Master The 6 Objections That Derail Whole Life Deals
Get my proven responses to the 6 most common objections â so you never lose a case because you weren't prepared. This free guide includes word-for-word frameworks from 23 years of closing conversations.
â Master the exact language that disarms "It's too expensive"
â Confidently handle "I can get better returns elsewhere"
â Turn objections into opportunities to educate and close
This Is What Happens When You Know The Right Responses
Advisors who master these 6 objections stop freezing up in meetings and start closing with confidence â because they know exactly what to say.
Landon Archangelo
Financial Advisor
"Tom Wall and his groundbreaking Whole Life Masterminds has not only elevated my professional acumen but has deeply enriched my personal life."
Phil Held
Financial Advisor
"Whole Life Masterminds has given me the confidence and resources to take my practice to the next level."
Tony Delumen
Top 1% Wealth Advisor
"I've learned more about the proper use of whole life insurance in a financial plan from Tom Wall than any anyone else in my 25 years in the financial services industry."
Get The Exact Frameworks Top Producers Use
Get my proven responses to the 6 most common objections â so you lead with confidence and conviction every time.
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Stop Losing Cases To These 6 Objections
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Throughout my 23-year career, I've heard every objection imaginable. The words may differ, but there are six main themes that get in the way of advisors closing whole life cases:
- "It's too expensive"
- "It's not flexible"
- "I can get better returns elsewhere"
- "It's not tax deductible"
- "It's complicated"
- "Someone with a big following told me I shouldn't buy it"
Master your response to these six objections, and you'll proceed with a confidence you've never had before.
Tom Wall, PH.D. | Founder of Whole Life Masterminds
Tom Wall has spent the entirety of his 22-year career positioning whole life insurance and competing against its alternatives. 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.
Tomâs 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 âPermission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.â Tom lives in the greater Boston area with his two sons age 14 & 11, and is an avid golfer and traveler.
IMPORTANT: Results and Testimonials Disclaimer
While all testimonials on this page are from real advisors, the results you see are not typical. Their experiences do not guarantee similar results for you. Your results may vary based on your skills, experience, market, client base, firm support, as well as other unforeseen factors. Whole Life Masterminds has yet to perform studies of the results of its typical members.
Some advisor stories may be illustrative composites based on real member experiences. These are used for educational purposes only and do not represent actual individuals.
Our programs are designed to educate and support financial advisors in developing their whole life positioning and sales language. Whole Life Masterminds is an education and training company for financial professionals. We do not sell a business opportunity, "get rich quick" program, or guaranteed sales system. We believe, with education and practice, advisors can be better prepared to position whole life insurance effectively, but we do not guarantee sales success or increased production.
We do not make earnings claims, production guarantees, or imply that our training will result in specific sales outcomes. All material is intellectual property and protected by copyright.
Statements and depictions are the opinions, findings, or experiences of individual advisors who generally have purchased education and training from Whole Life Masterminds. Results vary, are not typical, and rely on individual effort, time, skill, market conditions, compliance requirements, and other factors. We do not measure production levels or sales performance. Instead, we track program completion and satisfaction of services by voluntary surveys. Further, many members do not complete the program, do not apply what they learn, or attempt to apply what they learn but nonetheless have difficulty implementing the strategies successfully in their practice.
Use of this resource and participation in Whole Life Masterminds programs should be done in accordance with your firm's compliance policies and regulatory requirements.
