FOR FIRM LEADERS & TEAMS
WHAT IS WHOLE LIFE MASTERMINDS?
Give Your Advisors Access to the Industry's Top Whole Life Strategies
Give Your Advisors Access to the Industry's Top Whole Life Strategies
Give Your Advisors Access to the Industry's Top Whole Life Strategies
Give Your Advisors Access to the Industry's Top Whole Life Strategies
Whole Life Masterminds is the only place in the industry delivering elite success strategies for participating whole life insurance. Get weekly insights, exclusive training, and proven strategies from top whole life producers—complete with the hottest concepts, research, and performance secrets to land bigger cases.
WHAT IS WHOLE LIFE MASTERMINDS?
Only Mastermind
Focused on the Sale of Whole Life Insurance
Only Mastermind
Focused on the Sale of Whole Life Insurance
Only Mastermind
Focused on the Sale of Whole Life Insurance
Only Mastermind
Focused on the Sale of Whole Life Insurance
1,600+
Cross-Industry Members Affiliated with Program
1,600+
Cross-Industry Members Affiliated with Program
1,600+
Cross-Industry Members Affiliated with Program
1,600+
Cross-Industry Members Affiliated with Program
25+
Membership
25+
Membership
25+
Membership
25+
Membership
IS THIS RIGHT FOR YOUR FIRM?
WHAT IS WHOLE LIFE MASTERMINDS?
Built for Teams Ready to Unlock Higher Net Worth Markets
Built for Teams Ready to Unlock Higher Net Worth Markets
Designed for forward-thinking firms ready to position whole life as their competitive advantage in attracting and retaining high-net-worth clients.
WHAT IS WHOLE LIFE MASTERMINDS?
Built for Teams Ready to Unlock Higher Net Worth Markets
Designed for forward-thinking firms ready to position whole life as their competitive advantage in attracting and retaining high-net-worth clients.
Advisors
Looking to accelerate the growth of their whole life insurance sales.
Advisors
Looking to accelerate the growth of their whole life insurance sales.
Wealth Managers
Looking to include whole life insurance as a source of added revenue.
Wealth Managers
Looking to include whole life insurance as a source of added revenue.
Firm Leaders
Wanting to invest in growth and development for their teams.
Firm Leaders
Wanting to invest in growth and development for their teams.
WHAT FIRM LEADERS SAY
Why Top Firms Trust Whole Life Masterminds for Their Teams
Discover why CEOs, Managing Directors, and Partners from top firms invest in Whole Life Masterminds to give their advisors a competitive edge in high-net-worth markets.
"Your guidance in the IUL world was extremely valuable and led directly to a successful outcome for us. Thanks to your help, we secured a significant life insurance engagement and are now leading our client's estate planning efforts!"
Brian K. Pitaniello
Partner, PFG Advisors
Tom’s knowledge on the bond markets is astounding and has reminded me that having PLI as a bond alternative reduces risk for our client by increasing certainty. His program is not to be missed!”
Brad Nelson
Managing Director, Northwestern Mutual
"After the last session one of my 20-year veteran wealth management advisors said, 'that was the best hour I've ever spent learning about whole life."
Greg Cohn
CEO of MassMutual Northern California
WHAT'S INCLUDED
The Hottest Concepts, Research, and Language That Closes Cases
When you join Whole Life Masterminds, your team gets game-changing resources from day one.
Bi-Weekly Live Sessions with Top 1% Producers and Influencers
So you can ask questions and stay up on the most current trends.
Bi-Weekly Live Sessions with Top 1% Producers and Influencers
So you can ask questions and stay up on the most current trends.
Direct Access to Tom with Bi-Weekly Group Strategy Sessions
Put a Ph.D. with 22 years of experience on your team.
Direct Access to Tom with Bi-Weekly Group Strategy Sessions
Put a Ph.D. with 22 years of experience on your team.
Weekly Insights from Tom and "Best Of" Clips from Past Sessions
So you always have fresh ideas to keep opportunities coming in.
Weekly Insights from Tom and "Best Of" Clips from Past Sessions
So you always have fresh ideas to keep opportunities coming in.
Keys to the Vault of All Past Recordings
Get instant access to three years' worth of expert content.
Keys to the Vault of All Past Recordings
Get instant access to three years' worth of expert content.
The Latest Concepts, Content, & Language
We never stop producing more and more resources to help you close business and reach your potential. STOP losing sales and missing opportunities.
The Latest Concepts, Content, & Language
We never stop producing more and more resources to help you close business and reach your potential. STOP losing sales and missing opportunities.
Exclusive Members-Only Pricing for Annual Event
Stay tuned for details.
Exclusive Members-Only Pricing for Annual Event
Stay tuned for details.
INSTRUCTOR
WHAT IS WHOLE LIFE MASTERMINDS?
Tom Wall, P.h.D.
Tom Wall, P.h.D.
Tom Wall, P.h.D.
Tom Wall has spent the entirety of his 22-year career positioning whole life insurance and competing against its alternatives. 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 aged 14 & 11, and is an avid golfer and traveler.
Tom Wall has spent the entirety of his 22-year career positioning whole life insurance and competing against its alternatives. 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 aged 14 & 11, and is an avid golfer and traveler.
TALK TO OUR TEAM
Ready to Give Your Team an Unfair Advantage?
Book a meeting to discover how top firms are using our proven whole life strategies to help advisors stop missing opportunities, add new revenue, and close deals faster.
WHY WE'RE DIFFERENT
What Makes Whole Life Masterminds Different?
See why top advisors swtich to Whole Life Masterminds:
Other Programs
Whole Life Masterminds
Generic sales training across all products
100% focused on participating whole life insurance
Led by wholesalers or managers
Led by a Ph.D. and Best-Selling Author
One-time workshops with no follow-up
Bi-weekly live sessions with top 1% producers and influencers
Static content, outdated examples
Up-to-date insights, concepts, and sales language
Self-study videos with no support
Active advisor-only exclusive community
Light on strategy, heavy on hype
Research-based language that drives sales
