REACH THE NEXT LEVEL
TO WHOLE LIFE INSURANCE SUCCESS
This comprehensive membership program provides advisers with access to the industry's top producers, so you can learn from the best of the best.
We have assembled a series of guest speakers, trainers, and industry experts who will provide you with the sales tools and resources you need to take your business to the next level. Each session includes a live Q&A so you can engage with them directly.
As a member of Whole Life Masterminds
you get original content & research such as:
The flexibility of policy loan provisions and how to demonstrate whole life’s living benefits throughout all phases of life and major goals.
How Indexed UL has evolved, and how to compete against it so you are armed with the facts.
How the concept of premium financing works, where to find prospects, and how to land yourself career-changing opportunities.
You also get an industry expert & Ph.D.
to assist you in your SUCCESS!
In 2021, after spending 19 years in the life insurance industry as an advisor, wholesaler, and home office leader, I decided to take a major leap and carry the torch for the whole life insurance industry on my own terms. Misinformation and competing ideologies have stood in the way of people adopting this amazing, centuries-old financial product. I've studied and achieved a Ph.D. under the smartest people in financial services academia, spoken to thousands of advisors in my travels, and worked behind the scenes with the actuaries and engineers of these amazing vehicles. I can tell you with honesty and integrity that whole life insurance from the right companies, particularly in 2022 and beyond, is the best kept secret in financial planning and most people should own it.
And with our NEW partnership with the
Financial Advisor Academy, you will have access to Ben Newman's Performance Coaching System So You Can Build the Mindset of a TOP Financial Advisor
With Monthly State of the Industry Updates from Ben
Join Live Upcoming Interactive Sessions
with Successful Industry Leaders
EVERY OTHER WEEK!
The Volatility Buffer Concept & Strategic Retirement Income with Tom Wall
Tuesday, September 27th at 2:00 PM EST
*Note special day/time for this session
The ability to accumulate tax-advantaged cash value without limitation is part of Whole Life's magic. In this core session, Tom will discuss the foundational concept of using whole life as an alternative asset in one's retirement income portfolio. The presence of whole life can help a retiree spend and invest more confidently while minimizing taxes over time.
Brock Jolly: The College Funding Coach
Wednesday, October 12th at 2:00 PM EST
As a financial advisor and founder of "The College Funding Coach," Brock specializes in helping parents navigate the intricacies of financing higher education. Whole life insurance can often be very advantageous, and perhaps not in the way you might assume. Tom and Brock will share ideas on how to incorporate whole life into the conversation and where to find opportunities to serve.
Jason Goldstein on Wealth Building Cornerstones
Wednesday, October 26th at 2:00 PM EST
After spending 8 years in financial services as a credentialed actuary, Jason shifted from building products to selling them and implementing plans. He is a national expert in retirement income planning tool "Wealth Building Cornerstones," which is a tool that helps prove for clients why actuarial science in their retirement plan is a no-brainer.
Permission to Spend in Retirement
Wednesday, November 9th at 2:00 PM EST
You will be afraid to spend in retirement. Millions of retirees are under-enjoying their retirements because they're afraid of outliving their assets, not leaving a legacy to loved ones, and requiring expensive health care or other unforeseen expenses. Tom discusses how shifting risks and incorporating guarantees can unlock a lifetime of savings for your clients.
