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April Big Ideas Webinar: How Mortality Credits Improve Portfolio Outcomes

Tuesday, April 14, 2020
3-4 PM eastern

 

 

Tom Hegna

How Mortality Credits Improve Portfolio Outcomes

In this session, Tom shows why math and science demand that insurance products be included in Retirement Portfolios. In fact, any retirement portfolio without an annuity will be suboptimal (less than what it could or should be). Research also shows that clients who have Guaranteed Lifetime Income are likely to be Happier and LIVE LONGER as well.

It’s math, science, economics- but now he has added PSYCHONOMICS to the equation as well. He will also show you effective ways of communicating these facts to your clients and prospects. Don’t miss this powerful presentation.


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Tom Hegna, CLU, ChFC, CASL

Author, Speaker, Economist

Tom Hegna is an author, speaker and economist. He has been incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.