Making your shoppers retire satisfied, with Tom Hegna – InsuranceNewsNet


What are your shoppers doing to save lots of for retirement? There’s a great opportunity the solution is “now not sufficient.”

That’s why it’s necessary to actively warn shoppers about retirement dangers. One of the vital best-known professionals preaching this message at insurance coverage and fiscal meetings lately has been Tom Hegna. Tom is loudly clanging the bell at the retirement disaster. He says that brokers and advisors who aren’t speaking about insurance coverage to offer protection to shoppers’ retirement aren’t having a look after their shoppers’ ideal pursuits. He has numerous nice recommendation – such a lot that we’re devoting two episodes to Tom.

Tom is a well-liked speaker and creator of a number of books, together with his well known Pay Assessments and Play Assessments and Don’t Concern, Retire Satisfied.

Tom Hegna

On this interview, Tom goes to cartoon out some compelling methods to assist shoppers perceive the facility of insurance coverage. He’ll additionally stroll us via his seven steps to a contented retirement.



2:40  Tom’s trail to changing into a number one retirement knowledgeable contains virtually 25 years within the insurance coverage business.

4:50  Tom talks about what he sees as the most important issues of retirement nowadays.

6:25  Tom says to ensure that advisors to coach their shoppers at the keys to retirement, they first should train themselves.

7:50  As we dive into Tom’s “Seven Steps to Optimum Retirement,” step one, undeniable and easy, is the want to have a plan.

9:25  The second one step is to grasp and maximize Social Safety advantages.

10:55  Step 3 on Tom’s listing is to believe a hybrid retirement.

11:20  Step 4 is to have a plan to offer protection to your self from inflation.

12:45  Step 5 towards a contented retirement is securing extra assured lifetime source of revenue. As Tom issues out, there are numerous tactics to try this.

17:25  Step six is ensuring you’ve a plan for long-term care.

19:05  A in point of fact underappreciated side of lifestyles insurance coverage in making plans is the way it impacts the opposite property.

20:55  In any case, step seven: the usage of your own home fairness correctly.

23:00  Tom stocks any other methods for lifestyles insurance coverage, which he says is the most productive strategy to go wealth for your youngsters, grandchildren or even to charities.







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