The ONLY Resource focused exclusively on growing your Whole Life business.
Accelerate your growth.
Stop missing opportunities.
Add new revenue.
Replicate the best of the best.
ADVISORS: Are you looking to ACCELERATE your Whole Life Sales in 2024?
Are missed opportunities holding you back?
Are fears, doubts, or uncertainties keeping you from your unique potential?
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Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
ARE YOU MISSING OUT???
Our exclusive, one-of-a-kind program gives you access to THE top producers in the whole life space, along with thought leaders, academics, and other industry influencers.
Get our FREE Strategies & Insights
Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
Put a Ph.D. with 21 years of experience on YOUR team.
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.
What's Coming to Whole Life Masterminds:
Money Isn’t Math – The Psychology Behind Financial Decisions with Ande Frazier
Wednesday, March 12th at 2:00 PM EST
As insurance professionals, we know that financial planning isn’t just about numbers—it’s about people. Our clients’ thoughts, feelings, and deeply held beliefs shape how they make financial decisions, often more than the math itself. Join us for an insightful hour with Ande Frazier, a leading expert in behavioral finance, as she breaks down how to uncover and address the money stories and maxims that influence client decision-making. You’ll walk away with practical strategies to help clients move past limiting beliefs and take meaningful action toward financial security.
Competing Against Universal Life with Tom Wall
Wednesday, February 26th at 2:00 PM EST
Understanding permanent life insurance can be complex, especially with various Universal Life options like CAUL, VUL, IUL, and GUL. How do they compare to Whole Life Insurance? In this session, Tom will break down each policy type, examining their unique features, potential drawbacks, and how they stack up against Whole Life Insurance.
WHAT are you waiting for???
Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
