Episode 604

PhD Shares The Best Kept Secret Of The Financial Industry | Tom Wall

Today on the BetterWealth show I'm interviewing Tom Wall, who holds a Ph.D. 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. Tom believes whole life insurance is the best-kept secret in financial planning and shares his research and data to back that claim!

Guest Bio

Tom holds a Ph.D. 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 academics and selling from a place of integrity come from a 20-year career of 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. He has been a well known storyteller at perennial company conferences and firm meetings nation-wide. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and is authoring multiple pieces of original thought leadership, books, and other content.

Guest Links and Resources

Connect with Tom - https://www.tomwalltalks.com/

Buy Tom's Book - https://www.tomwalltalks.com/permissiontospend

Tom's Social Media -

https://www.instagram.com/tomwalltalks/

https://www.tiktok.com/@tomwalltalks

Episode Links and Resources

Get FREE Access to our Overfunded Whole Life Insurance Masterclass - https://bttr.ly/vault

Get Your Questions Answered by one of our Life Insurance Experts - https://bttr.ly/aaclarity

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Free 15 Minute Clarity Call: https://bttr.ly/ytclarity

The And Asset Book: https://bttr.ly/book