Trusted by
1,570
+
Top Advisors
Trusted by
1,570
+
Top Advisors
Become a
Top 1% Advisor
Become a
Top 1% Advisor
Become a
Top 1% Advisor
Join the premier mastermind focused exclusively on growing your whole life business. Accelerate your growth, stop missing opportunities, add new revenue, and start closing faster – alongside the best in the business.
WHAT IS WHOLE LIFE MASTERMINDS?
WHAT IS WHOLE LIFE MASTERMINDS?
Premier Mastermind
For Financial Advisors
Premier Mastermind
For Financial Advisors
Premier Mastermind
For Financial Advisors
Premier Mastermind
For Financial Advisors
1,600+
Active Members
1,600+
Active Members
1,600+
Active Members
1,600+
Active Members
100+
Active Firms
100+
Active Firms
100+
Active Firms
100+
Active Firms
WHAT HAPPENS WHEN YOU JOIN?
WHAT IS WHOLE LIFE MASTERMINDS?
WHAT HAPPENS WHEN YOU JOIN?
Turn Your Missed Opportunities into High-Ticket Premiums
No more guessing. No more doubts. No more losing your biggest clients to “I need to think about it.”
Learn Exact Language to Close Deals
Stop winging it. Speak with confidence and conviction to approach any client.
Expert Education
Stop winging it. Speak with confidence and conviction to approach any client.
Learn Exact Language to Close Deals
Stop winging it. Speak with confidence and conviction to approach any client.
Learn Exact Language to Close Deals
Stop winging it. Speak with confidence and conviction to approach any client.
Write Bigger Cases
Improve your acumen so you can handle any case that comes your way.
Proven Systems & Strategies
Improve your acumen so you can handle any case that comes your way.
Write Bigger Cases
Improve your acumen so you can handle any case that comes your way.
Write Bigger Cases
Improve your acumen so you can handle any case that comes your way.
Get In Front of A+ Clients Consistently
Discover what top performers are doing to land more high-quality clients and prospect up.
Regular Expert Sessions
Discover what top performers are doing to land more high-quality clients and prospect up.
Get In Front of A+ Clients Consistently
Discover what top performers are doing to land more high-quality clients and prospect up.
Get In Front of A+ Clients Consistently
Discover what top performers are doing to land more high-quality clients and prospect up.
WHAT TOP FIRMS SAY
WHAT TOP FIRMS SAY
Why Top Firms Trust
Whole Life Masterminds
for Their Advisors
From junior reps to seasoned producers, Whole Life Masterminds helps entire teams maximize their opportunities with proven systems and sales strategies.
"After the last session one of my 20-year veteran wealth management advisors said, 'that was the best hour I've ever spent learning about whole life."
Greg Cohn
CEO of MassMutual Northern California
"Tom has done a fantastic job at curating timely and relevant content for current markets, presented thought leadership around cash value life insurance in a fresh way, and provided meaningful mindset learning."
Bernadette Girvin
CEO Gambin Financial Group
"I was really impressed with the calibre of people that were here.. The advisors were all focused on growth which I absolutely love."
Kristin Andree
Founder, My FA Coach
WHAT YOU'LL LEARN FROM THE TOP 1%
WHAT IS WHOLE LIFE MASTERMINDS?
WHAT YOU'LL LEARN FROM THE TOP 1%
The Fast-Track System to
Sell More Whole Life Insurance with Conviction
Master the language, conviction, and mindset that sets the top 1% apart from the rest.
FOUNDATION #1
FOUNDATION #1
Learn to Speak the Language
That Closes Cases
Learn to Speak the Language
That Closes Cases
Use clear, proven sales language that helps clients instantly understand the value of Whole Life insurance.
Use clear, proven sales language that helps clients instantly understand the value of Whole Life insurance.
FOUNDATION #2
FOUNDATION #2
Master the Science That Positions Whole Life Insurance
Master the Science That Positions Whole Life Insurance
Master the Science That Positions Whole Life Insurance
Let the math do the talking. Help clients feel confident in saying “yes.”
Let the math do the talking. Help clients feel confident in saying “yes.”
Let the math do the talking. Help clients feel confident in saying “yes.”
FOUNDATION #3
FOUNDATION #3
The Best Speakers You've Ever Heard at a Conference, All in One Place
The Best Speakers You've Ever Heard at a Conference, All in One Place
Surround yourself with elite like-minded advisors to stay consistent with ongoing trends and changes in the industry.
Surround yourself with elite like-minded advisors to stay consistent with ongoing trends and changes in the industry.
MEET YOUR MENTOR
WHAT IS WHOLE LIFE MASTERMINDS?
MEET YOUR MENTOR
Tom Wall, Ph.D.
Tom Wall, Ph.D.
Tom Wall, Ph.D.
Tom Wall has spent the entirety of his 22-year career positioning whole life insurance and competing against its alternatives. 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 14 & 11, and is an avid golfer and traveler.
Tom Wall has spent the entirety of his 22-year career positioning whole life insurance and competing against its alternatives. 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 14 & 11, and is an avid golfer and traveler.
Founder
Founder
Creator of Whole Life Masterminds, designed to equip serious advisors with elite strategy, training, and support.
Creator of Whole Life Masterminds, designed to equip serious advisors with elite strategy, training, and support.
Author
Author
Wrote Permission to Spend, a breakthrough book reframing retirement income and whole life insurance through a modern lens.
Wrote Permission to Spend, a breakthrough book reframing retirement income and whole life insurance through a modern lens.
Speaker
Speaker
Has trained thousands of advisors nationwide—blending product expertise with powerful, easy-to-remember narratives.
Has trained thousands of advisors nationwide—blending product expertise with powerful, easy-to-remember narratives.
Consultant
Consultant
Works directly with financial firms to build clarity, confidence, and compelling strategies that grow results fast.
Works directly with financial firms to build clarity, confidence, and compelling strategies that grow results fast.
WHAT YOU'LL GET INSIDE
WHAT YOU'LL GET INSIDE
Everything You Need to
Accelerate the Growth of
Your Whole Life Sales
Everything You Need to
Accelerate the Growth of
Your Whole Life Sales
Inside Whole Life Masterminds, you’ll start seeing results from day one.
Bi-Weekly Live Interactive Sessions
Stay sharp with ongoing strategies from top 1% producers and industry experts.
Bi-Weekly Live Interactive Sessions
Stay sharp with ongoing strategies from top 1% producers and industry experts.
Bi-Weekly Live Interactive Sessions
Stay sharp with ongoing strategies from top 1% producers and industry experts.
Exclusive Advisor Access
Learn directly from a Ph.D. who’s trained thousands.
Exclusive Advisor Access
Learn directly from a Ph.D. who’s trained thousands.
Exclusive Advisor Access
Learn directly from a Ph.D. who’s trained thousands.
Proven Sales Language That Closes
Research-based data that drives sales and conviction.
Proven Sales Language That Closes
Research-based data that drives sales and conviction.
Proven Sales Language That Closes
Research-based data that drives sales and conviction.
Exclusive Discounts to Live Events
Get first-look deals on private in-person events.
Exclusive Discounts to Live Events
Get first-look deals on private in-person events.
Exclusive Discounts to Live Events
Get first-look deals on private in-person events.
Step-by-Step Strategies
Go from confusion to confidence with actionable tactics.
Step-by-Step Strategies
Go from confusion to confidence with actionable tactics.
Step-by-Step Strategies
Go from confusion to confidence with actionable tactics.
Get the Keys to the Vault
Get instant access to 3+ years of recorded sessions, tools, & resources.
Get the Keys to the Vault
Get instant access to 3+ years of recorded sessions, tools, & resources.
Get the Keys to the Vault
Get instant access to 3+ years of recorded sessions, tools, & resources.
INSTRUCTORS
INSTRUCTORS
Just a Small Sample of the Extraordinary Industry Leaders You'll Learn From
Emulate their success by getting in the same room with an ever-changing facilty of people doing things at the highest level.
WHY WE'RE DIFFERENT
WHY WE'RE DIFFERENT
What Makes Whole Life Masterminds Different?
See why top advisors swtich to Whole Life Masterminds:
Other Programs
Other Programs vs.
Whole Life Masterminds
Generic sales training across all products
100% focused on participating whole life insurance
Led by wholesalers or managers
Led by a Ph.D. and Best-Selling Author
One-time workshops with no follow-up
Bi-weekly live sessions with top 1% producers and influencers
Static content, outdated examples
Up-to-date insights, concepts, and sales language
Self-study videos with no support
Active advisor-only exclusive network
Light on strategy, heavy on hype
Research-based language that drives sales
WHAT TOP ADVISORS SAY
WHAT TOP ADVISORS SAY
Why Advisors
Keep Coming Back
Hear from advisors who’ve accelerated their growth and stopped missing opportunities:
"Tom Wall and his groundbreaking Whole Life Masterminds has not only elevated my professional acumen but has deeply enriched my personal life."
Landon Archangelo
Financial Advisor
"Whole Life Masterminds has given me the confidence and resources to take my practice to the next level."
Phil Held
Financial Advisor
"I've learned more about the proper use of whole life insurance in a financial plan from Tom Wall than any anyone else in my 25 years in the financial services industry."
Tony Delumen
Top 1% Wealth Management Advisor
"I've participated in numerous training programs, always seeking different perspectives on our business. However, I've learned that quality trumps quantity and now focus solely on Whole Life Masterminds."
Brandon Hinneberg
Financial Advisor
FAQs
FAQs
What Advisors Want to Know Before They Join
We’ve answered every concern, from “What if I’m new?” to “Will this work in my market?”
Is WLMM just for new advisors?
Not at all. WLMM is designed for committed professionals—whether you're just adding whole life to your toolkit or scaling your practice to seven figures and beyond.
How much time does it take each week?
WLMM is built for busy advisors. Most members invest 1–2 hours weekly and see compounding results over time.
Do I need to be a top producer already?
No. You need to be a serious advisor looking to grow. That’s it. If you’re ready to learn, execute, and level up—WLMM is built for you.
What if I can’t attend the live sessions?
No problem. Every session is recorded and available on-demand so you can learn on your schedule. Many members catch replays and still see incredible results.
How is this different from other industry trainings?
Most programs stop at theory or product training. WLMM goes deeper—with real-world sales language, strategic coaching, and a high-level community that actually helps you grow. It’s mentorship, not just modules.