Income Planning


How do you take the investments in your retirement plan and use them to generate a reliable stream of lifetime income? Our reliable income planning speakers help provide tools & strategies to provide your clients with the best possible chance of achieving their desired results based on their needs.

Tom Hegna, CLU, ChFC, CASL

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

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John Huggard, J.D., CFP, CLU, ChFC

John Huggard is a sought after expert witness in securities cases and a nationally recognized speaker on the topic of variable annuities.

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Manish Malhotra, MBA

Manish Malhotra launched Income Discovery to develop innovative solutions addressing the retirement income planning challenge

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