KEYNOTE SPEECHES AND PRESENTATIONS
Whole Life Insurance as a Modern Portfolio Asset
Protection-Based Retirement Income Planning
Going out on your own: building a business around your unique expertise
ABOUT TOM WALL
Tom Wall, Ph.D., MBA, MSFS, CLU, ChFC
Tom holds a Ph.D. 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 academics and selling from a place of integrity come from a 20-year career of 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. He has been a well known storyteller at perennial company conferences and firm meetings nation-wide. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and is authoring multiple pieces of original thought leadership, books, and other content.
Tom distills decades of experience into simple language, concepts, and thought leadership that advisors can immediately take to their clients. He believes whole life insurance is the Best Kept Secret in financial planning, and has refocused his career on driving organizational growth and inspiring a cultural shift among investment oriented advisors. Tom lives in the Boston area with his two boys aged 11 & 8, and wants nothing more than to make a profound impact on your team.
HOW TO PARTNER WITH TOM
VIRTUAL ENGAGEMENTS & ONLINE EVENTS
LIFE INSURANCE BOOT CAMPS
View all publications below:
Permission to Spend: Maximize Your Retirement with the Best-Kept Secret in Personal Finance
Paperback – December 29, 2022
YOU’RE IN GOOD COMPANY.
Here is what previous clients have to say:
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.”
CEO of MassMutual Northern California
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.”
CEO of Gambin Financial Group