The ONLY Resource focused exclusively on growing your Whole Life business.

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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 20 years of experience on YOUR team.

Tom Wall has spent the entirety of his 20-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 12 & 9, and is an avid golfer and traveler.

Upcoming Members-Only LIVE
Interactive Sessions
with Successful Industry Leaders:

Lie-UL: Battling The Overpromise of Indexed Universal Life
Wednesday, July 3rd at 2:00 PM EST

You know the saying, "If something seems too good to be true, it probably is." In this session, Tom Wall will discuss strategies for effectively competing with Indexed Universal Life insurance. He will also highlight the potential pitfalls of this product, helping you understand why whole life insurance, with its guaranteed protections and unlimited upside potential, can be a more reliable choice for your clients. Don't let inflated projections lead to lost cases—learn how to offer true security with whole life insurance.

Guaranteed Income and Spending Patterns in Retirement with David Blanchett, PhD 
Wednesday, July 17th at 2:00 PM EST

David Blanchett is an expert in retirement income planning and one of the most prolific authors in the space.  He is currently a managing director, portfolio manager, and head of retirement research with PGIM, with similar background at Morningstar and the American College.  This talk will focus on the value of guaranteed income, spending patterns in retirement, and how to help retirees have a more confident retirement.  We use life insurance as a permission slip to maximize guaranteed income, and David will show how to have that half of the conversation.

Overcoming Objections and Framing Whole Life with Kenyon Lang 
Wednesday, July 31st at 2:00 PM EST

Kenyon Lang, Managing Partner of Cambium Group will enlighten us on his expert strategies for addressing objections to Whole Life Insurance and seamlessly integrating it into the tailored plans of the clients he serves. Kenyon is a regular President's Council Member and has been serving his clients for over 25 years.

WHAT are you waiting for???

Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.