WEALTH WITHOUT WORRY
WEALTH
WITHOUT
WORRY
WEALTH WITHOUT WORRY
Tom Wall is a highly sought-after keynote speaker, a best-selling author, and one of the most trusted voices in the life insurance industry. Through transformational talks and proven frameworks, he helps financial advisors overcome doubt, unlock new opportunities, and sell with conviction.
Tom Wall is a highly sought-after keynote speaker, a best-selling author, and one of the most trusted voices in the life insurance industry. Through transformational talks and proven frameworks, he helps financial advisors overcome doubt, unlock new opportunities, and sell with conviction.
Tom Wall is a highly sought-after keynote speaker, a best-selling author, and one of the most trusted voices in the life insurance industry. Through transformational talks and proven frameworks, he helps financial advisors overcome doubt, unlock new opportunities, and sell with conviction.
"You're going to get the best of the best." - Kuldeep Madan, Madan + Associates
A Few of Tom's
Trusted Partners:
A Few of Tom's
Trusted Partners:
A Few of Tom's
Trusted Partners:
Download "6 Client Objections"
The Financial Advisor's Guide to Stop Losing Whole Life Sales and Missing Opportunities.
Master the most common 6 client objections standing between you and your next whole life sale —before your next client meeting.
Download "6 Client Objections"
The Financial Advisor's Guide to Stop Losing Whole Life Sales and Missing Opportunities.
Master the most common 6 client objections standing between you and your next whole life sale —before your next client meeting.
Download "6 Client Objections"
The Financial Advisor's Guide to Stop Losing Whole Life Sales and Missing Opportunities.
Master the most common 6 client objections standing between you and your next whole life sale —before your next client meeting.
MOST ADVISORS WANT TO SELL WITH CONVICTION
MOST ADVISORS WANT TO SELL WITH CONVICTION
MOST ADVISORS WANT TO SELL WITH CONVICTION
They want to recommend what they believe in, close bigger cases, and feel proud of how they’re doing it.
They want to recommend what they believe in, close bigger cases, and feel proud of how they’re doing it.
But something keeps getting in the way. They hesitate, soften their language, or avoid recommending whole life entirely — often without realizing why. And beneath all of it is a quiet but persistent doubt.
That doubt shows up in conversations. Clients doubt the product. Advisors doubt how they’ll be perceived. And over time, that hesitation erodes clarity, confidence, and momentum.
I know exactly what that feels like — because I was there. The turning point came when I studied the science and mathematics behind whole life. I stopped relying on belief alone, and started developing a deeper understanding of how and why it works.
That shift didn’t just help me explain it better—it gave me the confidence to lead with it. Because when you know something is mathematically sound, economically efficient, and behaviorally aligned with your clients’ best interests, it becomes easier to speak with surefire conviction.
Now, I help advisors do the same. I teach them how to remove doubt, lead conversations with clarity, and grow a business that’s built on trust, not pressure.
But something keeps getting in the way. They hesitate, soften their language, or avoid recommending whole life entirely — often without realizing why. And beneath all of it is a quiet but persistent doubt.
That doubt shows up in conversations. Clients doubt the product. Advisors doubt how they’ll be perceived. And over time, that hesitation erodes clarity, confidence, and momentum.
I know exactly what that feels like — because I was there. The turning point came when I studied the science and mathematics behind whole life. I stopped relying on belief alone, and started developing a deeper understanding of how and why it works.
That shift didn’t just help me explain it better—it gave me the confidence to lead with it. Because when you know something is mathematically sound, economically efficient, and behaviorally aligned with your clients’ best interests, it becomes easier to speak with surefire conviction.
Now, I help advisors do the same. I teach them how to remove doubt, lead conversations with clarity, and grow a business that’s built on trust, not pressure.
Meet Tom Wall
Meet
Tom Wall
Meet Tom Wall
Tom Wall is a keynote speaker, bestselling author, and the founder of Whole Life Masterminds.
For over 20 years, he’s helped financial advisors master the language, confidence, and mindset needed to lead high-stakes conversations around whole life insurance.
He started as a top-producing advisor at Northwestern Mutual, went on to lead national teams at MassMutual, and is now leading a movement to reshape the way advisors talk about money—with clarity, conviction, and purpose.
Tom holds Ph.D.-level credentials in retirement income planning, with original research on whole life as a fixed income alternative. He’s trained thousands of advisors across the country, delivered talks on major industry stages, and authored Permission to Spend—a modern guide to aligning money with meaning.
Tom Wall is a keynote speaker, bestselling author, and the founder of Whole Life Masterminds.
For over 20 years, he’s helped financial advisors master the language, confidence, and mindset needed to lead high-stakes conversations around whole life insurance.
He started as a top-producing advisor at Northwestern Mutual, went on to lead national teams at MassMutual, and is now leading a movement to reshape the way advisors talk about money—with clarity, conviction, and purpose.
Tom holds Ph.D.-level credentials in retirement income planning, with original research on whole life as a fixed income alternative. He’s trained thousands of advisors across the country, delivered talks on major industry stages, and authored Permission to Spend—a modern guide to aligning money with meaning.
Tom Wall is a keynote speaker, bestselling author, and the founder of Whole Life Masterminds.
For over 20 years, he’s helped financial advisors master the language, confidence, and mindset needed to lead high-stakes conversations around whole life insurance.
He started as a top-producing advisor at Northwestern Mutual, went on to lead national teams at MassMutual, and is now leading a movement to reshape the way advisors talk about money—with clarity, conviction, and purpose.
Tom holds Ph.D.-level credentials in retirement income planning, with original research on whole life as a fixed income alternative. He’s trained thousands of advisors across the country, delivered talks on major industry stages, and authored Permission to Spend—a modern guide to aligning money with meaning.
Trusted by Leaders in Finance, Leadership, and Personal Growth
Trusted by Leaders in Finance, Leadership, and Personal Growth
"After the last session one of my 20-year veteran wealth management advisors said, 'that was the best hour I've ever spent learning about whole life."
Greg Cohn
CEO, MassMutual Northern California
"The room was packed, the energy was amazing. It was amazing to get on stage and add a ton of value and engage with people."
Chris Kirkpatrick
Founder, LIFE180
"I was really impressed with the calibre of people that were here.. The advisors were all focused on growth which I absolutely love."
Kristin Andree
Founder, My FA Coach
"You're going to get the best of the best. The folks that are learning from you are going to be giving back as much as you give to them. It's riveting."
Kuldeep Madan
CEO, Madan + Associates
"After the last session one of my 20-year veteran wealth management advisors said, 'that was the best hour I've ever spent learning about whole life."
Greg Cohn
CEO, MassMutual Northern California
"The room was packed, the energy was amazing. It was amazing to get on stage and add a ton of value and engage with people."
Chris Kirkpatrick
Founder, LIFE180
"I was really impressed with the calibre of people that were here.. The advisors were all focused on growth which I absolutely love."
Kristin Andree
Founder, My FA Coach
"You're going to get the best of the best. The folks that are learning from you are going to be giving back as much as you give to them. It's riveting."
Kuldeep Madan
CEO, Madan + Associates
"The moment you believe in
what you do, is the moment
your clients start believing too."
"The moment you believe in
what you do, is the moment
your clients start believing too."
"The moment you believe in what you do, is the moment your clients start believing too."
Explore Tom’s Work
Explore
Tom’s Work
Explore Tom’s Work
Whether you're leading a team, growing your business, or reshaping your personal relationship with money — Tom’s work meets you where you are.
Speaking Engagements
Speaking Engagements
Speaking Engagements
Keynotes & Workshops for Advisors Who Want to Close with Confidence
Keynotes & Workshops for Advisors Who Want to Close with Confidence
Keynotes & Workshops for Advisors Who Want to Close with Confidence
Tom’s signature talks equip advisors to eliminate doubt, communicate with conviction, and lead clients to their own decisions—without ever feeling pushy.
Tom’s signature talks equip advisors to eliminate doubt, communicate with conviction, and lead clients to their own decisions—without ever feeling pushy.
Tom’s signature talks equip advisors to eliminate doubt, communicate with conviction, and lead clients to their own decisions—without ever feeling pushy.
Whole Life Masterminds
Whole Life Masterminds
Whole Life Masterminds
A Private Coaching Group for Advisors Who Want to Grow with Purpose
A Private Coaching Group for Advisors Who Want to Grow with Purpose
A Private Coaching Group for Advisors Who Want to Grow with Purpose
Join monthly live sessions, connect with top producers, and get real-time support on messaging, objections, and growth strategies.
Join monthly live sessions, connect with top producers, and get real-time support on messaging, objections, and growth strategies.
Join monthly live sessions, connect with top producers, and get real-time support on messaging, objections, and growth strategies.
Permission to Spend
Permission to Spend
Permission to Spend
A Modern Guide to Aligning Money with Mission
A Modern Guide to Aligning Money with Mission
A Modern Guide to Aligning Money with Mission
Tom’s best selling book flips the script on traditional financial advice. It’s not about hoarding wealth—it’s about using it well.
Tom’s best selling book flips the script on traditional financial advice. It’s not about hoarding wealth—it’s about using it well.
Tom’s best selling book flips the script on traditional financial advice. It’s not about hoarding wealth—it’s about using it well.
The Fast Start Forum 2026
The Fast Start Forum 2026
The Fast Start Forum 2026
Tom’s Flagship Annual Event for Advisors and Leaders Ready to Scale
Tom’s Flagship Annual Event for Advisors and Leaders Ready to Scale
Tom’s Flagship Annual Event for Advisors and Leaders Ready to Scale
This high-energy event brings together elite thinkers, doers, and speakers to help you accelerate faster, lead deeper, and build a legacy that lasts.
This high-energy event brings together elite thinkers, doers, and speakers to help you accelerate faster, lead deeper, and build a legacy that lasts.
This high-energy event brings together elite thinkers, doers, and speakers to help you accelerate faster, lead deeper, and build a legacy that lasts.
Build.
Lead.
Spend.
Grow.
Build.
Lead.
Spend.
Grow.
Build.
Lead.
Spend.
Grow.
Build.
Lead.
Spend.
Grow.
Want Tom to Speak at
Your Next Event?
Whether you’re hosting a national conference, a firm event, or a private workshop—Tom brings the perfect blend of clarity, conviction, and real-world strategies your advisors won’t forget.
Want Tom to Speak at Your
Next Event?
Whether you’re hosting a national conference, a firm event, or a private workshop—Tom brings the perfect blend of clarity, conviction, and real-world strategies your advisors won’t forget.
Want Tom to Speak at Your Next Event?
Whether you’re hosting a national conference, a firm event, or a private workshop—Tom brings the perfect blend of clarity, conviction, and real-world strategies your advisors won’t forget.
When Advisors Hear Tom Speak, They Take Action.
When Advisors Hear Tom Speak, They Take Action.
Here’s what your audience will walk away with:
Here’s what your audience will walk away with:
A powerful new lens to view whole life that removes pressure from sales
A powerful new lens to view whole life that removes pressure from sales
A powerful new lens to view whole life that removes pressure from sales
A powerful new lens to view whole life that removes pressure from sales
Real-world scripts to handle objections, without losing trust
Real-world scripts to handle objections, without losing trust
Real-world scripts to handle objections, without losing trust
Real-world scripts to handle objections, without losing trust
A repeatable, client-led process that leads to more confident closes
A repeatable, client-led process that leads to more confident closes
A repeatable, client-led process that leads to more confident closes
A repeatable, client-led process that leads to more confident closes
Stories and analogies they can start using immediately with clients
Stories and analogies they can start using immediately with clients
Stories and analogies they can start using immediately with clients
Stories and analogies they can start using immediately with clients
Renewed belief in what they do—and why it matters
Renewed belief in what they do—and why it matters
Renewed belief in what they do—and why it matters
Renewed belief in what they do—and why it matters
Take the First Step Toward Becoming the Advisor
You’re Meant to Be
Take the First Step Toward Becoming the Advisor You’re Meant to Be
Whole Life Masterminds
Whole Life Masterminds
Level up your conversations, confidence, and close rates with real-time coaching, expert frameworks, and a high-performing advisor community.
Permission to Spend
Permission to Spend
Tom’s bestselling book breaks down the mindset and math behind whole life in a way your clients will finally understand—and trust.
The Fast Start Forum 2026
The Fast Start Forum 2026
Join 500 driven advisors for a transformational 3-day experience focused on growth, clarity, and career-defining momentum.
About Tom Wall
About Tom Wall
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 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 14 & 11, and is an avid golfer and traveler.
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 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 14 & 11, and is an avid golfer and traveler.