Tom Hegna

Economist, Author, Retirement Expert

Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York

Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into four of his books: (1) Paychecks and

Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold, (2) Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country. (3) Paycheques and Playcheques, Retirement Solutions for Canadians, And most recently, (4) Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 40 million homes in the US and Canada. Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas and stories. He is available to speak to businesses, government organizations, professional associations, financial professionals, and their clients all across the globe.

Focused on providing value to companies, managers and financial advisors. Tom has had a multi-billion dollar impact on the insurance industry and he can have a multi-million dollar impact on your operation. He is available for high-impact training sessions as well as client seminars. He shows in very simple terms why people MUST use insurance products to remove specific retirement risks. He shows how this is based in math and science - NOT opinions.

See Below for Full Bio

  • Speaking Topics:

    Finance, Keynote, Personal Finance

  • Travels From:

    Arizona

  • Price:

    $15,000 - $20,000

    Notes on Fees

  • Videos
  • Full Bio
  • Speech Topics
  • Books
  • Testimonials
  • News

Tom Hegna - Promo

Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York

Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into four of his books: (1) Paychecks and

Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold, (2) Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country. (3) Paycheques and Playcheques, Retirement Solutions for Canadians, And most recently, (4) Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 40 million homes in the US and Canada. Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas and stories. He is available to speak to businesses, government organizations, professional associations, financial professionals, and their clients all across the globe.

Focused on providing value to companies, managers and financial advisors. Tom has had a multi-billion dollar impact on the insurance industry and he can have a multi-million dollar impact on your operation. He is available for high-impact training sessions as well as client seminars. He shows in very simple terms why people MUST use insurance products to remove specific retirement risks. He shows how this is based in math and science - NOT opinions.

Keynotes Titles:

- Don’t Worry, Retire Happy! Seven Steps to Retirement Security (as seen on TV)

- Retirement Alpha: How Mortality Credits Improve Retirement Outcomes

- Paychecks and Playchecks

- Social Security Optimization

- Paycheques and Playcheques: Retirement Income Solutions for Canadians

 

Workshops:

- Client Objections and How to Handle Them

- Life Insurance: Understanding Human Capital and Life Insurance in Retirement

- 20/20/20 Table Talk Case Study Session

- Social Security Case Studies

NYLIFE Securities LLC

“Tom’s Presentation at the Montana NAIFA convention in Great Falls a couple years ago was a huge influence and a game changer for me. If it wasn’t for that, there’s a decent change I’m not here today! Thank you for everything that YOU do!”

President NAIFA

“Few people have a multi-billion dollar impact on a company or an industry. Tom is one of those people. Tom has an unbridled passion for retirement income. This passion is contagious and motivates agents to action. His ideas are simple, yet sophisticated. He resonates with the newest agents and most experienced agents alike. Very few people have the ability to light up a room like Tom does.”

Past President NAIFA

“Thank you for your tremendous main stage presentation - the content and passionate delivery were beyond compare - you hit a grand slam with our attendees - the evaluations rated you as the top speaker ever!”

Past President of GAMA

“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.”

Past President NAIFA

“Tom is an ‘edge of your seat’ kind of speaker. You’ll fill a note pad so come prepared! Highest recommendation!”
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