MEMBER LIBRARY RESOURCES
Missed a prior Zoom session? Or Just want to review one. Find them below.
Confidence & Conviction with Tom Wall
Kick-off session
Tom Wall kicks off Whole Life Masterminds with Confidence & Conviction Zoom Session.
Keys to Advisor Success in 2022 with Ben Newman
Ben Newman is a highly regarded Performance Coach, International Keynote Speaker, Best-Selling Author, and former top financial advisor. He'll share the keys to mental toughness, achieving success, and his Million Dollar Sales Idea to get your client conversations kickstarted for the year.
Whole Life as a Multi-Purpose Financial Asset
Tom Wall discusses the flexibility of policy loan provisions and how to demonstrate whole life’s living benefits throughout all phases of life and major goals. Understanding this is a must if you’re going to ask clients to contribute large sums of money to this type of plan.
Chris Koon: Top Financial Advisor & Coach
Chris Koon is in the top 1% of financial advisors with over 25 years of experience and tens of millions of dollars of lifetime premium written. He’s share what keeps him going and what’s led to his tremendous success.
Tom Wall: Sequence Defense & The Volatility Buffer
Tom Wall shares how you can have an easy conversation with clients about the top risks to their retirement portfolio longevity. Backed by original research and paired with approachable client language, this core concept will lead to overnight success.
UPCOMING ZOOM SESSION:
The Secret to Success with Tom Zugger
Seven times in his career, Tom has been recognized as one of the top life insurance agents in the entire company. He got there the old fashioned way – high activity and one client at a time. You won’t want to miss insights and best practices from his breathtaking 36 year career.
Wednesday, March 30th, 2022
https://zoom.us/j/95175053197?pwd=eXBVSFRyZVVNSDlIZG1jandsL25kZz09
Passcode: WLMM
Dial: 929 205 6099
Meeting ID: 951 7505 3197
Passcode: 410598
