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.

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.

Living Benefits: Understanding Dividends, Loans, and Surrenders with Tom Wall 

Wednesday, December 18th at 2:00 PM EST

Tom Wall delves into policy loan provisions, dividends, surrenders, and strategies for showcasing the living benefits of whole life insurance through all stages of life and key financial milestones. Mastering these concepts is essential if you’re advising clients to make significant financial commitments to this type of plan.

Tom's Top 5 Ideas for a Fast Start in 2025 

*Special Time Due to Holiday*

Thursday, January 2nd at 2:00 PM EST

NOW is the perfect time to connect with clients and start scheduling meetings that will build momentum and set a strong foundation for success in 2025. In this session, Tom Wall will explore even more compelling reasons to reach out, engage clients, and fill your calendar for the new year. Tom will share his top sales ideas to ensure you’re well-positioned to hit the ground running and make 2025 a breakthrough year.