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:
Freedom through Financial Planning with Tim Mulroy
Wednesday, January 29th at 2:00 PM EST
Tim Mulroy, Co-Founder of Wealth Coast and former Managing Partner of Northwestern Mutual Orange County, will join us. A perennial Forum qualifier with numerous awards and recognitions, Tim brings a wealth of experience. He will share his financial planning expertise and insights on how he works with closely held business owners and ambitious professionals to help them achieve their goals.
Whole Life as a Volatility Buffer with Tom Wall
Wednesday, February 12th at 2:00 PM EST
Tom Wall leads this essential session, exploring the concept of using whole life insurance as a volatility buffer in retirement income planning. He will share his original research on historical safe withdrawal rates, demonstrate practical strategies for having meaningful client conversations that inspire action, and provide valuable tools to enhance your approach.
WHAT are you waiting for???
Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
