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.

Creating Impact and Securing Financial Futures with Chris Koon

Wednesday, June 18th at 2:00 PM EST

Chris Koon, Partner at Socium Advisors, is a top financial advisor with over 30 years of experience and tens of millions in life insurance premium written. A standout at Northwestern Mutual, he has built a reputation for reliability, client loyalty, and meaningful long-term results. As a respected voice in the industry, Chris speaks on stages nationwide, sharing insights that resonate with both new and seasoned financial advisors. In this session, he breaks down the compelling sales language that drives his success, what motivates him, and the core principles that have sustained his high performance over the decades.

Lie-UL: Battling The Overpromise of Indexed Universal Life with Tom Wall

Wednesday, July 2nd 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 guarantees 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. 

The Power of Conversations with Dean Harder
Wednesday, July 16th at 2:00 PM EST

Keynote speaker and author of Stop Pitching! The Role of Conversations in the World of Sales, Dean Harder shares his transformative approach to sales rooted in authentic, meaningful dialogue. Dean will go over how to naturally attract and engage others in conversations that inspire them to take action. Dean will also reveal how to effectively apply proven sales principles, conversational frameworks, and practical techniques to create powerful, action-driving connections.

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 38,000 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.