Tom Wall has spent the entirety of his 21-year career positioning whole life insurance and competing against his alternative.  Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership.  In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide.  Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space.  Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.”  Tom lives in the greater Boston area with his two sons age 13 & 10, and is an avid golfer and traveler.

Don't Tax Me Bro! with Kuldeep Madan & Joe Gaglio
Wednesday, October 23rd at 2:00 PM EST  

*Special 90 Minute Session*

Ever wondered how top advisors consistently close six or seven-figure premium deals? This is your chance to find out. In an exclusive 90-minute session, you'll have the opportunity to learn from two industry leaders: Premium Finance specialist Kuldeep Madan and Qualified Plan Design expert Joe Gaglio. These seasoned professionals will share their insider strategies, techniques, and real-world experiences that have made them highly respected figures in their fields. Don't miss this opportunity to gain valuable insights that could elevate your own success to the next level.

Integrating Whole Life Insurance for Optimal Outcomes with Marty Nachemson

Wednesday, November 6th at 2:00 PM EST

Marty Nachemson, Founder and Managing Partner of Prosperian Wealth, is a distinguished financial advisor recognized as one of New York's best and a Top 100 nationwide by Forbes Financial Security Professionals in 2023. He will share his expertise in holistic financial engineering and how he guides clients toward their financial aspirations.

Legacy & Tax Planning with Tom Wall 

Wednesday, November 20th at 2:00 PM EST

Last Call! The Tax Cuts and Jobs Act (TCJA) provisions are set to expire at the end of 2025, meaning potential changes to tax rates are on the horizon. For many clients, one of the biggest concerns is whether marginal income tax rates will rise or fall. The good news? There's still time to act. Join Tom as he breaks down essential planning strategies to help your clients navigate these upcoming changes and take informed action

The Words and Language of Life Insurance with Tom Hegna
Wednesday, December 4th at 2:00 PM EST

Renowned author, speaker, and economist Tom Hegna will cover essential strategies for selling various types of life insurance, tailored to your clients' unique needs. He'll break down the nuances of popular life insurance products in simple terms, providing actionable tips on how to sell to different client profiles. You’ll learn effective storytelling techniques to demonstrate the need for insurance, powerful language for handling objections, methods to calculate appropriate coverage, and ways to optimize client portfolios to guard against both inflation and deflation.