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.

Tom has two webinars recorded and optimized for appointments for us:

• Paychecks and Playchecks: In this automated “live” presentation, Tom discusses the value of having guaranteed income for life during retirement. Why your attendees should have a Long-Term Care plan, and why they should buy life insurance for beneficiaries instead of leaving them retirement money

• Retirement Alpha: Everything that is discussed in the “Paychecks and Playchecks”, but with an additional focus on the value of Variable Annuities and how adding annuities to your client’s portfolios can reduce standard deviation.

Each presentation is designed to illustrate why they need to meet with the advisor who sent them (you) and to encourage them to book a 15-minute phone call with you. This presentation is great not only for prospects and leads, but also for existing clients.

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

• 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)