Hegna's Hotseat

Plan Your Estate or the State will Plan it for You

Feb 4, 2020

D on’t wait until April to talk about taxes. Educate your clients ahead of time so they understand how a permanent life insurance policy can buil...

It’s Never Too Early to Start Planning for Retirement: A Guide for Millennials (Pay Attention As Well, Gen Z)

Tom Hegna

Dec 13, 2019

D ebt is an alarming trend around the globe. According to Fortunly.com, the global debt is now three times the size of the collective GDP...

5 Things Baby Boomers Could Learn from Millennials

Tom Hegna

Nov 8, 2019

64% of American adult employees are on their way to retiring broke. Forty-five percent of them are set to leave the workforce without any retirement savings.

The #1 Tool for You to Close Annuity Sales Today

Tom Hegna

Oct 23, 2019

If you're an independent agent or advisor, there is one piece of software you absolutely MUST check out. It can save you countless hours!

Don't Retire Without One

Tom Hegna

Oct 7, 2019

This research shows exactly WHY you need to include annuities in retirement planning and WHAT they can do for you. It's all about retirement ALPHA!

Three Tax Advantages of Life Insurance

Tom Hegna

Sep 13, 2019

If taxation risk is a concern your client has, show them these three ways that a permanent life insurance policy can provide tax advantaged income.

The Research of My Trial Retirement

Tom Hegna

Sep 1, 2019

As many of you may have heard, I took a shot at a “trial retirement” this summer. Well now it's time to get back on the road! Here's what I learned...

Show Clients How to Lock in Gains

Tom Hegna

Aug 16, 2019

The market has been pretty volatile lately. Are YOUR clients locking in gains?

My Trial Retirement Update

Tom Hegna

Aug 2, 2019

Here's a quick update on my trial retirement. Give it a quick read to learn the lessons I've been learning!

TINA is back…

Tom Hegna

Jul 12, 2019

I first wrote about There is No Alternative (TINA) a few years ago. It's a major reason why the market just seems to keep moving up. But are there alternatives?

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