Event Details

Tom Wall, PhD, MSFS, CLU® & ChFC®, is a whole life expert, strategist and founder of "Whole Life Masterminds." He believes whole life insurance is the Best Kept Secret in financial planning and refocused his career on driving organizational growth and inspiring a cultural shift among investment-oriented advisors.


In this session, get to know Tom and his passion for whole life insurance, and hear about the Whole Life Masterminds he leads for advisors who want to accelerate their firm's growth with whole life insurance. Working with and learning from Tom, advisors:

  • Know how to properly use whole life in a financial plan
  • Gain confidence around the language of whole life
  • Take away actionable sales ideas and marketing strategies
  • Stop missing opportunities that can drive significant new revenue
  • And much more.


Join the Zoom Meeting

https://zoom.us/j/95277610714?pwd=vNAbWapzQPAj6RTo0VT9MG4BLD1J2U.1​


Meeting ID: 952 7761 0714

Passcode: 074938


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Meeting ID: 952 7761 0714

Passcode: 074938


Find your local number: https://zoom.us/u/aIyzbFcRd​

Speakers

  • Tom Wall (Founder & Speaker of Best Kept Secret Consulting)

    Tom Wall

    Founder & Speaker of Best Kept Secret Consulting

    https://www.wholelifemasterminds.com/

    Tom Wall, PhD, MSFS, CLU® & ChFC®, is a whole life expert, strategist and founder of "Whole Life Masterminds."

    Tom holds a PhD 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 academics and selling from a place of integrity comes from a long career of 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. He has been a well-known storyteller at perennial company conferences and firm meetings nationwide.

    Tom distills decades of experience into simple concepts and ideas that advisors can immediately take to their clients. He believes whole life insurance is the Best Kept Secret in financial planning and refocused his career on driving organizational growth and inspiring a cultural shift among investment-oriented advisors.

    Tom lives in the Boston area with his two young boys and wants nothing more than to make a profound impact on your team.

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