Six Steps to Your Prospect’s Retirement Score
our clients are familiar with their credit score, but do they know they can get a retirement score that shows them the likelihood of running out of money in retirement?…
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Tom Hegna’s 2024 Economic Commentary
Get ready for 2024 because it’s HERE, and there could be a lot of uncertainty ahead. Looking back at 2023, markets are near all-time record highs, Interest rates went up…
Simplify Social Security Conversations for 2024
Every year, some things about Social Security and Medicare change. The next year’s information is usually available through the Social Security Administration (SSA) around the end of November each year,…
Golf Is Simple, Not Easy
Most of you know I’m an avid golfer. I like to use golf as an analogy to explain how simple it can be to become wealthy. Investing is a lot…
3 Steps to Improving Clients’ Wealth
A number of companies asked me to create a presentation about financial wellness, and during my research for that, I found some pretty powerful information. I learned how financial, mental,…
Some Ways to Overcome the Prospecting Challenge
For years, the entire financial services industry has struggled with the same big issue – PROSPECTING! The new advisor is typically asked to write down 100 -200 names of people…
Tom Hegna’s 2023 Economic Commentary!
I’ve recorded my annual economic commentary for over 10 years. I usually publish it in late December each year, but 2022 was so hectic, I had to postpone this year’s.…
How to Market During the Holiday Season
Thanksgiving, Hanukkah, Christmas, Kwanzaa, New Year’s, and many other holidays crowd calendars this time of year, but that doesn’t mean your pipeline of leads has to be empty for fourth…
Don’t Leave ANY Money for Your Kids!
A lot of people think life insurance has nothing to do with retirement, but I want to show you how life insurance has EVERYTHING to do with retirement. Do you know why…
Is This Better than Vacation?
ummer holidays and vacation trips are here, but that doesn’t mean you should slow down. Use just a little bit of time this month focusing on these two themes: attitude…