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.

From Intern to Industry Leader, The Mindset Behind Rapid Success with Kyle Burton

Wednesday, December 17th at 2:00 PM EST

Kyle Burton, Co-Founder of Elevation Wealth Planning, is the most successful intern in the 50+ year history of Northwestern Mutual’s internship program. Since joining the firm in 2017, he has become a perennial Forum Qualifier and a respected leader among advisors nationwide. In this session, Kyle shares his journey from standout intern to accomplished advisor, revealing how he helps Leading Business Owners, Sales Professionals, and Medical Specialists achieve lasting financial security through foresight and intentional planning. His story offers practical insights on building credibility early, leading with conviction, and guiding clients toward confident, values-driven financial decisions.

The Psychology of Whole Life and the Language That Turns Doubts into Buy-In with Tom Wall

*Special Time due to Holiday*

Tuesday, December 30th at 2:00 PM EST 

In this session, Tom Wall breaks down the psychology behind Whole Life, why clients hesitate, what they truly value, and how your words can create clarity or confusion. You’ll learn the communication patterns top producers use to turn skepticism into understanding, along with simple language frameworks that neutralize objections, build trust, and guide clients toward confident action.