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.

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.

Bringing Whole Life to Life: Showing Income with Tom Wall 

Wednesday, August 14th at 2:00 PM EST

The tax advantages of whole life insurance make it an ideal multi-purpose financial asset that can be used for a variety of purposes throughout one's life.  And when asking clients to pay tens or hundreds of thousands of dollars in premiums over the course of their lives, you better believe they're going to want to know how to get it out. Tom will take a deep dive on PUAs, surrenders, common loan provisions, and a few core conversations for clients of all ages

Using Whole Life in Advanced Estate Planning with Vince D'Addona 
Wednesday, August 28th at 2:00 PM EST

Founding member of Valent Wealth and renowned expert Vince D'Adonna shares his insights on using Whole Life insurance in Advanced Estate Planning. With an impressive 35 consecutive years as a Life and Qualifying member of the Million Dollar Round Table (MDRT), Vince has also been a featured speaker at the MDRT National Meeting and has achieved Top of the Table status for the past 15 years. Additionally, he consistently qualified for the Guardian President's Council for 31 years.