Tom Hegna 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!
A proven, grand slam hit on the main stage of all the biggest venues in the financial services industry, Tom is a laser-guided missile, focused solely on electrifying audiences worldwide and motivating people to action. He is a master at taking complex financial concepts and making them simple, sticky, and actionable. His presentations are unmatched in their ability to have an immediate and powerful impact on sales results
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.
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
“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’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 of GAMA
“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!”
Terry Headley – Past 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.”
Jeff Taggart – Past President NAIFA
Below are some of the companies and organizations from around the world that Tom has presented to:
- AIG
- Allianz
- Allstate
- Ameriprise
- Merrill Lynch
- Mutual of Omaha
- Nationwide
- Pacific Life
- Sagicor
- Securian
- StateFarm
- Sun Life Financial
- Transamerica
- Waddell & Reed
- Wells Fargo
- Voya
Travels From: Arizona
City: Fountain Hills
$15,001 to $20,000
