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Sponsorship Opportunities Now Open
Put Your Brand in Front of UP TO 500 Elite Producers
Join us at one of the most influential events in Whole Life. You'll get direct access to up to 500 producers, firm leaders, and decision-makers โ all looking to grow, partner, and network with the best in the business.
From a Past Sponsor
The Fast Start Forum was one of the most well put together conferences I've been a part of at any level. I can't wait to bring our team back next year.
The Audience
Who's In the Room
These are the advisors and firm leaders who write the biggest whole life cases in the country โ and actively invest in getting better at it.
High-Production Advisors
Advisors writing significant whole life premium who are focused on writing more of it โ and learning every edge they can to get there.
Firm and Agency Leaders
Leaders responsible for growing teams of advisors, sourcing tools and partners, and making purchasing decisions for their organization.
Wealth Managers Adding Protection
Fee-based planners and RIAs building whole life into their practice โ looking for resources and partners to support that shift.
By the Numbers
The Advisors You'll Reach
What you can expect in the room in 2027:
From the Room
What Advisors Said
About Last Year
These are the people your brand will be in front of.
"You're going to get the best of the best."
"The folks that are learning from you are going to be giving back as much as you give to them. It's riveting."
"The Fast Start Forum was amazing."
"I was really impressed with the caliber of people that were here. The advisors were all focused on growth which I absolutely love."
"The room was packed, the energy was amazing."
"You can't even put a dollar amount on the value."
"He went the extra mile to provide us with the proof behind what we do. You can't even put a dollar amount on that value."
"He is one of the most authentic speakers I've ever heard."
"Everyone who is interested in growing their business should be here."
What You Get as a Sponsor
Direct Access to the
Advisors Who Write the Most Premium
Here's what your sponsorship includes:
Stage Access to a Room Full of Decision-Makers
Get featured in front of up to 500 advisors to position your brand as an industry authority.
Email Promotion to the Full Attendee List
Reach every attendee before the event with a dedicated email blast that drives awareness, interest, and pre-event conversations.
Premier Booth Location
Premium placement booths and on-screen visibility during breaks ensure your brand stands out and stays top of mind.
Access to Raw Photo + Video Content
Get access to raw event footage and photos to repurpose for your marketing, internal content, or social campaigns.
VIP Access for Your Team + Clients
Bring your team or clients with included VIP and GA tickets โ plus the option to upgrade or add more seats.
An Audience That Already Said Yes
Every attendee paid to be here, took time away from their practice, and traveled to Scottsdale. That self-selection eliminates passive attendees entirely โ your brand only reaches people who are already invested in their own growth.
Where the Event Takes Place
Hosted at the Iconic Phoenician
in Scottsdale, Arizona
A world-class setting designed for high-impact learning and premium networking that'll make your sponsorship unforgettable.
Your Brand Everywhere
Signage, screens, and stage visibility that make your brand unforgettable throughout the event.
Command the Stage
Feature your message beside industry icons on the main stage at one of the industry's premier events.
Conversations that Drive Impact
Connect in VIP lounges, networking receptions, and invite-only dinners at The Phoenician.
Leave with Content
Get photo and video assets you can use across all team and marketing needs all year long.
Premium by Design
Host your brand in a venue that signals excellence and trust โ The Phoenician is world-class by every measure.
Worth Every Dollar
From visuals to leads โ this venue and audience back your investment at every turn.
Sponsorship Tiers
A Limited Number
of Partners
Three tiers, each with a deliberately small number of spots. The higher the tier, the more visibility, access, and stage presence your brand receives.
Gold
10 Total โ 8 Left
Make a strong first impression with visibility before, during, and after the Forum.
Platinum
5 Total โ 4 Left
Premium placement and direct access to the attendee list.
Title
3 Total โ 1 Left
Our most exclusive tier โ maximum exposure and a featured presence on the main stage.
We cap the number of sponsors on purpose. Fewer brands in the room means less noise, more booth traffic per sponsor, and real conversations with attendees โ not a crowded expo hall. It's a better experience for advisors and a stronger return for the partners who join us.
Full Breakdown
Everything That's Included,
Side by Side
Every tier includes booth placement and pre/post event exposure. The higher tiers add main stage presence, the attendee email list, and social media promotion.
| What's Included | Gold | Platinum | Title |
|---|---|---|---|
| Sponsorships Available | 8 of 10 | 4 of 5 | 1 of 3 |
| Exhibition Booth | 8ร6ft โ 6ft table, 2 chairs | 10ร8ft โ 8ft table, 3 chairs, semi-custom | 10ร20ft โ 8ft table, 4 chairs, full custom option |
| Attendee Workbook Section | โ | โ | โ |
| Pre-Event Website & Email Promotion | โ | โ | โ |
| Post-Event Resource Links to Attendees | โ | โ | โ |
| Logo on Photo Backdrop & Event Signage | โ | โ | โ |
| Full Attendee Email List | โ | โ | โ |
| Dedicated Email Blast to All Attendees | โ | โ | โ |
| Pre-Event Video to All Attendees | โ | โ | โ |
| Social Media Promotion | โ | โ | โ |
| Raw Photo & Video Content Access | โ | โ | โ |
| Main Stage Presence | โ | โ | โ |
| Main Stage Video | โ | โ | โ |
| Event Co-Branding ("Powered by YOU") | โ | โ | โ |
| Tickets Included | 1 VIP + 1 GA | 2 VIP + 2 GA | 3 VIP + 3 GA |
New for 2027
The VIP Golf Outing
Sponsorship
This year we're adding a private VIP golf outing at The Phoenician's championship course on Wednesday, January 20th โ a separate sponsorship opportunity, available to one brand only.
Some of the best conversations happen outside the conference room, when the pressure's off. A round at one of Scottsdale's most prestigious courses puts your brand at the center of exactly that environment.
Non-golfers don't miss out โ all VIP ticket holders receive a $250 resort credit to use anywhere on The Phoenician property.
Golf Outing Sponsor
A standalone sponsorship, separate from the main event tiers. Schedule a call for pricing and details.
- Exclusive naming rights โ "The [Your Brand] VIP Golf Outing"
- Your branding on all golf outing materials, course signage, and on-course activations
- A branded gift for every golfer at check-in
- Logo on the event photo backdrop at the golf outing
- Featured in all golf outing communications to VIP attendees
- On-course social media content featuring your brand
Available to one brand. First come, first served.
Meet the Founder and Host
Tom Wall, PH.D.
Founder, Whole Life Masterminds | Ph.D, MBA, MSFS, CLU, ChFC
Tom Wall has spent the entirety of his 23-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 best-selling book "Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance."
Schedule a Call with TomReady to Talk?
Schedule a quick call with Tom's team and we'll walk you through which tier makes the most sense for your goals.
Or email us directly at: info@wholelifemasterminds.com
