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.

Efficient Retirement Planning with Michael Seibert

Wednesday, April 8th at 2:00 PM EST 

Maximizing income, reducing taxes, and guaranteeing that goals are met is what retirement income planning is all about. Veteran producer Michael Siebert will share the best language and ideas he’s perfected over the course of a long career, and his method for moving audiences of near retirees to action. Differentiating yourself as a distribution specialist rather than the typical accumulation-focused advisor is what it’s all about.

Pension Max & The Covered Asset Strategy with Tom Wall

Wednesday, April 22nd at 2:00 PM EST 

Insuring income in retirement gives clients the confidence to spend and enjoy what they’ve built. In this session, Tom walks through practical approaches to help clients understand how permanent death benefits can unlock the full value of a lifetime of work and saving. He also shows how this added confidence can shift clients from holding back to fully experiencing their retirement.