Tom Hegna is a well-known financial expert, speaker, author, and PBS show host that focuses on the optimal way to retire based on math and science. He is joined alongside Jim Ruta, Canada’s leading life insurance industry thought leader. A former successful agent and manager, they call him “The Re-Energizer” because he ignites the motivation to be successful in new and experienced advisors and managers alike.

The “Don’t Worry, Retire Happy” for Canadians Presentation is based on Tom’s best-selling book and PBS special by the same name. Tom & Jim will talk about the “7 Steps to Retirement Happiness” and why they need to meet with you to implement them with a call-to-action at the end to schedule a 15-minute call with you and your team.

What you’ll get:

• A customized landing page with your company information, disclosure, and up to two featured advisors as co-presenters with Tom Hegna & Jim Ruta

• A customized automated webinar that runs daily for 30-days with your disclosures (if necessary) and a link to your automated calendar.

• Proven email and text message templates to invite your current clients and prospects

What you (or your office) will be responsible for:

1. Send us a link to your booking page. We recommend Calendly (Click here for our course on setting up Calendly)

2. Get the presentation and invite compliance approved

3. Send Email/Text and Followup Email/Text (templates provided)

To schedule a complimentary phone consultation to learn more before purchasing, Click Here