Monthly Archives: June 2021

20. Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , ,

While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components.

In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income and taxes to life insurance, healthcare, and more, Tom shares his best advice so that you, too, can become a retirement expert like him.

Tom discusses:

  • Why retirement doesn’t have to be difficult nor complicated 
  • Reasons advisors should talk about tax diversification with clients
  • Considerations for the 4% rule
  • The three levels of a fiduciary and how to tackle misinformation around them 
  • Why you might want to leave your children life insurance rather than money
  • And more!

Resources:

Connect with Tom Hegna:

Check out Tom’s books:

Connect with Jack Martin:

About our Guest:

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert.

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars and has condensed his knowledge into five different books. 

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19. Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , ,

Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors?

Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with Genivity’s founder and CEO, Heather Holmes. Heather explains how Genevity uses a scientific and health approach to develop personalized financial and longevity projections for advisors based on clients’ lifestyle and goals.

Heather discusses:

  • The tools and techniques used to create financial and longevity projections for clients 
  • How advisors and their clients can benefit from Genivity as a technological, data-driven, and digital platform 
  • Ways Genivity can help you optimize and be in control of your health and lifestyle 
  • How the InsurMark team integrates Genivity within their longevity conversations with clients 
  • And more!

Resources:

Hear Heather talk about how to use HALO to grow your business at InsurMark’s Ultimate Social Security Biz Builder event on June 22 at 11 AM CT.

Connect with Heather Holmes:

Connect with InsurMark:

About our Guest:

Heather Holmes is Genivity’s founder and CEO. Heather leads the firm’s vision and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing, and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.

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