Hegna's Hotseat

Category: Financial Planning

5 Things Baby Boomers Could Learn from Millennials

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.

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...

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?

Your Financial Bunker: Life Insurance

Tom Hegna

Jun 28, 2019

Explain life insurance to clients like this: it is your financial bunker that can provide safety during difficult financial times. It can even have flexibility!

I'm Going to Work Until I Die

Tom Hegna

Jun 7, 2019

"Work for pay" is a common source of income for many retirement plans, but let me share the facts behind this suboptimal strategy.

Simplify Prospects’ Perspectives

Tom Hegna

May 31, 2019

Always maintain the simplest perspective possible to perfect your presentation. Doing so will ensure prospects understand the value in what you're saying.

Cracking the Retirement Income Code: “Hello to Close with Confidence”

Tom Hegna

May 15, 2019

In this post, Curtis Cloke contributes content to teach advisors and agents the importance of adapting their retirement-planning toolbox to changing times.

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