Retirement Alpha: How Mortality Credits Improve Retirement Outcomes

Tom Hegna
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Primary lines of business:

Life Insurance
Health Insurance
Seminar Marketing
Lead Programs
Retirement Planning

Retirement Alpha


Tom Hegna

Tom Hegna informs agents and advisors how the insurance industry is uniquely situated to solve the Boomer Retirement Crisis. Tom will review common objections to annuities and provide ideal talking tracks for simplified client communication.

In this low interest rate environment, CD’s and bonds are not going to give the “alpha” what’s necessary to provide adequate income to retirement. Stocks have been so volatile that most retirees do not want to put their money at risk.

What are they to do? Utilize Retirement Alpha by having life insurance and guaranteed lifetime income from a life insurance company!

Complete the form to watch this recorded web class, and to discover the alpha in your retirement portfolio!