Dive in to the Retirement Essentials course with Tom Hegna

Increase client retention, decrease risk exposure and build your practice with proven concepts

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From: Tom Hegna
RE: 6 Week Retirement Essentials Masterclass

Dear Financial Professional,

If you’re anything like a lot of the Industry Professionals I meet, you’re probably frustrated of being average, and doing just ‘fine.’ Wouldn’t you prefer to be truly great at what you do?

Unlike Financial Professionals who are at the peak of their game, you would like to earn more money, and feel properly rewarded for all your hard work. Although your client retention is ok - you know you can do better. In short you want to increase your productivity and have clients that are ecstatic to be working with you. The 6 week masterclass will show you exactly how, but more on that later. First, let me ask you...

If there were an easy way to take your career to the next level, and it required minimal effort and no cost for you… would you do it? You’ve observed colleagues in the field and thought “What have they got that I don’t? And why do they seem to earn so much more than I do?” Maybe it’s even crossed your mind that there might be some industry secrets that only a select few are privy to. Would you like to be one of them?
If the answer to any of my questions above was yes - then read on!

"Tom's Insights are like hidden gems!"

It's the best investment you'll make, both time and money wise. Tom's insights are like hidden gems. They are bound to give you multiple "aha" moments. Highly recommended course.

Luke - Alumni

"I certainly feel Tom added a tremendous value to my career."

For me the choice was simple - either spend 10 years in the industry, try everything and learn from my experiences OR learn from the experience of veteran and accelerate my growth track. I did what I felt like was a smart choice. I certainly feel Tom added a tremendous value to my career.

Jack - Alumni

For A Limited Time Only: We are Granting Access to My 6 Week Online Training for FREE!

Join my 6 week online training for free & I will show you how easy it is to take your game to a whole new level

Here are 7 REASONS WHY I know I can help you:

  1. I have spent 25 years studying the math, science and economic facts that can make or break a retirement. By sharing this information, I have helped thousands of advisors skyrocket their careers (as well as thousands of retirees live happily ever after).
  2. I have been featured in Fox Business, Forbes and Money Rates - as well as many other national publications and have become a trusted voice for people in the industry.
  3. I am a former Executive at a Fortune 100 Insurance Company.
  4. I helped raise company sales from $100 Million to $2 Billion.
  5. I qualified every year for membership into the Million Dollar Round Table and have received the National Quality Award and the National Sales Achievement Award.
  6. I am the author of 3 books in the retirement field. My first - Paychecks and Playchecks: Retirement Solutions For Life has sold over 45,000 copies and the top rated Kindle version has been rated #1 bestseller in its category for over 2 years.
  7. I retired from New York Life to dedicate myself full-time to speaking, training, and consulting with financial advisors on how to best optimize client portfolios and provide retirement solutions for life.
  8. But enough about me. It's about you and I know that you don't want to be any ordinary financial advisor - and nor should you be. If you partner with me for this 6 week training you will never be average again!

Sounds great Tom, but what exactly is in the Retirement Essentials course?

I'm glad you asked! Let me explain...

Here's Exactly What You'll Get Inside My Retirement Essentials Master Class

Over a course of 7 weeks, I will send you the case study of Jack and Diane, two American kids doing the best they can. We will begin where most retirement journeys begin…In their 30s! I will take you on a journey throughout their life and show how different life events can impact your retirement security.

Each week, we will look at a different time in Jack and Diane’s life and see where their priority should be about retirement planning. I will give specific strategies and academic articles backing up the how and why. Having difficulty conveying a concept to a client? Share one of the articles or videos that are hyperlinked throughout.

Invest just 1 hour a week and see your production sky rocket!

Week #1: Welcome to the Course!

  • I outline where to begin the relationship building process with a new client
  • You will receive 4 strategies to help a client in their 30s begin retirement planning.
  • Images – Share all of the images with your clients! Simply just click the images to share a helpful infographic.

Week #2: Average Rates of Return OR Order of Return?

  • Learn how Diane’s father passing away affected her retirement plan for the good and the bad!
  • Understand what products and strategies you should discuss with your 40 year old clients.
  • The 5 major reasons why you and your clients need to think about Long Term Care in your 40s!!

Week #3: Longevity Risk

  • Here is where we get to the meat and potatoes! Learn how much guaranteed lifetime income you will need in retirement.
  • I'll introduce when the riskiest time for your 401k/IRA and how to protect against losing it all!
  • We will start the discussion of Social Security optimization and what you need to do in your 50s to prepare.
  • Story-telling time! I'll tell you the infamous story of the Waffle House Wisemen!

Week #4: Mortality Credits

  • Learn how Social Security will ensure you and your spouse will never run out of money.
  • I'll discuss the Top 10 Risks in Retirement and how to protect against them.
  • Would you like to know where to get $250,000 tax free if single? Even $500,000 tax free if you are married?
  • Find out about the miracle money machine!

Week #5: Social Security

  • Avoid living a “Just-In-Case retirement” and how life insurance is a 100% necessary part of retirement!
  • I'll give you the 4 major questions that every 70 year old should be able to answer if they want to retire properly.
  • We will discuss secession planning and how to set up your practice for many years.
  • I'll provide you with a whitepaper that discusses “Are Retirees Falling Short?”

Week #6: Don't Worry, Retire Happy!

  • When will you spend the most money in retirement? Understand how to set up income for the Go-Go years rather than the No-Go years.
  • Understanding how to control your money when you are alive and when you pass away.
  • Learn from the biggest estate failures of all time.

Plus so much more!

Throughout the program there will be an Ask Tom feature, where you can throw all your questions in my direction.

And you will get my monthly newsletter as well as access to my monthly webinars. An overview like this barely scratches the surface - so you’re going to have to trust me, there is some truly exceptional content in this 6 week course. Me and my team have designed this to give you optimal results for minimum time and effort - and we know it works!

I promise that you will take your practice to the next level with increased appointments, income and client happiness!

I can help you unlock retirement security for you and your clients with simple strategies for everyone! Join me for the Retirement Essentials class in practical retirement planning.

I look forward to personally guiding you to to larger, more profitable client base within the next 6 months.


Tom Hegna