Capture market growth without the risk of losses
Secure a reliable income that lasts a lifetime
Protect your wealth from inflation, taxes, and market downturns
Your future deserves a plan designed for success.
The Unpredictable Nature of the Stock Market
The Persistent Threat of Inflation
The Burden of Taxes
Conventional planning methods simply don’t account for the full picture. And in retirement, the stakes are higher than ever.
The Risk of Running Out of Money
The Risk of Losing Your Lifestyle
The Risk of Not Finishing Strong
Retirement isn’t just about making ends meet. It’s about protecting your lifestyle, ensuring your legacy, and finishing strong for the people and causes you care about most.
From Receiving a Steady Paycheck to Creating Your Own Paycheck
From Fixed Timelines to Unpredictable Horizons
From Market Volatility as a Growth Tool to Market Volatility as a Threat
Suddenly, the same tools and strategies you relied on during your working years may feel like a gamble.
In 2022, the Alliance was Elton's first and only nonprofit tour partner and the sole presenting partner of his blockbuster farewell tour across North America. That experience gave us the amazing opportunity to talk with thousands of fans at more than 65 live concerts and hear from millions of Elton followers online. Through that, one thing became abundantly clear - planning for the next chapter in life was on their minds and hugely important to them.
Much like Elton, many of his fans were closing one window but making plans to open a new one. Retirement, however you define it, was something people were excited about and looking forward to. But many were also unsure of how to prepare and how to pay for what could be many decades in retirement. They needed help in figuring that out.
That's why in 2023 we're continuing our partnership with Elton and his husband David Furnish to help you make a plan for your next chapter. And together, we're spreading the word about the importance of having enough protected income to have the financial freedom to follow your Yellow Brick Road to what's next.
Elton has long advocated for human dignity and economic equality for all. And in these volatile and uncertain economic times, where uncertainty reigns, he and David want you to know the importance of having a plan that gives you greater peace of mind and certainty. Because, as Elton says, "Secure tomorrows are something we all deserve."
Instead of getting caught up in the noise, we focus on a crucial element often missing
from retirement strategies: an approach that aligns your retirement income with your
retirement lifestyle.
The common approach? Withdraw 4% of your assets in your first year of retirement, adjusting for inflation afterward.
But let’s be honest
your bucket list
If you have big plans for your next chapter, now is the time to meet with your financial professional to talk about your options. It starts by figuring out what you want your future to look like – your goals, needs and wants, and living with purpose. Knowing these things and having a plan in writing will help you decide how you’re going to pay for them and live the life you want. Your advisor can help you make a financial plan that includes protected income from an annuity so that you can have peace of mind knowing that your basics are covered and you can tackle that bucket list with confidence.
ON BEHALF OF THE ALLIANCE FOR LIFETIME INCOME, THANK YOU FOR JOINING US ON THE ELTON JOHN FAREWELL YELLOW BRICK ROAD TOUR!
We couldn’t have asked for a better crowd and hope you were able to make some unforgettable, bucket list–worthy memories. As you continue to check items off your bucket list, think about what other milestones you’d like to accomplish — from learning and developing new creative skills to seeing places you’ve wanted to visit.
Take the next step towards retirement confidence and Staying InPlay
At InPlay Retirement, we align protected growth and guaranteed lifetime income strategies to your retirement lifestyle, alleviating spending anxiety so you can embrace the future confidently.
As you enter retirement, your financial priorities shift from wealth accumulation to income creation, a critical transition that shapes your future. For success, you must feel comfortable and confident in your retirement approach.
As retirees look ahead to their financial futures, it is crucial to prioritize stable investment growth and establish dependable income sources
Integrating guaranteed lifetime income into your retirement empowers you to enjoy newfound freedom to spend your hard earned wealth confidently.
Integrating guaranteed lifetime income into your retirement empowers you to enjoy newfound freedom to spend your hard earned wealth confidently.
Optimize Your Retirement Strategy to Secure and Boost Your Income
Uncover Your Preferred Sources for Generating Retirement Income
Achieve a Seamless Balance Between Your Retirement Income Strategy and Lifestyle
Gain Assurance and Clarity in Maintaining Your Quality of Life
By protecting your income, you will experience:
Renewed optimism about your future
A sense of pride in all you've achieved
Confidence in making informed and responsible choices for your next chapter
You will take control of your retirement lifestyle, ensuring it isn’t left to chance.
Optimize Your Retirement Strategy to Secure and Boost Your Income
Uncover Your Preferred Sources for Generating Retirement Income
Achieve a Seamless Balance Between Your RetirementIncome Strategy and Lifestyle
Gain Assurance and Clarity in Maintaining Your Quality ofLife
Learn and practice the words, language stories and questions to communicate and sell complex financial instruments to the clients who need them the most. Real time solutions to handle every objection, close every case.
Prepare for specific client meetings and cases with Coach Tom Hegna, and get set up every week to sell the best insurance and annuities programs for your clients so you can help them retire happy.
Private member access where prospects and clients can go to understand the latest math and science for using life insurance, annuities and long term care insurance in their retirement planning to create an optimal portfolio.
It's all here: Training to help you with your skills. Coaching for pre-meeting preparation. Education for your clients.
Tracking and analytics to gainImage the intelligence you need to win.
There are optimal ways to communicate, educate, overcome objections, close, sell and write policies. These aren’t just idea’s. These skills, techniques and methods have been carefully curated from the very best and put to the test. They are based on actual real world experiences, thousands of transactions, and backed by math and science.
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pay as you go
$97
2 months free
$970
pay once, never expires
$1997
Daily skills training and motivation
Weekly virtual pre-meeting and post-meeting coaching
Tom’s best closes and techniques for overcoming objections
Tom’s best words, questions and language for presenting annuities and life insurance products
Fast start kick off call to get you winning with the program
Provision private member access for you best prospects on Retire Happy U
Manage your private members, and use in depth analytics to gain insights
Special webinars throughout the year
Access to toll free number for assistance
Annual economic commentary
Annual updated Social Security Guide for Clients (PDF)
Retirement Alpha Guide (PDF)
Full-length "Don't Worry, Retire Happy! Seven Steps To Retirement Security" PBS Special (video)
Full-Length "Tom Hegna Talks About Guaranteed Lifetime Income" (video)
24/7 access from any web enabled device
Hegna's Hotseat monthly perspective on the financial services industry
Official Tom Hegna Certification upon successful program completion
See a full outline of the courses, content and topics covered inside the program.
Train your entire organization with Tom Hegna On Demand. Use the live chat to request pricing and demo.
Earn Tom Hegna Certification through successfully completing over 100 interactive instructional courses and coaching.
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