Tom Hegna
President at TomHegna.com- Claim this Profile
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German Professional working proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Kobus Kleyn CFP® .
In my extensive experience in the financial profession, I have seldom encountered an individual with the unparalleled expertise, steadfast commitment, and tremendous impact that Tom Hegna embodies. Tom's credentials as a retirement expert, economist, and best-selling author are just the starting points of his illustrious career. His reach extends far and wide, as demonstrated by his PBS TV Special, "Don't Worry, Retire Happy," reaching over 80 million homes in the US and Canada. His membership in the "Million Dollar Speakers Group" of the National Speakers Association places him among the elite in the global speaking community. His multibillion-dollar impact on the Insurance Profession in the US and Canada is extraordinary, and his ability to elucidate the critical role of insurance products in addressing retirement risks is grounded in solid mathematics and science, not mere opinions. Tom's accolades, including his inductions into the Louisiana and Arizona NAIFA Halls of Fame and his training of over 300,000 Financial Advisors, underscore his extensive contribution to the financial profession. His significant engagements, including appearances at MDRT, NAIFA, and GAMA/LAMP events, among many others, are further proof of his influential presence. Through resources such as the webinars available on www.tomhegna.com/webinars, Tom continues to educate and inspire others within the profession. Tom’s influence on the financial profession is both vast and profound. His contributions are invaluable, and his commitment unwavering. I unequivocally commend him for his excellence and relentless pursuit of value and growth within the financial profession. Kobus Kleyn CFP
John Haas
Being connected with Tom has produced several 'thought connections' and Tom is a valuable consultant to many.
Kobus Kleyn CFP® .
In my extensive experience in the financial profession, I have seldom encountered an individual with the unparalleled expertise, steadfast commitment, and tremendous impact that Tom Hegna embodies. Tom's credentials as a retirement expert, economist, and best-selling author are just the starting points of his illustrious career. His reach extends far and wide, as demonstrated by his PBS TV Special, "Don't Worry, Retire Happy," reaching over 80 million homes in the US and Canada. His membership in the "Million Dollar Speakers Group" of the National Speakers Association places him among the elite in the global speaking community. His multibillion-dollar impact on the Insurance Profession in the US and Canada is extraordinary, and his ability to elucidate the critical role of insurance products in addressing retirement risks is grounded in solid mathematics and science, not mere opinions. Tom's accolades, including his inductions into the Louisiana and Arizona NAIFA Halls of Fame and his training of over 300,000 Financial Advisors, underscore his extensive contribution to the financial profession. His significant engagements, including appearances at MDRT, NAIFA, and GAMA/LAMP events, among many others, are further proof of his influential presence. Through resources such as the webinars available on www.tomhegna.com/webinars, Tom continues to educate and inspire others within the profession. Tom’s influence on the financial profession is both vast and profound. His contributions are invaluable, and his commitment unwavering. I unequivocally commend him for his excellence and relentless pursuit of value and growth within the financial profession. Kobus Kleyn CFP
John Haas
Being connected with Tom has produced several 'thought connections' and Tom is a valuable consultant to many.
Kobus Kleyn CFP® .
In my extensive experience in the financial profession, I have seldom encountered an individual with the unparalleled expertise, steadfast commitment, and tremendous impact that Tom Hegna embodies. Tom's credentials as a retirement expert, economist, and best-selling author are just the starting points of his illustrious career. His reach extends far and wide, as demonstrated by his PBS TV Special, "Don't Worry, Retire Happy," reaching over 80 million homes in the US and Canada. His membership in the "Million Dollar Speakers Group" of the National Speakers Association places him among the elite in the global speaking community. His multibillion-dollar impact on the Insurance Profession in the US and Canada is extraordinary, and his ability to elucidate the critical role of insurance products in addressing retirement risks is grounded in solid mathematics and science, not mere opinions. Tom's accolades, including his inductions into the Louisiana and Arizona NAIFA Halls of Fame and his training of over 300,000 Financial Advisors, underscore his extensive contribution to the financial profession. His significant engagements, including appearances at MDRT, NAIFA, and GAMA/LAMP events, among many others, are further proof of his influential presence. Through resources such as the webinars available on www.tomhegna.com/webinars, Tom continues to educate and inspire others within the profession. Tom’s influence on the financial profession is both vast and profound. His contributions are invaluable, and his commitment unwavering. I unequivocally commend him for his excellence and relentless pursuit of value and growth within the financial profession. Kobus Kleyn CFP
John Haas
Being connected with Tom has produced several 'thought connections' and Tom is a valuable consultant to many.
Kobus Kleyn CFP® .
In my extensive experience in the financial profession, I have seldom encountered an individual with the unparalleled expertise, steadfast commitment, and tremendous impact that Tom Hegna embodies. Tom's credentials as a retirement expert, economist, and best-selling author are just the starting points of his illustrious career. His reach extends far and wide, as demonstrated by his PBS TV Special, "Don't Worry, Retire Happy," reaching over 80 million homes in the US and Canada. His membership in the "Million Dollar Speakers Group" of the National Speakers Association places him among the elite in the global speaking community. His multibillion-dollar impact on the Insurance Profession in the US and Canada is extraordinary, and his ability to elucidate the critical role of insurance products in addressing retirement risks is grounded in solid mathematics and science, not mere opinions. Tom's accolades, including his inductions into the Louisiana and Arizona NAIFA Halls of Fame and his training of over 300,000 Financial Advisors, underscore his extensive contribution to the financial profession. His significant engagements, including appearances at MDRT, NAIFA, and GAMA/LAMP events, among many others, are further proof of his influential presence. Through resources such as the webinars available on www.tomhegna.com/webinars, Tom continues to educate and inspire others within the profession. Tom’s influence on the financial profession is both vast and profound. His contributions are invaluable, and his commitment unwavering. I unequivocally commend him for his excellence and relentless pursuit of value and growth within the financial profession. Kobus Kleyn CFP
John Haas
Being connected with Tom has produced several 'thought connections' and Tom is a valuable consultant to many.
Credentials
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Chartered Advisor for Senior Living®
The American College of Financial ServicesFeb, 2006- Nov, 2024 -
Chartered Financial Consultant®
The American College of Financial ServicesFeb, 1996- Nov, 2024 -
Chartered Life Underwriter®
The American College of Financial ServicesFeb, 1996- Nov, 2024
Experience
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TomHegna.com
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United States
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Professional Training and Coaching
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1 - 100 Employee
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President
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Aug 2011 - Present
TomHegna.com has a a single mission: To help the worlds population retire happy. TomHegna.com was created to educate those who want to retire happy, and to teach financial professionals who want to help others retire happy in the math and science behind retiring with confidence, joy and guaranteed lifetime income. Products and services: books, audio programs, video programs, easy to understand guides and white papers, online training & coaching programs, and keynote speaking for industry associations, independent practices and Fortune 500 companies around the world. Show less
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Alliance for Lifetime Income
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United States
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Financial Services
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1 - 100 Employee
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Senior Education Advisor
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Jan 2020 - Present
Provides advice, written and video material supporting the mission of The Alliance for Lifetime Income a 501c3 Non Profit organization. An organization committed to helping retirees retire with Protected Lifetime Income. Provides advice, written and video material supporting the mission of The Alliance for Lifetime Income a 501c3 Non Profit organization. An organization committed to helping retirees retire with Protected Lifetime Income.
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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First Vice President
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Jul 1996 - Jul 2011
Senior Executive Officer and National Sales Manager for New York Life's Retirement Income Security Department. Was responsible for over 5 Billion of sales in Annuities, Life Insurance, Long Term Care Insurance and Mutual Funds. Responsible for all of the Annuity, Mutual Fund and Long Term Care wholesalers in Agency. Helped develop product enhancements and marketing strategies that took Lifetime Income Annuity Sales from $100 million to over $2 billion. Senior Executive Officer and National Sales Manager for New York Life's Retirement Income Security Department. Was responsible for over 5 Billion of sales in Annuities, Life Insurance, Long Term Care Insurance and Mutual Funds. Responsible for all of the Annuity, Mutual Fund and Long Term Care wholesalers in Agency. Helped develop product enhancements and marketing strategies that took Lifetime Income Annuity Sales from $100 million to over $2 billion.
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US Army
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United States
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Armed Forces
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700 & Above Employee
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Lieutenant Colonel
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1983 - 2006
22 1/2 years of meritorious service culminating in commanding the 301st Military Intelligence Battalion supporting counter terrorism operations in SE Asia. Additional assignments included Operations Officer, Intelligence Officer and 2 Company Command Assignments including B Company 107th MI Battalion. Also served in the 3rd Infantry Division while stationed in West Germany. 22 1/2 years of meritorious service culminating in commanding the 301st Military Intelligence Battalion supporting counter terrorism operations in SE Asia. Additional assignments included Operations Officer, Intelligence Officer and 2 Company Command Assignments including B Company 107th MI Battalion. Also served in the 3rd Infantry Division while stationed in West Germany.
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MetLife
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United States
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Insurance
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700 & Above Employee
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Agent, Managing Partner, National VUL Sales Manager
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Jul 1989 - Jul 1996
Qualified for MDRT each year as an agent. Qualified for Managers Council (top 5% Nationally) as a Branch manager. Trained over 10,000 MetLife agents and took VUL sales to levels never reached before. Qualified for MDRT each year as an agent. Qualified for Managers Council (top 5% Nationally) as a Branch manager. Trained over 10,000 MetLife agents and took VUL sales to levels never reached before.
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Education
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1979 - 1983
North Dakota State University
BA (3), Economics, Business Admin, German -
1975 - 1979
Glenwood High School
Community
