• Episode 174: Whole Life Mastermind: Educating Advisors for a Better Financial Future

  • Oct 2 2024
  • Length: 16 mins
  • Podcast

Episode 174: Whole Life Mastermind: Educating Advisors for a Better Financial Future

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  • Summary

  • Tom Wall has spent the entirety of his 21-year career positioning whole life insurance and competing against his alternative. 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 nationwide. 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, a Wall Street Journal Best Seller and Amazon International Best Seller. Listen to this insightful RIA episode with Tom Wall about educating advisors for a better financial future. Here is what to expect on this week’s show: - How advisors face challenges due to opaque fee structure and misinformation surrounding whole life insurance, making it difficult to convey benefits. - Why the financial industry’s lack of academic research on whole life insurance adds to advisors’ difficulties in building trust and credibility with clients. - How the spread of misinformation poses a significant challenge for advisors trying to educate clients about the value of whole life insurance. - How Whole Life Mastermind connects advisors with industry experts, enhancing their knowledge and providing practical solutions for clients. - How Whole Life Mastermind aims to revive the culture of actuarial science and planning, offering comprehensive support for advisors in the whole life insurance sector. Connect with Tom: Links Mentioned: wholelifemasterminds.com LinkedIn linkedin.com/in/tomwall Learn more about your ad choices. Visit megaphone.fm/adchoices
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