Nobody knows retirement income planning better than Tom Hegna. As a former First Vice President at New York Life, he has dominated the main platform of all the biggest venues in the financial services industry, electrifying top producers worldwide. Yielding unsurpassable expertise and boasting a record of over 2,000 seminars, his words have literally had a multi-billion dollar impact on the industry.
Tom specializes in simplifying retirement solutions so advisors don't even have to sell—they just have to show. He has the unique ability to pump up a crowd and give them easily digestible solutions to complex problems using a variety of financial products such as annuities, life insurance, and mutual funds.
When Tom first began his career in insurance, he brought with him a fiery, contagious, and relentless energy that would transform the entire industry. Possessing an extraordinary drive for success, Tom qualified for membership into the Million Dollar Round Table during each of his first three years with MetLife. He also qualified four times for the MetLife President's Conference and received the National Quality Award and the National Sales Achievement Award. In 1992, Tom placed over 425 policies. Combining his knack for selling with hard work and a deep understanding of financial products, Tom went on to become the National Marketing Manager for Variable Life Products and trained over 10,000 agents.
In 1994, Tom was named Agency Manager for the Chandler, Arizona agency and qualified for the Manager's Council, an elite leadership group reserved for the top five percent company-wide. Obtaining his CLU and ChFC designations from the American College, Tom joined New York Life in 1996 and was named Director of Annuity Sales for the West Central Zone. He became a Regional Manager for the Annuity Wholesaling team in 2002. And in 2006 Tom became the National Manager for all of the Annuity and Mutual Fund wholesalers. Last year, all of the LTC wholesalers reported to Tom as well, and this team of nearly 100 professionals set sales records in all product lines.
Climbing the corporate ladder, Tom reached the position of Vice President at New York Life in March of 2006 and First Vice President in 2010. He took full advantage of his management role by giving over 2,000 seminars and 3,000 agent-training sessions nationwide, as well as growing agent investment sales to over $5 billion.
When New York Life began its focus on Lifetime Income Annuities in the early 2000's, Tom gave the first presentation. At that time sales were $100 million. Last year, sales were $2 billion. Tom's unrelenting advocacy for product changes, illustration enhancements, use of technology for training, and a focus on simple sales ideas led to a 27% market share within just a few short years. He has subsequently shared his insights at the top industry meetings across the globe.
Samples of Tom’s speaking engagements include: Main Platform at MDRT Annual, Top of the Table, and Experience; Main Platform for NAIFA; Main Platform for the Society of Financial Services Professionals; the National AALU meeting; and Boomertirement Road Shows (across the country).
In 2011, Tom retired from New York Life to dedicate himself full-time to speaking, training, and consulting with financial advisors on how to best optimize client portfolios and provide retirement solutions for life. That same year, he published his first book, Paychecks and Playchecks: Retirement Solutions for Life.
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