Bring Tom Hegna’s “Don’t Worry, Retire Happy!” message to YOUR clients

Full-service event package featuring Tom Hegna


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What’s the ROI on hosting this event?

Take it from our friend, Todd Gaswick, who did the January 2022 event: 

  • 2 new asset based LTC cases
  • 3 new life insurance plans
  • Existing client going to use RMDs to pay for life insurance for kid – he had suggested this many times in the past!
  • Existing client – 46 year old asking for annuities (who was always a term person!)
  • Existing client – 34 year old booked appt – increased IUL premium and brought mother in for planning.

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What’s included?

  • Event hosting by Tom Hegna
  • Includes 50 tickets for ATTENDEES (not just registrants)
  • Email & social media promotion campaign
  • Personalization, compliance service, and automation of campaign
  • Registration management
  • Personalized, automated follow up
  • Additional options:
    • Additional tickets – pay only for who attends
    • Ongoing drip campaign to new leads
Tom Hegna


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What’s the process? How does this work?

Order of events

  1. Sign up
    • Your commitment: $2500* (Summer sale! $500 if you sign up by July 29, 2022.)
  2. We prep all marketing materials for you
    • Your commitment: N/a
  3. Onboarding call (we verify materials and review game plan with you)
    • Your commitment: 15-30 minutes
  4. If applicable – we submit to your compliance & make any necessary changes
    • Your commitment: N/a
  5. We automate & schedule all materials
    • Your commitment: N/a
  6. We manage RSVP’s, registration, and even host the actual event
    • Your commitment: N/a
  7. We automate follow up
    • Your commitment: N/a
  8. Review call (we discuss analytics and ongoing marketing plan)
    • Your commitment: 15-30 minutes
  9. Ongoing drip campaign to keep in touch with all your new leads (optional)
    • Your commitment: $20/mo, cancel anytime

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Need a walk-through?

We want you to make an informed decision when it comes to your marketing strategy, which is why we are hosting a half hour overview session on what to expect from this event. 

Angela will cover:

  • What is included in the event package
  • The basics of hosting the event
  • What information we need from you to get started
  • Any questions you may have!

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What will Tom be presenting?

Tom Hegna will share his tried-and-true presentation: “Don’t Worry, Retire Happy! Seven Steps to Retirement Security.” Tom will focus on 3 Main Topics – Life Insurance, Long Term Care, and Annuities. We all know retirement comes with an overwhelming amount of information for clients, and with too much information at once can come indecisiveness. Let Tom Hegna clarify and simplify retirement so your clients can be more confident in your planning meetings.

As seen on… 

Tom Hegna's Experience

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What are the details for the next event?

  • Next live event: October 27 @ 6pm CT
  • Agenda: 45min presentation & 15min Q&A session with Tom Hegna
  • Deadline to sign up to participate for maximum results: September 30, 2022
  • Upcoming events: contact us for details

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Tom Hegna is a Certified Financial Professional nationally renowned for his PBS special and articles on how to retire happy. He trains advisors around the globe on how to help their clients live happily ever after.


*Price for this event starts at $2,500 and includes up to 50 attendees. Once you reach 50, you will pay for each attendee thereafter. The replay will be made available for 7 days after the live event. Viewers of the replay during that timeframe are considered attendees. Contact us for full pricing details.