Helping clients understand retirement planning often means explaining complex concepts in a clear and memorable way. Tom Hegna is an interactive online training and coaching platform created for financial professionals. It brings together training, coaching, education, and client resources in one place for professionals who work with retirement income planning.
This article takes a closer look at Tom Hegna's On-Demand Training, coaching, educational resources, and membership options.
Resources Designed for Ongoing Learning
The platform combines training, coaching, and educational resources to give financial professionals access to learning tools in one place. Members can complete training modules, participate in interactive coaching sessions, and use the objection handling library with more than 100 scenarios.
They can also access the Tom Hegna AI Playbook and provide selected prospects and clients with access to Retire Happy U. Together, these resources support continued learning while giving members access to materials that cover retirement planning, life insurance, annuities, and long term care insurance through a single online platform.
Interactive Training for Financial Professionals
The On-Demand Training program helps financial professionals learn and practice the words, language, stories, and questions used to communicate and sell complex financial instruments to the clients who need them most.
Members also receive real-time solutions for handling objections and closing cases. The training presents complex retirement concepts through simple and memorable stories, analogies, and terms, making the material easier to understand and apply.
Interactive Coaching With Tom Hegna
The platform includes interactive coaching for financial professionals. Coaching sessions help members prepare for specific client meetings and cases while providing guidance. The coaching also focuses on insurance and annuity programs that help clients retire happy.
Client Education Through Retire Happy U
Retire Happy U is the client education portal included with every membership.
Financial professionals can provide private member access to selected prospects and clients so they can learn more about retirement planning. The curriculum covers retirement planning, life insurance, annuities, and long-term care insurance using information based on math and science rather than opinion.
Subscribers can choose who receives access, manage their private members, and use in-depth analytics to gain insight into the topics their prospects are interested in.
Membership Options
Three subscription options are available for financial professionals.
- The Monthly plan includes the Tom Hegna AI Playbook, full access to all training modules, interactive coaching sessions, the Retire Happy U client education portal, the objection handling library with more than 100 scenarios, and the flexibility to cancel at any time.
- The Annual plan includes everything in the Monthly plan, along with priority coaching access and a choice of a seminar slide deck with its matching book.
- The Lifetime plan includes everything in the Monthly plan, plus lifetime access and all future content updates.
Learn From Tom Hegna's Experience
Tom Hegna is an economist, author, and retirement expert. He is also a retired U.S. Army Lieutenant Colonel with more than 30 years of experience in the financial services industry.
He has delivered more than 5,000 seminars and workshops to financial professionals across the country. His experience also includes more than 5,000 presentations worldwide, 2,000 client seminars in all 50 states, and 3,000 agent training sessions. He has spoken on the main platform at MDRT Top of the Table, MDRT, NAIFA, and MDRT Experience in Singapore.
Tom Hegna is the author of several best-selling books, including Don't Worry, Retire Happy! and Paychecks and Playchecks. His mission is to help financial professionals master the math and science of retirement income so they can better serve their clients and grow their practices.
Explore the Training Platform
The platform brings together interactive training, weekly coaching, client education, and practical learning resources for financial professionals. Members can access training modules, the Tom Hegna AI Playbook, Retire Happy U, an objection handling library with more than 100 scenarios, and a choice of subscription options.
To learn more, visit Tom Hegna's website today and explore which membership best fits your professional needs.
