Tom Wall has spent the entirety of his 21-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.

The Role of Whole Life Insurance in Wealth Management with Joe Eppy
Wednesday, March 26th at 2:00 PM EST  

Joe Eppy, Founder, President, and Chief Visionary Officer of Levanti Wealth (formerly The Eppy Group), will lead an insightful session exploring the current macroeconomic landscape and the powerful role whole life insurance plays in wealth management. With deep expertise and a current focus on high net worth clients, Joe will share how he explains whole life insurance as one of the most valuable assets one can own. 

Attaining What's Possible with Chris Smith
Wednesday, April 9th at 2:00 PM EST  

In this unique session, Chris Smith, founder of PSBLTY, will discuss how to stand out from the crowd and attain what's possible. Stop commodifying what you do, reach new audiences, lead others powerfully, and unlock your full potential.