Hosted By Tom Wall, Ph.D.
The Whole Life Accelerator · For Firm Leaders And Teams
Give Your Advisors Access To The Industry's Top Whole Life Strategies
In this 1-day in-person workshop, I'll share everything I've learned about whole life throughout my 23-year career with your team. Every advisor you send will leave with the latest research, language, concepts, and scripts, so they can talk about whole life with any client and go after bigger cases with confidence.
Trusted By Advisors From
MassMutual
Guardian
Northwestern Mutual
New York Life
Penn Mutual
OneAmerica
Lafayette Life
Modern Woodman
Thrivent
What To Expect
Your Entire Team Will Become Better Advisors,
Your Entire Team Will Become Better Advisors,
With The Same Clear Plan
In one day, every advisor you send walks away with:
One shared language for whole life so every client of your firm hears the same clear story
A clear way to show real income and living benefits instead of confusing illustrations
The judgment to know when whole life belongs inside a retirement plan instead of being sold on its own
The exact words for when clients compare whole life to universal life or IUL
The confidence to lead higher-net-worth conversations without waiting for you to join the meeting
The scripts, tactics, and frameworks they can use the same week, and you can coach to all year
Advisors Who Attended
For Firms And Teams
Built For Firms Ready To
Built For Firms Ready To
Unlock Higher Net-Worth Markets
This one-day workshop is best suited for leaders and firms who deeply believe in whole life and are committed to growth:
01
You lead advisors who already sell whole life
Managing partners, agency leaders, sales managers, and firm owners. Your people are past the basics. You want them equipped for the cases they've been handing off or passing on.
02
You want consistency across the roster
Right now your best advisor explains whole life one way and your newest explains it another. One day in the same room gives everyone the same research, mechanics, riders, and dividend detail that holds up when a client pushes back.
03
You're taking the firm up-market
Business owners, larger premiums, more complex planning. You want your team to have the language and case design that fits those rooms, and you want it this quarter, not after another year of trial and error.
What Industry Leaders Say
"
Anytime we attend a Tom Wall event, we leave with actionable takeaways to use right away. Just that is worth the price of admission.
Dennis Martin
President, OneAmerica Financial
★★★★★
President · OneAmerica Financial
Core Topics
It's Everything They Need To Go After
It's Everything They Need To Go After
Bigger Cases With Confidence
Your team will gain a deep technical understanding of whole life as a product, plus how to position it so it makes sense to clients, so they can go after bigger cases with confidence.
Beyond the Basics
A clear look at how a whole life policy actually works: riders, dividends, cash value, and how the tax code treats each one. Your advisors leave able to answer the hard technical questions instead of deferring them.
Bringing Whole Life to Life
How to explain whole life in plain words a client understands, without leaning on an illustration to do the talking. Your advisors move from quoting a policy to leading a real planning conversation.
Whole Life as a Volatility Buffer
How to use a policy's cash value as a safe place to draw income from when markets drop, so a client isn't forced to sell investments at a loss. One of the most valuable retirement uses of whole life, and the one most advisors miss.
Permission to Spend
Why a guaranteed death benefit gives clients the confidence to actually enjoy their retirement savings instead of guarding every dollar. Your advisors learn to make this a central reason a client wants the policy.
Competing with Universal Life
Exactly what to say when a client asks why not IUL or GUL. Your advisors get the research and the plain answers to walk through the real trade-offs, calmly and without overpromising.
Serving High-Net-Worth Clients
How whole life fits business owners and larger estates: funding buy-sell agreements, borrowing against cash value, and designing bigger cases. The higher-premium rooms most advisors never feel ready to walk into.
Prospecting and Moving Up-Market
How to attract higher-net-worth clients and grow into bigger cases without leaving behind the relationships that built the practice. Practical ways for your advisors to keep the pipeline full as they move up.
Influence and Sales Language
The specific words, questions, and framing that help a client feel confident saying yes. Simple language your advisors can put to work in their very next client meeting.
Agenda
They'll Leave Knowing Exactly How To Talk About
They'll Leave Knowing Exactly How To Talk About
Whole Life With Any Client
A full day that moves from the technical side of whole life to how to apply the concepts within actual client conversations.
8:30 – 9:00 AM
Doors Open
Check-in, grab coffee, and find your team's seats.
Check-in and coffee
Time to meet the room before we start
9:00 AM – 12:00 PM
Morning Session
The technical side of whole life.
Product Design
Policy Structure
Tax Code Considerations
Core Client Conversations
12:00 – 12:45 PM
Lunch Break
Lunch is provided so the day keeps moving.
Lunch provided on site
Open Q&A and networking
12:45 – 4:30 PM
Afternoon Session
Applying concepts in client conversations.
Whole Life in Retirement
Basics of Business Planning
Estate Planning & Wealth Transfer
Framing & Positioning the Sale
Live Q&A with Tom
4:30 – 6:00 PM
Happy Hour + Topgolf Games
Wrap up the day with drinks, appetizers, Topgolf games, and networking. A built-in debrief for your team before everyone heads home.
Drinks and appetizers
Topgolf games in the bays
Time for your team to compare notes
Photos from previous Whole Life Accelerator events.
Location
Hosted At Topgolf - The Colony
Free parking, classroom-style seating with your team together, full catering, Q&A, and networking to close the day.
Easy To Reach
3760 Blair Oaks Dr, The Colony, TX. Close to DFW Airport, the Dallas North Tollway, and plenty of hotels for teams flying in the night before.
Built For Learning
A private event space with classroom-style seating and clear sightlines. Firms are seated together so your team can work as a group.
Room To Connect
Private bar, lounge seating, and an indoor/outdoor setup made for real conversation, with your team and with advisors from other firms.
Catering
Water, coffee, and lunch during the day, then happy hour with drinks and appetizers. Nothing for your team to expense.
Reliable Tech
High-speed wifi, full A/V, HDTVs, and working power outlets throughout the space.
More Than A Meeting Room
Topgolf games in the climate-controlled hitting bays are included in happy hour. No golf experience required.
Meet Your Host
Tom Wall, Ph.D., MBA, MSFS, CLU, ChFC
I've spent 23 years helping advisors position whole life insurance with conviction, and a good share of that time was spent doing exactly what you do: leading advisors.
Starting out as an award-winning advisor at Northwestern Mutual and MassMutual, my career took a turn toward home office sales leadership where I coached thousands of advisors nationwide.
After completing two masters degrees in business and finance, I turned my focus toward a PhD in retirement income planning with original research on whole life as a fixed income alternative under industry legends Wade Pfau, Michael Finke, and Stephen Parrish.
Now I speak weekly all over the country and run Whole Life Masterminds, a coaching program for 1,700+ advisors who specialize in protection-first planning.
This one-day Accelerator is where I give your team the research, the positioning, and the exact language I've developed over two decades - in person, in one focused day, with you in the room to hear it too.
How I Help Advisors:
Team Seating
Ready To Give Your Team
Ready To Give Your Team
An Unfair Advantage?
Book a call with me and we'll figure out how many advisors you're sending, which tier fits, and get everyone registered and seated together.
Standard
For firms already inside WLMM
Accelerator Seat
One seat at the full-day workshop with Tom Wall. Priced per advisor.
$
489
per seat
One-time. Non-refundable, transferable within your firm.
+ $489 credit toward Fast Start Forum 2027, per seat
Full $489 applied to Fast Start Forum 2027 · General Admission or VIP, for each advisor
One full day with Tom Wall · 9AM to 6PM, core topics covered
Live demonstrations and Q&A · your advisors ask Tom directly
Event materials and frameworks · the same set for everyone on your team
Coffee, lunch, and venue access · included throughout the day
A room of 90 serious advisors · your team plus peers from other firms
Bringing a team or want to talk first? Learn more
Most Popular For Teams
All-Access
Accelerator + WLMM Access
Everything in the standard seat, plus 30 days inside Whole Life Masterminds for each advisor you send.
$
489
per seat
Same price. Includes $389 of WLMM access free, per advisor.
Bonuses Included Per Seat
$878
Fast Start Forum 2027 credit
Applies to General Admission or VIP $489
Applies to General Admission or VIP $489
30 days of Whole Life Masterminds
Begins on event day +$389
Begins on event day +$389
That $489 credit covers 29% of a General Admission ticket ($1,697) or 16% of VIP ($2,997).
Everything in the Standard Seat
30 days of full WLMM access · begins on October 8, 2026 (event day)
105+ on-demand training sessions · the full curriculum your team can keep working through after Dallas
Bi-weekly live coaching with Tom · ongoing access
1,700+ member community · your whole team inside the same room as advisors from the major mutuals
Bringing a team or want to talk first? Learn more
No commitment · Cancel any time · Billing begins November 7, 2026
90 seats remaining · New York sold out
Founder · McGuire Wealth & Legacy Planning
What Industry Leaders Say
"
I spent 7 hours with Tom learning life insurance strategies and how to use them, especially in retirement planning. My biggest takeaway was how to incorporate whole life with the distribution side.
John McGuire
Founder, McGuire Wealth & Legacy Planning
★★★★★
FAQs
Common Questions From Team Leaders
How to register a team, location, ticket transfers, the Fast Start Forum credit, and anything else you're wondering about the workshop.
How do I register my whole team?
Book a call at timewithtomwall.com. We'll talk through how many advisors you're sending, which tier fits your firm, and get everyone registered and seated together. If you'd rather register directly, both checkout links are in the ticket options above.
Where exactly is the workshop held?
Topgolf DFW – The Colony at 3760 Blair Oaks Dr, The Colony, TX 75056. Free on-site parking. Full check-in details will be sent to each registered advisor by email. Plan for your team to arrive between 8:30 and 9:00 AM for coffee and check-in.
Should I attend with my advisors?
Yes, and most leaders do. Your seat is the same $489 seat as your advisors, and you'll want to be in the room to hear the language your team will be using afterward. It makes coaching to it later a lot easier.
Can I send advisors at different experience levels?
Yes, as long as they already sell whole life. The day works for advisors a few years in and for advisors already producing at higher levels. If someone on your team is brand new, they'll get more from starting in the WLMM training library first, and we can sort that out on the call.
How does the Fast Start Forum credit work?
Each advisor's full $489 ticket price is credited toward their own registration for The Fast Start Forum 2027, on either tier. That covers 29% of a General Admission ticket at $1,697, or 16% of a VIP ticket at $2,997. The credit applies to both the Standard and All-Access seat, and we'll send each registered advisor the details on how to redeem it after the Accelerator.
Do my advisors need to know how to golf?
No. The workshop itself runs in a private event space with classroom-style seating, exactly like any other conference room. The hitting bays are available during happy hour if your team wants them, and skipping them costs you nothing. Business casual, whatever your advisors would normally wear to a client meeting.
Is the ticket refundable?
Tickets to the Whole Life Accelerator are non-refundable. If an advisor's plans change, you may transfer that seat to another advisor from your firm by contacting us before the event.
What happens with the 30 days of WLMM access?
Each advisor on an All-Access seat gets 30 days of full Whole Life Masterminds access beginning on October 8, 2026 (event day). That includes the entire training library, live coaching, and the member community. After 30 days, each advisor can choose to continue at the standard monthly rate or let it end.
How is this different from the WLMM training library?
The topics covered are the most impactful concepts inside the WLMM curriculum. The difference is your team goes through them together, in one focused day, in person, with Tom in the room walking through case examples and answering questions live. Many advisors find this format helps the material stick differently than going through it on their own.
Will there be a recording?
The workshop itself is in-person only. However, all the day's topics are covered in the WLMM training library, which All-Access attendees have access to for 30 days after the event.
Reserve Your Seats
Level Up Your Whole Roster On October 8th
Grab your team's seats now, or book a call and we'll size it with you. $489 per advisor, up to $878 in value per seat, and every dollar credits toward Fast Start Forum 2027.
$489 per seat · Credited toward Fast Start Forum 2027 · Non-refundable, transferable within your firm.
$489 / seat
Oct 8 · Dallas · Team seating
Before You Go
Here's What Your Team Would Be
Here's What Your Team Would Be
Walking Away From:
One shared language for whole life across every advisor at your firm
A clear way to show real income and living benefits instead of confusing illustrations
The judgment to know when whole life belongs inside a retirement plan instead of being sold on its own
The exact words for when clients compare whole life to universal life or IUL
The confidence to lead higher-net-worth conversations without you in the meeting
The scripts, tactics, and frameworks your team can use the same week
The Whole Life Accelerator · Team Seating
October 8 · Dallas
Topgolf The Colony · 90 seats, teams seated together, no virtual option
Standard per seat
$489
All-Access per seat, +$389 in bonuses
$489
Every seat credits $489 toward Fast Start Forum 2027
Grab your team's seats, or talk it through with Tom first.
Get Tickets
Learn More
