectives of countless minds, helping build safer and happier retirements.

Tom is the author of Paychecks and Playchecks: Retirement Solutions For Life, consistently ranked the number one bestselling "Retirement Planning" Kindle book on Amazon.com. He has been featured on FoxBusiness.com, the Small Business Advocate radio show, Forbes.com, and other top business media outlets.

Audiences love Tom Hegna's simple, real-world commentary, consistently providing highly-rated evaluations and praise such as "Sharp, crisp, and to the point" and "Please have him back every year!"

Bringing together his magnetic charisma, thought-provoking research, and objective financial solutions, Tom empowers organizations and their constituents to retire "Happily Ever After."

Virtual presentation

I can present any of my programs virtually. My office houses a professional team, and I have high-quality equipment to broadcast my virtual presentation. I have plenty of experience across various virtual broadcasting platforms. 
Educational / Informative

Don't Worry, Retire Happy: 7 Steps to Retirement Security

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 focus on 3 Main Topics - Longevity, Long Term Care and the KEY to Happiness in Retirement. Don't miss this powerful presentation filled with audience participation, and find Retirement Alpha- based on Math and Science, NOT Opinions!
Retirement/AgingEducational / InformativeTechnical / SpecificInspirational / Life-changing

Paychecks and Playchecks: Retirement Solutions for Life

Tom Hegna will teach you the Magic Words to Retirement Income Security. He will use mathematical, scientific and economic facts to deliver a powerful presentation on how to help you retire worry free.  Are we going to have inflation? deflation? hyperinflation? double dip recession?   Tom will share his economic insights and show how none of that will impact your retirement if you retire the right way!  In the two years, Tom has presented on the Main Platform at the...

Retirement/AgingEntertainment-basedEducational / InformativeTechnical / SpecificInspirational / Life-changingHumorous / Funny

Retirement Alpha: How Mortality Credits Improve Retirement Outcomes

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!

Retirement/AgingEntertainment-basedEducational / InformativeInspirational / Life-changingHumorous / Funny

Who wants to be a Millionaire?

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...
Financial & Tax PlanningAudience ActivityEducational / InformativeTechnical / Specific

Unique Retirement Challenges for Women

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 ?
Retirement/AgingEducational / InformativeTechnical / Specific

The Words and Language of Life Insurance

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...
Educational / InformativeTechnical / Specific

Life Insurance and Annuity Questions, and Handling Concerns

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 explain the importance of asking questions to uncover your clients' needs. Today's busy world demands that you use optimal ways to communicate,...
Retirement/AgingEducational / InformativeTechnical / Specific

Don't Live a Just-In-Case Retirement!

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.
Retirement/AgingEducational / InformativeTechnical / Specific