Tom Hegna AI Playbook
Walk into every client meeting
with Tom in your pocket.
A mobile tool for financial professionals. Prep for a client meeting, handle an objection the moment it comes up, or ask any retirement-income question. You get Tom’s answer, his exact words where they matter, a clip of him making the point, and the proof to hand the client. Built entirely from Tom Hegna’s own training.
How it works
Tell it what's in front of you
An agent types the situation in plain words: the client they are about to meet, the objection they just heard, or any retirement-income question.
- “Meeting a married couple in their 70s tomorrow”
- “Annuities are a rip-off”
- “What is sequence-of-returns risk?”
Get Tom's answer
Instantly: how Tom would handle it, the exact words to say where it matters, a short clip of Tom on video cued to the moment he makes the point, and a verified third-party fact to back it up.
Stay accurate
Every answer is drawn only from Tom’s own material and checked against the original sources. It sounds like Tom, and it does not make things up.
What it gives you on every answer
- Client prep: describe who you are about to meet and get the angles to take, the questions to ask, and what to lead with
- Objection handling: the reframe, the exact words to say back, and the likely next objection so you stay a step ahead
- Straight answers to any retirement-income question, explained the way Tom teaches it
- A short clip of Tom making the point, cued to the exact second
- A verified, independent third-party fact to hand the client as proof
Designed mobile-first. Review it right before a meeting, or lean on it live on the phone when a question or objection comes up. Add it to your phone’s home screen and it works like an app.
Get free access
No credit card. The free plan includes 10 questions a month. Tap below, enter your email, and we will send a 6-digit code to sign in.
Prefer unlimited? Go unlimited for $97/mo or $970/yr.
For financial professionals. Sales training only; not a substitute for compliance review or suitability determination.