Invite your clients to see Tom Hegna present LIVE
Let Tom educate your clients
Let Tom do the talking so you can do the selling!
Save Money and Time
Seminars are time-consuming and expensive, let alone Tom's hefty speaking fee. This package includes everything, start to finish.
Sign up today:
Package details below!
Here's what to expect:
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.
MARKETING
All marketing materials are included - social media, emails, and a poster to share in your lobby. Social media & emails will be branded to you, compliance approved, and scheduled out for you, in that order.
EXECUTION
Event marketing, registration tracking, confirmation email, reminders, hosting are all taken care of. You'll receive weekly status updates and have multiple calls with our team to keep you in the loop and share ideas on how to get more people to your event.
FOLLOW UP
Attendees will receive a custom email with a call-to-action to schedule time with you. Registrants who missed the live session will be reminded they have 7 days to still see Tom's session. All prospects will be added to an ongoing drip campaign to keep you top-of-mind when the timing's right.
What's the process? How does this work?
Our Commitment
- All marketing material prep
- Call to verify material & review game plan
- Submit to your compliance & make any necessary changes (if applicable)
- Automate & schedule all materials
- Manage RSVPs, registration, and hosting
- Automate follow up
- Call to review analytics and ongoing marketing plan
- Ongoing drip campaign to keep in touch with all of your new leads (optional)
Your Commitment
- N/A
- 15-30 minutes
- N/A
- N/A
- N/A
- N/A
- 15-30 minutes
- $20/mo, cancel any time (optional)
Looking for a walkthrough?
Here's the value.
This entire concierge event package is only $500, and includes up to 50 attendees.
You read that right - we are NOT charging you for everyone who registers - JUST the people who watch the webinar with Tom and receive his message and are more likely to take action with you right away!
Tom's speaking fee alone is usually $8,000 - $20,000 + expenses, so just having Tom speak alone makes it worth it.
Planning an event takes 10 - 30 hours, so just having Real Wealth® take care of the logistics saves you thousands of dollars in lost time.
Following up with leads takes 4 - 10 hours, and let's be honest - are you doing it consistently? Real Wealth® will automate the follow up process so that the time you DO spend on follow up is spent on only the hot leads who are most likely to say 'yes' to an appointment.
"I've been planting these seeds. This webinar watered and added the miracle gro!”
- Todd Gaswick, La Vista, NE, January 2022 Event.
The ROI Todd confirmed he received:
- 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.
Here's why it works.
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!
His "Don't Worry, Retire Happy!" talk was made famous for his simple, effective, and energetic way of explaining the 7 steps to a happy retirement.
Tom knows how to communicate with consumers.
Let him do the talking so you can do the selling! Plus, using his presentation allows you to 'borrow' his brand and credibility for your own business. If your clients hear the message from you, great! But if they hear it from you, AND they hear it from the 'retirement expert' who was on PBS, that's when clients feel confident that they're doing the right thing by scheduling time with you!.
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