Tom Hegna

Tom Hegna

• tomhegna.com/
• linkedin.com/in/tomhegna/
  • Mesa, Arizona [17 miles from Gilbert, Arizona]
• realwealthmarketing.com/guests/tom-hegna/
• CLU, ChFC
• 2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight  —  [BonkNote]
• Heroes of Zero  —  [BonkNote]
• 2014-? – PBS – Tom Hegna‘s Public Television Special: Don’t Worry, Retire Happy!
• New York Life
  • Financial Research Company of Boston – Study – Lifetime Income – Mortality Credits – Retirement Alpha
  • 2018 1214 – Tom Hegna – Here’s – What the Research Says about Lifetime Income Annuities – youtube.com/watch?v=tNUwQuYoQRY

2010s

• 2010 0824 –Tom Hegna  SEC Comment –  4-606/4606-1646.htm
• 2011 Fall – MG – The Wealth Channel – The American College – https://www.yumpu.com/en/document/read/49194066/time-the-american-college
  • 21 | Running Out of Money, by Tom Hegna, CLU®, ChFC®, CASL®
• 2012 0521 – BrokersAlliance – Interview with Tom Hegna – Paychecks & Play Checks – Retirement Planning – [VIDEO-YouTube-14:59]
• 2012 0522 – BrokersAlliance – Interview with Tom Hegna – SPIA Sales Scenarios – Retirement Planning – [VIDEO-YouTube-15:00]
  • 2 – Tommy’s CD Alternative
  • Tom – Agent – Here in Mesa, Arizona [17 miles from Gilbert, Arizona] – Sold Annuities, to people who bought CD’s
  • CD’s were never made for income
• 2012 0829 – Tom Hegna – Most Important Income Solutions in Retirement: Paychecks & Playchecks – [VIDEO-YouTube-07:42]
• 2013 – MDRT – How to Use the Low-Interest Environment to Drive Life Sales, by Tom Hegna, at MDRT Conference – 18p
• 2018 07 – InsuranceNewsNet Magazine – https://issuu.com/innm/docs/innm_0718
• 2020 0306 – Tom Hegna – Tom Hegna’s Retirement Stories: Which Life Insurance Should I Get? – [VIDEO-YouTube-05:21]
• 2023 0608 – BetterWealth – How To Supercharge Your Retirement with Annuities & Life Insurance | Tom Hegna and Caleb Guilliam  —   [BonkNote]   —  [VIDEO-YouTube-44:11]
• 2025 0314 – BetterWealth – Tom Hegna‘s Bulletproof Plan for Retirement Security  —  [BonkNote]  —  [VIDEO-YouTube-47:35]

2020s

• 2020 0925 – Tom Hegna – Tom Hegna Interviews David Kinder – [VIDEO-YouTube-26:10]

• Many people increasingly like the idea of paying taxes now on savings for retirement knowing they will not have to pay taxes on the growth or the distribution of that savings.
• The most common financial vehicles that do that are a Roth IRA, tax-free municipal bonds, and cash value life insurance.
• ⇒ I like to say it this way, if you were a farmer, would you rather pay tax on the seed or the harvest?
  • I think almost every farmer would rather pay tax on the seed. It works the same way with money.

2013 – MDRT – How to Use the Low-Interest Environment to Drive Life Sales, by Tom Hegna, at MDRT Conference – 18p

• DHK – [David Kinder] – I don’t know of a single agent who is widely known in the public’s eye about the good that they do with life insurance and annuities.
  • Sure, there are plenty of internal industry heroes – John Savage, Ben Feldman, Burt Meisel, Van Mueller, Guy Baker, Mehdi Fakharazadeh, and more… but no one who seems big in the public eye and mainstream media.
  • The closest that we have, are the annual celebrity spokesmen for Life Happens… and Ed Slott who mentions the tax advantages of life insurance and annuities in his annual “Retirement Roadmap” specials on PBS.
  • I think Tom Hegna, CLU, ChFC, CASL is starting to become that agent though. Don’t Worry, Retire Happy with Tom Hegna | Don’t Worry, Retire Happy with Tom Hegna | Shows | KCET

2015 0304 – insurance-forums.com/community/threads/primerica-guarantees.73077/page-3

• 2023 0905 – Cody Askins – Tom Hegna’s Advice On How To Become A Millionaire Selling Insurance! (Cody Askins & Tom Hegna) – [VIDEO-YouTube-27:02]
  • CA – wrote the foreword to Toms new book – Who wants to be a Millionaire?” 
  • 3 – Joe Jordan – MetLife – Annuity
  • 20 – TH – For 30 years I was on the road 200 days a year
    • always big events that will pay to bring in the gun
  • 22 – Orange – Branding
  • 23 – TH – Activity – 7-10 Apps a week – Plan for Fallout [Chargebacks]
  • ……………………

• 2022 0914 – LIFE180 – Where Indexed Universal Life Insurance Works | Single Pay IUL – [MEC] – [VIDEO-YouTube-23:08]
  • 11:30 – Trillions sitting in Savings Accounts.
  • 11:30 – Chris: Companies don’t teach Infinite Banking, because it’s not as profitable for the company.
  • 13 – Danny: LTC – This is where this product shines. Tom Hegna. Individual LTC policy – increasing premiums.
  • 15 – Chris: I love everything Tom Hegna says. Solid Gold.
  • 17 – Danny – Maximize their Gift – Legacy – 
  • 18 – Chris: Many people trained as
  • 18 – Danny: I learned from Tom Hegna and Van Mueller. These two wrote the forward to Danny’s book.
    • Van taught me about MEC’s.
  • 22 – Chris: