Financial Advisors & Life Insurance Professionals...

Turn unrealized potential into unimagined success.

89% SOLD OUT!

150 ADVISORS

2.5 DAYS

12 AMAZING SPEAKERS

Fast-forward your practice by two years in just two days.

Tom Wall, Ph.D. and Whole Life Masterminds are pleased to invite you to the ONLY event focused on growing your whole life sales and competing against all its alternatives.

Do you ever feel like you could be further ahead in your professional growth?

Do you wish you could replicate the success of the best in the business?

What if you could always know just what to say and stop missing opportunities?

We have assembled some of the best in the business to share their shortcuts to success.

The best language, cutting-edge planning strategies, prospecting hacks, data-driven research, the launch of a new client engagement model, and much more.

Here's what you'll GAIN when you secure your ticket to the Fast Start Forum Live!

  • A proven plan that you can execute on immediately to make 2025 your best year ever.

  • The math and science that proves participating whole life insurance is a no-brainer.

  • What the best in the business are saying to their clients to make them ASK to buy.

  • How to handle ANY objection, so you stop losing sales.

  • The hottest sales concepts and advanced markets so you stop missing opportunities.

  • How to find $1,000,000+ premium cases (where to look, what to say, and how to close the deal)

  • The words to use so you never lose a case to Indexed Universal Life again.

  • Early mover ACCESS to special offers that will only be available at this first-ever, in-person event.

AN INCREDIBLE EVENT REQUIRES AN INCREDIBLE VENUE.
An experience unlike any other:
(This event is being held at the Hilton Marina Hotel)

Stay at the Hilton Fort Lauderdale Marina

Newly renovated rooms, 10-minute access to white sand beaches, rooftop dining, and beautiful marina views.

Learn in Luxury with over 100 like-minded advisors

Escape the February cold, ditch the typical windowless conference room, and start your year off right.

Up to 19 hours of expert coaching

Learn secrets of industry thought leaders, performance coaches, and advisors at the TOP of their games,

Network in Paradise

Surround yourself with the best. One great connection could change your career FOREVER!

Topgolf Networking Event

Join all ticket holders for a unique night out of fun, food, friendship, and new connections.

VIP Dinner Experience

Upgrade for extra coaching and an intimate all-access experience with top presenters and other VIPs.

PLUS! Book your stay at the Hilton Marina Hotel
and get a special bonus at the event.

(Event is being held at the Hilton Marina Hotel -

Make it easy - book your hotel room right where the event is happening!)

The Top 3 Reasons why YOU should absolutely attend the

FAST START FORUM - LIVE!

INCREASE SALES

Move beyond selling and learn cutting edge frameworks that irresistibly make your clients want to take action.

GAIN HACKS

Master the strategies, tactics, and habits that separate top performers from everyone else with 11 amazing speakers.

SHORTCUT SUCCESS

End the vicious cycle of trial and error that slows you down, and focus on the proven path toward massive success.

PILLAR 1: CAPTURE CONVICTION

Sales is little more than a transfer of energy, and clients can FEEL your belief and commitment. We start with the math and science (from a Ph.D in the space) that proves whole life is the best-kept secret in personal finance.

PILLAR 2: FAST FORWARD THE FUTURE

You’ll learn exactly what to say to help clients understand the challenges they’ll face in the future, so they can make the decisions today that their future-selves will be wishing they had made today.

PILLAR 3: MASTER THE MESSAGE

How you talk about protection-first planning is as important as the years of technical studying you’ve done.  You’ll learn how the best in the business move their clients to action.

PILLAR 4: PRESENT WITH A PROCESS

We’ll unveil a proprietary framework that turns the tables, transforming traditional selling of features and benefits into an experience where clients are asking YOU to buy.

PILLAR 5: OBLITERATE OBJECTIONS

Never lose a case again with irrefutable language that shuts down any objection.  Also, learn exactly what to say when in competition with IUL so your clients never want to go elsewhere.

PILLAR 6: OPEN EVERY OPPORTUNITY

Learn about new, high-end, lucrative markets that you’re not serving today.  Massive success has nothing to do with luck - it’s all about knowing where to look and what to say to open the case.

PILLAR 7: RAISE YOUR REFERRABILITY

How you manage your practice and prospect for new opportunities is the lifeblood of a successful practice.  You’ll learn hacks from the BEST in the business that have propelled them to enviable success.

PILLAR 8: BUILD YOUR BRILLIANCE

We’ll help you fast-forward your success by two years with what you’ll learn in these two days, but it doesn’t stop there.  You’ll get exclusive opportunities to engage and accelerate your development.

This is definitely for YOU if:

  • You're looking to accelerate the growth of your life insurance business and count yourself among the most elite ranks of advisors.

  • You want to get more out of your existing book of business with fresh ideas, language, and reasons to add value.

  • You've struggled to have the whole life conversation with your clients and are looking for practical ways to give them more clarity and win their business with more confidence and conviction.

  • You're a firm leader looking to motivate and engage your advisors in order to help them realize their fullest potential.

  • You're tired of riding the "prospecting rollercoaster" and want to position yourself as a trusted, go-to advisor within the market you serve.

MEET YOUR SPEAKERS

EVEN MORE TO COME!!!
Stay tuned as we announce more Top 1% Advisor & Influencer guests!

To keep this event intimate and give you maximum access to our incredible faculty, we only have space for 150 highly motivated advisors.

Do not wait - we will sell out!

General Admission
$1197


(Act Fast - 89% Sold Out! 11 Seats Left)

  • Access to Networking Mixer

  • Access to Event & Speakers

    • 14 Hours of Coaching

  • Lunch Monday & Tuesday

  • Topgolf Networking Event

  • Private Attendee-only Community

VIP Experience
$2,197


(Act Fast - Only 6 tickets remaining)

  • Access to Networking Mixer

  • Access to Event & Speakers

    • 18 Hours of Coaching

  • Lunch Monday & Tuesday

  • Topgolf Networking Event

  • Private Attendee-only Community

  • Exclusive VIP Tuesday Afternoon Learning Session with Top Speakers

  • Exclusive VIP Dinner and networking event with Top Speakers

  • FIRST Access to Tom's brand-new "Whole Life Accelerator" method.

  • Private 1:1 Coaching Session with Tom

  • Lifetime Access to Presentations & Recordings

  • VIP Reserved Seating

  • Special BONUS Gift for VIPs

*Tickets are non-refundable, but they are transferable to another individual if you cannot make it.

Please contact [email protected] at least 48 hours before the event so we can adjust accordingly.

MEET YOUR HOST
TOM WALL, Ph.D., MBA, MSFS, CLU, ChFC

Tom Wall has spent the entirety of his 21-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 now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.” Tom lives in the greater Boston area with his two sons age 13 & 10, and is an avid golfer and traveler.

WHAT OTHERS HAVE TO SAY ABOUT WORKING WITH TOM

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