Don’t Let Taxes Ruin Retirement
Whether your clients expect a tax refund or have to pay, you need to show them how proper tax planning pays off.
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Category: Financial Planning
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How to Change One of Retirement’s Largest Assets into Income
Social Security is probably the largest retirement asset for most people, but the equity in a home can be just as large. Use home equity wisely!
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If I Was Your Coach
Why do professional athletes have coaches? They can help the players prepare a game plan. Before each appointment, you need to get your head in the game!
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How Retirement Planning is Changing
We are experiencing a shift in traditional retirement planning. Let me share what you need to know and how to explain the research to clients.
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Step Your Game Up with Seminars
Educational seminars can be a big investment, but they offer a HUGE return. Learn how to optimize your budget with this article!
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How to Handle This Sensitive Subject: Long-Term Care
Everyone knows long-term care is an issue, but nobody wants to talk about it! Use these facts to approach the sensitive subject.
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Tom Hegna’s 2019 Economic Commentary
Are YOU ready for 2019’s economy? Learn what will remain the same, what will change, and what your clients need to know!
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The Research behind Retirement Alpha
You know the concepts I talk about are backed by math and science, but now I’m challenging you to apply this research to one of your portfolios for proof!
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Why Training Is so Important
Don’t slow down during December! Invest a few minutes reading about these training materials so you’re prepared for next year.
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Don’t Let Objections Delay Your Conversation
Has a client stalled or interrupted your presentation with questions you didn’t expect? Here’s how being prepared will help you overcome any objection.
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