We are thrilled to have Tom Hegna, past Senior Vice President of New York Life’s Annuity division on to discuss how to Retire Happy, regardless of your age. In the Third Episode, Tom gives you insights into what you should do, when you should do it, and what PRODUCTS, you should have to retire HAPPY. P.S. If you want to learn more for your specific situation, click on the form to the right to have your “Perfect Plan” designed based upon your goals.
Some highlights from Episode 3:
Tom:
"I tell people long-term care insurance isn't about you it's about your family."
"The research that I read is very positive on annuities I cannot find I cannot find a PhD who has studied retirement that is negative on annuities."
"So it's about blending it properly using the right club at the right time and the right product at the right time."
Learn More About Schiff Executive Benefits:
Full Video Episode:
https://schiffbenefits.com/retire-happy-regardless-of-your-age/
Learn More About Tom Hegna:
https://tomhegna.com/