Upcoming Sessions Member Login Become a Mastermind Blogs Permission to Spend Book Order
LEVEL UP your Whole Life Sales in 2023

NEW!

Whole Life Masterminds members now get access to Ben Newman's Financial Advisor Academy!
Sign up for your free account today!

NEXT INTERACTIVE SESSION

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.

JOIN SESSION on 9/27 at 2pm

Session Info

Passcode: WLMM
9/27/22 at 2pm EST
Dial in: 929-205-6099
Meeting ID: 852 7485 9016
Dial in Passcode: 868340

ADD TO CALENDAR

UPCOMING INTERACTIVE SESSIONS

2023 Kickoff Keynote:
The Best Environment for Whole Life in 80 Years
Wednesday, February 1st at 2:00 PM EST

In this session, Tom Wall will deliver is updated keynote speech to set the stage for your best year ever.  He'll review the current economic environment, historical studies on whole life insurance, trends he's seeing in his consulting work, and how you can immediately have more successful conversations with client.  You won't want to miss this chance to gain the confidence and conviction to make 2023 your breakout year.

Premium Financing with Kuldeep Madan
Wednesday, February 15th at 2:00 PM EST

Ever wonder how top advisors sell six or seven-figure premiums?  It's often by using OPM - other people's money.  In this must-attend session, you'll hear from the co-advisor of the year of one of the biggest whole life insurance companies in the world. He and his team specializes in this strategy to help ultra high net worth clients get the coverage they need while keeping their assets working as hard as they can in the businesses that got them there.

Multiply Your Best Clients with Bill Cates
Wednesday, March 1st at 2:00 PM EST

Bill Cates is THE expert on referrals and helping you scale your business.  In this session Bill will show share how to enhance client engagement to become super referrable, 5 ways to promote introductions so you receive them without even asking, and how to secure referrals to ideal clients without pushing or begging.

Here's what other industry professionals
are saying about the program

 
The Whole Life Masterminds group is a great investment for anyone leading a team or organization, and seeking to gain more commitment and conviction around the placement of whole life in their clients’ lives.  Tom’s knowledge and delivery of content in this space is unmatched in my opinion."
- Greg Cohn, CEO of MassMutual Northern California
Regardless of your stage in the business, you’ll walk away with practical, implementable knowledge from each session.”
- Bernadette Girvin, CEO of Gambin Financial Group