The ONLY Resource focused exclusively on growing your Whole Life business.
Accelerate your growth.
Stop missing opportunities.
Add new revenue.
Replicate the best of the best.
ADVISORS: Are you looking to ACCELERATE your Whole Life Sales in 2025?
Are missed opportunities holding you back?
Are fears, doubts, or uncertainties keeping you from your unique potential?
Get our FREE Strategies & Insights
Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
ARE YOU MISSING OUT???
Our exclusive, one-of-a-kind program gives you access to THE top producers in the whole life space, along with thought leaders, academics, and other industry influencers.
Get our FREE Strategies & Insights
Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
Put a Ph.D. with 22 years of experience on YOUR team.
Tom Wall has spent the entirety of his 22-year career positioning whole life insurance and competing against his alternative. 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 first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.” Tom lives in the greater Boston area with his two sons age 13 & 10, and is an avid golfer and traveler.
What's Coming to Whole Life Masterminds:
The Power Behind the Dividend with Tom Wall
Wednesday, November 5th at 2:00 PM EST
It’s dividend season, and many top mutual life insurers should start to announce their 2026 dividend, making now the perfect time to dig into what that really means for policyholders. Mutual companies operate for the benefit of their policyowners, with a long-term mindset that drives everything from investment strategy to dividend payouts. In this session, Tom will unpack the history of dividends, how they're determined, the options policyholders have, and what’s happening inside the general investment accounts of major mutuals. He’ll also break down the portfolio average method and why it matters.
Creating Financial Strategies for Intentional Living and Lasting Legacy with Nick Palumbo
Wednesday, November 19th at 2:00 PM EST
Founder and CEO of Truvium Financial Group, and best-selling author, Nick Palumbo will join us for a high-impact session on helping clients align wealth with purpose. A 28-year member of MDRT, with 21 Court of the Table and 13 Top of the Table honors, Nick brings elite-level insight into building strategies that create clarity, efficiency, and lasting legacy.
WHAT are you waiting for???
Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
