Friday, July 18, 2025
12:00 p.m. CT / 1:00 p.m. ET
Join us as acclaimed retirement expert Tom Hegna shares practical strategies to help your clients achieve financial independence–and equips you with tools to help grow your business. These tips will not only help your clients to build wealth but may also contribute to their greater happiness and longevity.
You'll discover the precise words, questions, and stories that truly connect with clients and motivate them to act. Tom will break down complex financial products using simple, relatable examples, making it easier for you to show their value to clients at any stage of their financial journey. Whether your clients are new or have significant assets, Tom will help you guide them to get the most benefits with the least risk.
This webinar is for financial professionals only.
President • TomHegna.com
Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. 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 Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books: (1) Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold; (2) Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country; (3) Paycheques and Playcheques, Retirement Solutions for Canadians; (4) Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television special that has played in over 80 million homes in the US and Canada; and most recently, (5) Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians. Tom specializes in creating simple and powerful retirement solutions based on math and science–not opinions.
VP, Divisional Sales Manager (West Region) • Jackson National Life Distributors LLC
With more that 25 years of experience to guide her, Michelle oversees the management of Jackson representatives in the West Region. She instills in her team a commitment to providing the best in customer service and equips them with the tools they need to help Jackson's financial professionals find effective, customizable strategies for their clients.
Michelle joined Jackson in 1996 and has held internal sales, advanced markets, service management, and external sales positions. Demonstrating performance excellence, she was named Wholesaler of the Year for the Midwest region in 2008 and 2011, and also served on Jackson's Leaders Council in 2009, 2024, and 2025. Michelle was promoted to her current role as VP, Divisional Sales Manager in December 2011. In addition, Michelle holds the honor of being a member of Jackson's exclusive Red Jacket Club for achieving $1 billion in sales.
A graduate of the University of California–Los Angeles, she holds FINRA Series 6, 26, and 63 registrations, and a Life license. Michelle lives in Parker, Colorado with her husband and two daughters.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. Products and features may be limited by state availability, and/or your selling firm's policies and regulatory requirements (including standard of conduct rules). Contact Jackson for more information.
Tom Hegna and TomHegna.com are not affiliated with Jackson National Life Distributors LLC.