MEET TOM WALL
MEET TOM WALL
MEET TOM WALL
MEET TOM WALL
INTRODUCTION
INTRODUCTION
Tom Wall, P.h.D.
Tom Wall, P.h.D.
Tom Wall, P.h.D.
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.
Tom’s 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 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.
Tom’s 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 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.
Tom’s 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.
SPEAKER, COACH, AUTHOR, HOST
SPEAKER, COACH,
AUTHOR, HOST
Built to Help Advisors
Win Bigger.
Built to Help Advisors
Win Bigger.
Helping top advisors simplify complex strategies, close bigger cases, and master the product—without the fluff.
Helping top advisors simplify complex strategies, close bigger cases, and master the product—without the fluff.
Helping top advisors simplify complex strategies, close bigger cases, and master the product—without the fluff.
Product Expertise
Tom has spent two decades researching, teaching, and simplifying participating whole life insurance so advisors can sell with conviction.
Product Expertise
Tom has spent two decades researching, teaching, and simplifying participating whole life insurance so advisors can sell with conviction.
Product Expertise
Tom has spent two decades researching, teaching, and simplifying participating whole life insurance so advisors can sell with conviction.
Product Expertise
Tom has spent two decades researching, teaching, and simplifying participating whole life insurance so advisors can sell with conviction.
Advisor-Focused Training
Every talk, book, and mastermind session is built to help advisors close more business and serve clients at the highest level.
Advisor-Focused Training
Every talk, book, and mastermind session is built to help advisors close more business and serve clients at the highest level.
Advisor-Focused Training
Every talk, book, and mastermind session is built to help advisors close more business and serve clients at the highest level.
Advisor-Focused Training
Every talk, book, and mastermind session is built to help advisors close more business and serve clients at the highest level.
Real-World Results
From $50K cases to full career pivots, Tom’s strategies have helped thousands of advisors unlock growth they didn’t think was possible.
Real-World Results
From $50K cases to full career pivots, Tom’s strategies have helped thousands of advisors unlock growth they didn’t think was possible.
Real-World Results
From $50K cases to full career pivots, Tom’s strategies have helped thousands of advisors unlock growth they didn’t think was possible.
Real-World Results
From $50K cases to full career pivots, Tom’s strategies have helped thousands of advisors unlock growth they didn’t think was possible.
SPEAKER
Speaker to 1,000s of Advisors and Firms Across the US
Speaker to 1,000s of Advisors and Firms Across the US
Tom Wall, Ph.D. is one of the most sought-after speakers in the insurance and financial services industry. With over 20 years of experience and a deep command of whole life insurance, Tom delivers engaging, research-backed keynotes that simplify complex topics and inspire action. Whether he’s on stage at national conferences or leading firm-wide training sessions, he brings a rare mix of credibility, clarity, and conviction. Advisors don’t just listen to Tom—they change how they sell, think, and lead because of him.
Tom Wall, Ph.D. is one of the most sought-after speakers in the insurance and financial services industry. With over 20 years of experience and a deep command of whole life insurance, Tom delivers engaging, research-backed keynotes that simplify complex topics and inspire action. Whether he’s on stage at national conferences or leading firm-wide training sessions, he brings a rare mix of credibility, clarity, and conviction. Advisors don’t just listen to Tom—they change how they sell, think, and lead because of him.
COACH
Founder of Whole Life Masterminds
Founder of Whole Life Masterminds
Whole Life Masterminds is the only place in the industry offering weekly insights, training, and strategy specifically focused on participating whole life insurance. With over 1,600 members, it’s become the go-to hub for top advisors, firm leaders, and growth-minded professionals looking to sharpen their skills and add more value to their clients. Members get exclusive access to bi-weekly live calls, weekly expert insights, archived trainings, and Tom Wall’s most up-to-date tools and frameworks. If you're serious about mastering the product and closing more business, WLM is the edge you’ve been missing.
Whole Life Masterminds is the only place in the industry offering weekly insights, training, and strategy specifically focused on participating whole life insurance. With over 1,600 members, it’s become the go-to hub for top advisors, firm leaders, and growth-minded professionals looking to sharpen their skills and add more value to their clients. Members get exclusive access to bi-weekly live calls, weekly expert insights, archived trainings, and Tom Wall’s most up-to-date tools and frameworks. If you're serious about mastering the product and closing more business, WLM is the edge you’ve been missing.
AUTHOR
Writer of Best-Selling Book "Permission to Spend"
Writer of Best-Selling Book "Permission to Spend"
Permission to Spend is more than just a book—it’s a mindset shift for clients and a tool for advisors. With over 10,000 copies sold, this guide helps clients feel confident using the assets they’ve worked so hard to accumulate—without fear, guilt, or second-guessing. Tom wrote it to help advisors spark deeper planning conversations, reframe spending in retirement, and build trust faster. Whether used as a prospecting tool or a leave-behind in client meetings, Permission to Spend creates clarity—and opens doors.
Permission to Spend is more than just a book—it’s a mindset shift for clients and a tool for advisors. With over 10,000 copies sold, this guide helps clients feel confident using the assets they’ve worked so hard to accumulate—without fear, guilt, or second-guessing. Tom wrote it to help advisors spark deeper planning conversations, reframe spending in retirement, and build trust faster. Whether used as a prospecting tool or a leave-behind in client meetings, Permission to Spend creates clarity—and opens doors.
HOST
Creator & Host of "The Fast Start Forum"
Creator & Host of "The Fast Start Forum"
The Fast Start Forum is where high-potential advisors come to accelerate their growth and build momentum. Each year, Tom brings together top producers and experienced mentors for a one-day experience packed with practical strategies, peer collaboration, and mindset breakthroughs. It’s not about theory—it’s about what’s working right now in the field. Advisors walk away with real tools, a renewed sense of purpose, and a clear plan to take their next step forward. If you're ready to stop spinning your wheels and start producing, this is where you begin.
The Fast Start Forum is where high-potential advisors come to accelerate their growth and build momentum. Each year, Tom brings together top producers and experienced mentors for a one-day experience packed with practical strategies, peer collaboration, and mindset breakthroughs. It’s not about theory—it’s about what’s working right now in the field. Advisors walk away with real tools, a renewed sense of purpose, and a clear plan to take their next step forward. If you're ready to stop spinning your wheels and start producing, this is where you begin.
BOOKING
Request Tom to Speak at Your Firm or Event
Request Tom to Speak at Your Firm or Event
Want Tom to speak at your next firm meeting, conference, or training session? Use the form below to request details, availability, and pricing for live or virtual events. Tom’s talks are tailored to help advisors close more business, master the product, and leave with real tools they can use right away.
Want Tom to speak at your next firm meeting, conference, or training session? Use the form below to request details, availability, and pricing for live or virtual events. Tom’s talks are tailored to help advisors close more business, master the product, and leave with real tools they can use right away.
Want Tom to speak at your next firm meeting, conference, or training session? Use the form below to request details, availability, and pricing for live or virtual events. Tom’s talks are tailored to help advisors close more business, master the product, and leave with real tools they can use right away.
Media inquiries or
podcast interview requests?
Media inquiries or
podcast interview requests?
We’re happy to help. For press, interviews, or podcast appearances, please use the message field to include details about your request.
We’re happy to help. For press, interviews, or podcast appearances, please use the message field to include details about your request.
Where Tom speaks:
→ Firm-wide trainings
→ National sales conferences
→ Regional breakout sessions
→ Virtual advisor workshops
→ Podcast interviews & panels