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?
Get our FREE Strategies & Insights
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:
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.
Optimizing Wealth & Protection using Whole Life Insurance with Randy Fine
Wednesday, January 15th at 2:00 PM EST
Randy Fine, President of Robert Fine & Associates, has earned national recognition as one of Forbes' Top 100 Financial Security Professionals for 2024. In this session, Randy will share his proven strategies and insights on integrating whole life insurance into comprehensive financial plans. He’ll also reveal his tips and tactics to effectively position and sell whole life insurance, helping you achieve greater success in placing policies.
WHAT are you waiting for???
Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
