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:
Legacy & Tax Planning with Tom Wall
Wednesday, November 20th at 2:00 PM EST
Last Call! The Tax Cuts and Jobs Act (TCJA) provisions are set to expire at the end of 2025, meaning potential changes to tax rates are on the horizon. For many clients, one of the biggest concerns is whether marginal income tax rates will rise or fall. The good news? There's still time to act. Join Tom as he breaks down essential planning strategies to help your clients navigate these upcoming changes and take informed action.
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.
WHAT are you waiting for???
Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
