National Association of Insurance and Financial Advisors

Four Simple Steps to Retiring Happily Ever After

As recommended in Advisor 2020, one of the primary market drivers that will shape advisors' practice in 2020 is Baby Boomers and the New Retirement Culture. In this webinar, Tom Hegna, CLU, ChFC, CASL shows how to retire happily ever after using these 4 simple steps:
  1. Cover your basic expenses with guaranteed lifetime income, Tom will discuss how you can take the 5 key retirement risks off the table
  2. Optimize the remainder of your portfolio to protect against inflation
  3. Have a plan for long-term-care
  4. Leave a legacy to future generations efficiently