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Spring Whole Life Market Update
 

Invest in Your Success

"It's like missed-opportunity insurance."

Register now and receive a limited-time discounted rate of $298 per month!
Join now

Or, register for an annual subscription ($3,576) and receive an additional 25% off.
Only $2682 at checkout

We meet every other week on Wednesday at 2:00pm, half the time discussing product details and concepts, and the other half of the time hearing from outside speakers and top producers from throughout the industry.

Distill decades of experience into days with this program and catapult your practice to new heights.

The value of this group will absolutely explode over time, so get in now before rates rise - one extra case will pay for it all and then some!


Sample Topics Include:

  • WL as a Bond Alternative
  • Dividends and Policy Mechanics
  • Retirement Supplement
  • Buy-Sell Planning
  • Executive Bonus Programs
  • Split Dollar
  • Long-Term Care Planning with WL
  • Estate Planning
  • Volatility Buffer Strategy
  • Competing Against IUL
  • Legacy Maximization
  • Policy Loans & Direct Recognition
  • Pension Max & Covered Asset
  • Illustration Tricks and Tips
  • Premium Financing
  • And much more...


As a member of the Whole Life Masterminds, you will receive incredible value on a consistent basis, including:
  • Bi-weekly LIVE Zoom Trainings with Tom & Special Guest Speakers
  • Individual “strategy sessions” with Tom for questions, case consultation, or even joint work
  • Exclusive community access for peer feedback and shared success stories.
  • Concepts & Sales Ideas
  • Technical training and competitive analysis
  • Industry-specific Motivational Talks
  • Prospecting and Sales Language from top producers
  • Ideas, concepts, and articles regularly published by Tom
  • Access to resources, with shared industry articles, spreadsheets, copies of presentations, recordings, etc.

Monthly Membership

$379.00 USD every month

Annual Membership

$3,790.00 USD every year

“Whole Life Masterminds has been such a tremendous value add to me and our team.  Tom has done a fantastic job curating timely and relevant content for current markets, presented thought leadership around cash value life insurance in a fresh way, and provided meaningful mindset learning.  Regardless of your stage in the business, you’ll walk away with practical, implementable knowledge from each session.”
- Bernadette Girvin