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.

Attaining What's Possible with Chris Smith
Wednesday, April 9th at 2:00 PM EST  

In this unique session, Chris Smith, founder of PSBLTY, will discuss how to stand out from the crowd and attain what's possible. Stop commodifying what you do, reach new audiences, lead others powerfully, and unlock your full potential.

The Technical Side of Whole Life Insurance (Riders, Income, Taxation and Overfunded Designs) with Tom Wall

Wednesday, April 23rd at 2:00 PM EST

Get into the weeds of whole life insurance as Tom deep dives into the technical side. This session will help you gain a comprehensive understanding of the technical nuances that can help to optimize your whole life knowledge and sales.

Leadership, Legacy and Language with Ian Freeman
Wednesday, May 7th at 2:00 PM EST  

With over $2B of life insurance death benefit in force and more than 4,500 lives, Ian has made a remarkable impact, following in the footsteps of his industry-legend father.  Learn from the very best as this veteran Northwestern Mutual advisor shares how he approaches clients to achieve exceptional success through great language, leading with integrity, and helping clients get out of their own way.

What Would The Rockefellers Do? 

Wednesday, May 21st at 2:00 PM EST

Hear Best-Selling Author Garrett Gunderson discuss many of the strategies and practices of the ultra wealthy, and how you can help your clients do the same. He'll discuss concepts from his book that thousands of advisors have used to generate leads, open conversations, and make a big impact.