Hybrid Seminars Are the Best of Both Worlds

Tom Hegna

Mar 29, 2021

As we start to emerge from lockdowns and social distancing, hybrid seminars can be a great middle ground between in-person and virtual seminars.

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The Conversion That Will Save Your Retirement

Tom Hegna

Mar 23, 2021

Taxes are an inevitable part of retirement, but converting to a Roth IRA can give you a source of retirement income that is completely tax-free.

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Use Credible Research to Convert More Prospects

Tom Hegna

Mar 11, 2021

Calling on outside research to support your products is a great way to educate clients without the risk of seeming biased.

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Women, Retirement, and COVID-19

Tom Hegna

Feb 24, 2021

There are plenty of potential risks in retirement, and here's why it's important to understand the risks that are unique to women.

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2021 Economic Commentary

Tom Hegna

Feb 8, 2021

Tom gives his 2021 economic commentary, covering topics such as current market trends, interest rates, cryptocurrency, and more.

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Is Your Business Stuck in a Rut?

Tom Hegna

Jan 20, 2021

This year, don't let your business get stuck in an endless cycle of doing what doesn't work.

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In Sickness and In Health (....and in Retirement!)

Tom Hegna

Jan 14, 2021

Spousal benefits are a Social Security perk that can help married couples get the most out of their Social Security benefits.

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The Importance of Emergency Funds

Tom Hegna

Dec 29, 2020

Are your clients prepared in case of an emergency? Having an emergency fund is an important step towards having solid financial wellness.

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Focus on Retirement Happiness to Make the Annuity Case

Tom Hegna

Nov 6, 2020

I think everyone dreams of a retirement where they can live a long and happy life. This has been researched by PhD’s around the world!

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7 Tips to a Happy Retirement

Tom Hegna

Sep 14, 2020

Here are seven non-financial things to consider when planning retirement. If your client has been talking about one of these, use that to start a conversation.

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