Educate and Inspire Your Team
Tom Wall, Ph.D., MBA, MSFS, CLU, ChFC
Best Kept Secret Consulting
Over his 19-year career, Tom has presented to thousands on the power of participating whole life insurance. His passion is simplifying the complex, pairing his deep academic background with the mind of a sales and marketing leader. Your team will walk away with new understanding, inspiration, and concepts they can use immediately to reach new heights.
CONTACT TOM FOR RATES & SCHEDULING
2022 Keynote: "Confidence and Conviction"
Are doubts causing your advisors to hold back and under-serve their clients? Doubts in their abilities to handle objections? Or maybe doubts that using whole life insurance isn’t the optimal strategy? With me as their guide, I will help your advisors gain the confidence and conviction necessary to inspire clients to action. Here’s what they’ll get from my talk:
- Deep understanding of current interest rates and the resulting bond market outlook.
- The economics of whole life insurance and why the current market environment is historically supportive.
- How section 7702 changed everything.
- NEW proprietary research demonstrating why this is the best time in 80 years to buy whole life.
- Actionable reports on whole life as a volatility buffer.
- Resources and concepts to immediately take massive action.
As a special offer to be among my first clients, attendees can also:
- Sign up for strategy sessions with me to review opportunities or ask questions, subject to availability.
- Obtain discounted membership rates on our group immersion experience, “Whole Life Masterminds.”
Ongoing work with your team.
Built upon 15 years of experience working with new producers and seasoned recruits, Tom will get your producers up to speed with the technical prowess and key presentation skills needed to make the case. Tom also offers an 8-hour immersion program designed to be delivered over an afternoon and following morning.
Whole Life Masterminds is a program designed for rising leaders and investment-oriented producers to gain exposure to technical concepts and top producers in the space.
