Upcoming Trainings That Drive Premium Results
Upcoming Trainings That Drive Premium Results
Upcoming Trainings That
Drive Premium Results
Join live strategy sessions designed to help you sell smarter, close faster, and build trust with premium clients—all in real-time with the best advisors in the business.
Join live strategy sessions designed to help you sell smarter, close faster, and build trust with premium clients—all in real-time with the best advisors in the business.
Join live strategy sessions designed to help you sell smarter, close faster, and build trust with premium clients—all in real-time with the best advisors in the business.
WHAT TOP FIRMS SAY
WHAT TOP FIRMS SAY
WHAT TOP FIRMS SAY
Why Top Leaders Trust
Whole Life Masterminds
From junior reps to seasoned producers, Whole Life Masterminds helps entire teams maximize their opportunities with proven systems and sales strategies.
"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
"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
"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
"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
"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
"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
"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
"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
"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
"Tom has done a fantastic job at curating timely and relevant content for current markets, presented thought leadership around cash value life insurance in a fresh way, and provided meaningful mindset learning."
Bernadette Girvin
CEO Gambin Financial Group
"I was really impressed with the calibre of people that were here.. The advisors were all focused on growth which I absolutely love."
Kristin Andree
Founder, My FA Coach
WHAT HAPPENS WHEN YOU JOIN?
WHAT IS WHOLE LIFE MASTERMINDS?
WHAT HAPPENS WHEN YOU JOIN?
WHAT HAPPENS WHEN YOU JOIN?
What Advisors Are Saying
After Just One Session
What Advisors Are Saying After Just One Session
“I finally knew what to say.”
Clarity turns into confidence—and confidence turns into premium closes.
Expert Education
Clarity turns into confidence—and confidence turns into premium closes.
“I finally knew what to say.”
Clarity turns into confidence—and confidence turns into premium closes.
“I finally knew what to say.”
Clarity turns into confidence—and confidence turns into premium closes.
“I closed a $50K case in no time.”
These aren’t theoretical trainings. They’re built to help you win this week.
Proven Systems & Strategies
These aren’t theoretical trainings. They’re built to help you win this week.
“I closed a $50K case in no time.”
These aren’t theoretical trainings. They’re built to help you win this week.
“I closed a $50K case in no time.”
These aren’t theoretical trainings. They’re built to help you win this week.
“My whole mindset shifted.”
Once you learn the frameworks, you stop chasing and start leading.
Regular Expert Sessions
Once you learn the frameworks, you stop chasing and start leading.
“My whole mindset shifted.”
Once you learn the frameworks, you stop chasing and start leading.
“My whole mindset shifted.”
Once you learn the frameworks, you stop chasing and start leading.
UPCOMING TRAININGS
WHAT IS WHOLE LIFE MASTERMINDS?
UPCOMING TRAININGS
UPCOMING TRAININGS
This Month’s Live
Strategy Sessions
The Basics of Business Planning with Life Insurance with Tom Wall
The business owner space is a huge market for individuals to find that next BIG premium. However, for many, navigating the associated topics can feel daunting and complex. Tom will walk you through the process of gaining confidence in this space and help you understand the concepts and sales strategies to ignite excitement among business owners about life insurance.
Wednesday, June 4th at 2:00 PM EST
The Basics of Business Planning with Life Insurance with Tom Wall
The business owner space is a huge market for individuals to find that next BIG premium. However, for many, navigating the associated topics can feel daunting and complex. Tom will walk you through the process of gaining confidence in this space and help you understand the concepts and sales strategies to ignite excitement among business owners about life insurance.
Wednesday, June 4th at 2:00 PM EST
The Basics of Business Planning with Life Insurance with Tom Wall
The business owner space is a huge market for individuals to find that next BIG premium. However, for many, navigating the associated topics can feel daunting and complex. Tom will walk you through the process of gaining confidence in this space and help you understand the concepts and sales strategies to ignite excitement among business owners about life insurance.
Wednesday, June 4th at 2:00 PM EST
Creating Impact and Securing Financial Futures with Chris Koon
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.
Wednesday, June 18th at 2:00 PM EST
Creating Impact and Securing Financial Futures with Chris Koon
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.
Wednesday, June 18th at 2:00 PM EST
Creating Impact and Securing Financial Futures with Chris Koon
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.
Wednesday, June 18th at 2:00 PM EST
Lie-UL: Battling The Overpromise of Indexed Universal Life with Tom Wall
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 guaranteed protections 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.
Wednesday, July 2nd at 2:00 PM EST
Lie-UL: Battling The Overpromise of Indexed Universal Life with Tom Wall
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 guaranteed protections 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.
Wednesday, July 2nd at 2:00 PM EST
Lie-UL: Battling The Overpromise of Indexed Universal Life with Tom Wall
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 guaranteed protections 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.
Wednesday, July 2nd at 2:00 PM EST
The Power of Conversations with Dean Harder
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.
Wednesday, July 16th at 2:00 PM EST
The Power of Conversations with Dean Harder
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.
Wednesday, July 16th at 2:00 PM EST
The Power of Conversations with Dean Harder
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.
Wednesday, July 16th at 2:00 PM EST
Building a Financial Services Practice on LinkedIn with Mando Sallavanti III
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.
Wednesday, July 30th at 2:00 PM EST
Building a Financial Services Practice on LinkedIn with Mando Sallavanti III
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.
Wednesday, July 30th at 2:00 PM EST
Building a Financial Services Practice on LinkedIn with Mando Sallavanti III
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.
Wednesday, July 30th at 2:00 PM EST
WHAT YOU'LL GET INSIDE
WHAT YOU'LL GET INSIDE
WHAT YOU'LL GET INSIDE
Everything You Need to
Accelerate the Growth of
Your Whole Life Sales
Inside Whole Life Masterminds, you’ll start seeing results from day one.
Bi-Weekly Live Interactive Sessions
Stay sharp with ongoing strategies from top 1% producers and industry experts.
Bi-Weekly Live Interactive Sessions
Stay sharp with ongoing strategies from top 1% producers and industry experts.
Bi-Weekly Live Interactive Sessions
Stay sharp with ongoing strategies from top 1% producers and industry experts.
Exclusive Advisor Access
Learn directly from a Ph.D. who’s trained thousands.
Exclusive Advisor Access
Learn directly from a Ph.D. who’s trained thousands.
Exclusive Advisor Access
Learn directly from a Ph.D. who’s trained thousands.
Proven Sales Language That Closes
Research-based data that drives sales and conviction.
Proven Sales Language That Closes
Research-based data that drives sales and conviction.
Proven Sales Language That Closes
Research-based data that drives sales and conviction.
Exclusive Discounts to Live Events
Get first-look deals on private in-person events.
Exclusive Discounts to Live Events
Get first-look deals on private in-person events.
Exclusive Discounts to Live Events
Get first-look deals on private in-person events.
Step-by-Step Strategies
Go from confusion to confidence with actionable tactics.
Step-by-Step Strategies
Go from confusion to confidence with actionable tactics.
Step-by-Step Strategies
Go from confusion to confidence with actionable tactics.
Get the Keys to the Vault
Get instant access to 3+ years of recorded sessions, tools, & resources.
Get the Keys to the Vault
Get instant access to 3+ years of recorded sessions, tools, & resources.
Get the Keys to the Vault
Get instant access to 3+ years of recorded sessions, tools, & resources.
INSTRUCTORS
INSTRUCTORS
INSTRUCTORS
Past Instructors
You’ll hear from the top names in the industry. From industry veterans to mindset masters, this is where the best come to level-up.
