Tom Wall has spent the entirety of his 22-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.

Building a Financial Services Practice on LinkedIn with Mando Sallavanti III
Wednesday, July 30th at 2:00 PM EST

In just two years, Mando has built a LinkedIn following of over 39,000 and generated close to 300 new appointments using the power of content marketing. In this session, he’ll reveal his repeatable, actionable process for leveraging LinkedIn to grow your business.

Creating Your Retirement Income Strategy with Jason Sanger
Wednesday, August 13th at 2:00 PM EST

Jason Sanger, President of Wealth Building Cornerstones™, will discuss the powerful impact that combining life insurance with investments can have on a client’s retirement income. He will explain how understanding the structure of retirement income streams is essential to effectively define goals and allocate savings, ultimately helping to maximize income throughout retirement.

Bringing Whole Life to Life: Showing Income with Tom Wall
Wednesday, August 27th 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.