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Dr. Tom Wall
Hosted By Tom Wall, Ph.D.
A 1-Day In-Person Workshop For Financial Advisors

The Whole Life Accelerator

What if you could more confidently position whole life insurance, handle any objection, and move up-market to land bigger cases? In ONE DAY, I'll download everything I've learned in my 23-year career so you can walk away a better advisor and accelerate your success - the best language, selling frameworks, advanced concepts, and tactics to attract more and better prospects.

Who This Is For
Growing advisors who have already demonstrated competence and want to accelerate their growth by expanding their technical skill set and language.
Reserve Your Seat ➜ With All-Access: 30-Day Access to Whole Life Masterminds Included
July 14, 2026
Mark your calendar
Full Day
Ideas, expertise, and networking
New York City
In-person only
80 Seats
Limited capacity, no virtual option
Trusted By Advisors From
MassMutual Guardian Northwestern Mutual New York Life Penn Mutual OneAmerica Lafayette Life Modern Woodman Thrivent
Real Results

You'll Leave With New Skills You Can Use For The Rest Of Your Career

In this one-day workshop, you'll learn:

How to explain whole life in plain language your clients actually understand
How to show real income and living benefits, not just illustrations clients can't follow
When to position whole life inside a retirement plan instead of as a standalone product
What to say when clients compare whole life to universal life and IUL
How to lead higher-net-worth conversations with confidence
Plus additional scripts, tactics, and frameworks
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Advisors learning at the Whole Life Accelerator
What Industry Leaders Say
"
Anytime we attend a Tom Wall event, we leave with actionable takeaways to use right away. Just that is worth the price of admission.
Dennis Martin
President, OneAmerica Financial
β˜…β˜…β˜…β˜…β˜…
Dennis Martin, President at OneAmerica Financial
President · OneAmerica Financial
Core Topics

What Tom Will Cover

This full-day in-person seminar focuses on the most important parts of whole life insurance. Everything is designed to help you recommend whole life with more conviction.

Tom Wall covering Beyond the Basics
Beyond the Basics
Start with the mechanics. Riders, dividends, taxation, and the technical engine behind whole life - the foundation every conversation builds on.
Tom Wall covering Bringing Whole Life to Life
Bringing Whole Life to Life
Now translate the mechanics into client language. Move beyond illustrations and into real planning conversations that actually land.
Tom Wall covering Whole Life as a Volatility Buffer
Whole Life as a Volatility Buffer
Apply what you've learned to retirement planning. Position whole life as the buffer asset that reduces sequence-of-returns risk.
Tom Wall covering Permission to Spend
Permission to Spend
Here's the planning shift that changes everything. How a permanent death benefit frees clients to actually enjoy retirement.
Tom Wall covering Competing with Universal Life
Competing with Universal Life
Handle the comparison conversation head-on. Counter the IUL and GUL overpromises with the research and clarity to back you up.
Tom Wall covering Serving High-Net-Worth Clients
Serving High-Net-Worth Clients
Take the conversation up-market. Business uses, leverage strategies, and case design at premium levels few advisors reach.
Tom Wall covering Prospecting and Moving Up-Market
Prospecting and Moving Up-Market
Build the practice that attracts those clients. How to move up without losing the relationships that built you.
Tom Wall covering Influence and Sales Language
Influence and Sales Language
Tie it all together. The psychology, language, and scripts that turn every prior topic into buy-in across the table.
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Agenda

How The Day Unfolds

The day is scheduled around core topics with breaks in between, and a live Q&A after. There's time for questions, real conversation, and networking with the other advisors in the room.

Arrival · 8:30 – 9:00 AM
πŸšͺ Doors open, coffee & check-in
Core Sessions · 9:00 AM – 4:30 PM
πŸŒ… Morning · Going beyond the basics, the technical side of whole life
🍽️ Lunch · Live Q&A and networking
🎯 Afternoon · Core planning concepts and positioning whole life
Happy Hour + Q&A · 4:30 – 6:30 PM
🍸 Drinks, networking, and live Q&A with Tom
Where The Event Takes Place

Hosted At Penthouse 45 In New York City

The event is held at Penthouse 45, a professional, comfortable and elevated venue in New York City. The location is easy to reach and well set up for a full day event.

Penthouse 45 venue, photo 1 Penthouse 45 venue, photo 2 Penthouse 45 venue, photo 3 Penthouse 45 venue, photo 4 Penthouse 45 venue, photo 5
Centrally Located
Easy access from major transit, airports, and hotels nearby.
Built For Learning
Theater-style seating and clear sightlines so every seat is a good one.
Room To Connect
Great networking atmosphere with indoor/outdoor setup.
Catering
Water, coffee, lunch, happy hour with drinks and hors d'oeuvres provided.
Reliable Tech
High-speed wifi, working power outlets, and an environment set up for learning.
Premium Environment
A premium NYC attendee experience from start to finish.
Dr. Tom Wall, Founder of Whole Life Masterminds
Meet Your Host

Tom Wall, Ph.D.

I've spent 23 years helping advisors position whole life insurance with conviction.

Starting out as an award-winning advisor at Northwestern Mutual and MassMutual, my career took a turn toward home office sales leadership where I coached thousands of advisors nationwide.

After completing two masters degrees in business and finance, I turned my focus toward a PhD in retirement income planning with original research on whole life as a fixed income alternative under industry legends Wade Pfau, Michael Finke, and Stephen Parrish.

Now I speak weekly all over the country and run Whole Life Masterminds, a coaching program for 1,700+ advisors who specialize in protection-first planning.

This one-day Accelerator is where I give you the research, the positioning, and the exact language I've developed over two decades - in person, in one focused day.

How I Help Advisors:
Best-Selling Author
Permission to Spend
Flagship Conference
The Fast Start Forum
Online Coaching Program
Whole Life Masterminds
Keynote Speaker
National Events
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Two Ways To Attend

You can attend just the live seminar, or choose the bonus package that includes 30 days of full access to Whole Life Masterminds.

Standard
For existing WLMM members
Accelerator Seat
Your seat at the full-day seminar with Dr. Tom Wall.
$ 389
One-time. Non-refundable, transferable.
One full day with Tom Wall · core topics covered
Live demonstrations and Q&A · ask Tom directly
Event materials and frameworks · bring them back to your practice
Coffee, lunch, and venue access · included throughout the day
A room of 80 serious advisors · networking and conversations
Reserve My Seat ➜
Most Popular
All-Access
Accelerator + WLMM Access
Everything in the standard seat, plus 30 days inside Whole Life Masterminds.
$ 389
Same price. Includes $389 of WLMM access free.
+ 30 days of Whole Life Masterminds ($389 value)
Everything in the Standard Seat
30 days of full WLMM access · begins on July 14, 2026 (event day)
105+ on-demand training sessions · full curriculum library
Bi-weekly live coaching with Tom · ongoing access
1,700+ member community · advisors from major mutuals
Reserve My Seat ➜
No commitment · Cancel any time · Billing begins August 14, 2026
"
Dr. Tom Wall makes complex ideas land with precision. Whole Life Masterminds has sharpened my thinking around whole life and strengthened every client conversation I lead tenfold.
Danny Velazquez III, Financial Planner at DV3 Financial LLC
Danny Velazquez III
Financial Planner, DV3 Financial LLC
FAQs

Common Questions Before You Register

Here are the questions advisors usually ask before they reserve their seat. If you have a different question, please reach out. We'll get you a clear answer.

Where exactly is the seminar held?
Penthouse 45 at 432 W 45th St, New York, NY 10036. Full check-in details will be sent to you by email after registration. Plan to arrive between 8:30 and 9:00 AM for coffee and check-in.
Is the ticket refundable?
Tickets to the Whole Life Accelerator are non-refundable. If something comes up, you may transfer your seat to another advisor by contacting us before the event.
What happens with the 30 days of WLMM access?
Your 30 days of full Whole Life Masterminds access begins on July 14, 2026 (event day). You'll get access to the entire training library, live coaching, and member community for 30 days. After that, you can choose to continue at the standard monthly rate or let it end.
How is this different from the WLMM training library?
The topics covered are the most impactful concepts inside the WLMM curriculum. The difference is you'll go through them in one focused day, in person, with Tom in the room walking through case examples and answering questions live. Many advisors find this format helps the material stick differently than going through it on their own.
Who is this seminar for?
Financial advisors who want to position whole life with greater confidence and at higher premium levels. It works whether you're a few years in or already producing at higher levels. The material is technical and practical, and the room will be advisors who take the work seriously.
Will there be a recording?
The seminar itself is in-person only. However, all the day's topics are covered in the WLMM training library, which you'll have access to as part of your registration.
Reserve Your Seat

One Day. One Room. 80 Seats.

Register now to claim your seat for Tuesday, July 14, 2026 in New York City. All-Access includes 30 days of full WLMM access beginning on event day.

Reserve Your Seat ➜
$389 · Non-refundable, transferable to another advisor.
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