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Hosted By Tom Wall, Ph.D.

A 1-Day In-Person Workshop For Financial Advisors

The Whole Life Accelerator

What if you could more confidently position whole life insurance, handle any objection, and move up-market to land bigger cases? In ONE DAY, I'll download everything I've learned in my 23-year career so you can walk away a better advisor and accelerate your success - the best language, selling frameworks, advanced concepts, and tactics to attract more and better prospects.

Reserve Your Seat All-Access: $878 in bonuses included with your $489 seat

October 8, 2026

Thursday · mark your calendar

9AM – 6PM

Full day of ideas, expertise, and networking

Dallas, Texas

In-person only

90 Seats

Limited capacity, no virtual option

Trusted By Advisors From

MassMutual Guardian Northwestern Mutual New York Life Penn Mutual OneAmerica Lafayette Life Modern Woodman Thrivent

When You Attend

You're Going To Become
A Different Advisor

In this 1-day workshop, you'll walk away with:

The language to explain whole life so clients actually understand it

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

The scripts, tactics, and frameworks to use the same week

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Advisors Who Attended

Tom Wall opening a previous Whole Life Accelerator

An advisor taking notes during a session

The room at a previous Whole Life Accelerator

For Advisors Selling Whole Life

Walk Out With The Knowledge
To Take On Bigger Cases

Gain a deeper understanding of whole life and clearer client language so you stop leaving opportunities on the table.

You already have a real practice

You're past the early years. You have clients and a process. You're ready for the bigger cases you used to pass on.

You want the real technical depth

You can already explain whole life. Now you want the research, mechanics, riders, and dividend detail that holds up when a client pushes back.

You're moving up-market

Business owners, larger premiums, more complex planning. You want the language and case design that fits those rooms.

Note. This is not beginner training. The day moves fast and assumes you already sell whole life. If you're brand new, start with the WLMM training library.

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

★★★★★

Dennis Martin, President at OneAmerica Financial

President · OneAmerica Financial

Core Topics

Leave Able To Run Every Whole Life
Conversation With Confidence

From the mechanics to the exact words that land with any client, so you never get stuck explaining or defending the product again.

Beyond the Basics

Start with the mechanics. Riders, dividends, taxation, and the technical engine behind whole life - the foundation every conversation builds on.

Bringing Whole Life to Life

Now translate the mechanics into client language. Move beyond illustrations and into real planning conversations that actually land.

Whole Life as a Volatility Buffer

Apply what you've learned to retirement planning. Position whole life as the buffer asset that reduces sequence-of-returns risk.

Permission to Spend

Here's the planning shift that changes everything. How a permanent death benefit frees clients to actually enjoy retirement.

Competing with Universal Life

Handle the comparison conversation head-on. Counter the IUL and GUL overpromises with the research and clarity to back you up.

Serving High-Net-Worth Clients

Take the conversation up-market. Business uses, leverage strategies, and case design at premium levels few advisors reach.

Prospecting and Moving Up-Market

Build the practice that attracts those clients. How to move up without losing the relationships that built you.

Influence and Sales Language

Tie it all together. The psychology, language, and scripts that turn every prior topic into buy-in across the table.

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Agenda

A Full Day Of Ready-To-Use Tactics
For Every Client Scenario

Technical foundations in the morning, real client conversations and live Q&A in the afternoon, then happy hour to close, so you leave with scripts you can use the same week.

Check-in and coffee at a previous Whole Life Accelerator

8:30 – 9:00 AM

Doors Open

Check-in, grab coffee, and get settled in.

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

Lunch and networking at a previous Whole Life Accelerator

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

Happy hour and networking at a previous Whole Life Accelerator

4:30 – 6:00 PM

Happy Hour + Topgolf Games

Wrap up the day with drinks, appetizers, Topgolf games, and networking.

Drinks and appetizers

Topgolf games in the bays

Networking with the room

Photos from previous Whole Life Accelerator events.

Location

Hosted At Topgolf - The Colony

25 minutes from DFW, free parking, classroom-style seating, full catering, and Topgolf bays for the closing happy hour. Everything is set up so the day stays on the work, not the logistics.

Easy To Reach

3760 Blair Oaks Dr, The Colony, TX. Close to DFW Airport, the Dallas North Tollway, and plenty of hotels.

Built For Learning

A private event space with classroom-style seating and clear sightlines so every seat is a good one.

Room To Connect

Private bar, lounge seating, and an indoor/outdoor setup made for real conversation.

Catering

Water, coffee, and lunch during the day, then happy hour with drinks and appetizers.

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.

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 you the research, the positioning, and the exact language I've developed over two decades - in person, in one focused day.

How I Help Advisors:

Online Coaching Program

Whole Life Masterminds

Keynote Speaker

National Events

Ticket Options

Walk Away With
Up To $878 In Extras

A standard ticket gives you the full day. An All-Access ticket adds 30 days inside Whole Life Masterminds. Both tickets give a one-time bonus credit of $489 toward Fast Start Forum 2027.

90 of 90 seats left · New York sold out

Standard

For existing WLMM members

Accelerator Seat

Your seat at the full-day workshop with Dr. Tom Wall.

$ 489

One-time. Non-refundable, transferable.

+ $489 credit toward Fast Start Forum 2027

Full $489 applied to Fast Start Forum 2027 · General Admission or VIP

One full day with Tom Wall · 9AM to 6PM, core topics covered

Live demonstrations and Q&A · ask Tom directly

Event materials and frameworks · bring them back to your practice

Coffee, lunch, and venue access · included throughout the day

A room of 90 serious advisors · networking and conversations

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Common Questions Before You Register

Location, refunds, team tickets, the Fast Start Forum credit, and how this day differs from the online library. Everything answered up front.

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 you by email after registration. Plan to arrive between 8:30 and 9:00 AM for coffee and check-in.

Do I 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 you want them, and skipping them costs you nothing. Come in whatever you'd normally wear to a client meeting.

How does the Fast Start Forum credit work?

Your full $489 ticket price is credited toward your 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 you the details on how to redeem it after the Accelerator.

Can I bring my team?

Yes, and advisors often come as a group from the same office. Reach out at [email protected] before you register and we'll coordinate your seats together and walk you through the options for booking several at once.

Is the ticket refundable?

Tickets to the Whole Life Accelerator are non-refundable. If something comes up, you may transfer your seat to another advisor by contacting us before the event.

What happens with the 30 days of WLMM access?

Your 30 days of full Whole Life Masterminds access begins on October 8, 2026 (event day). You'll get access to the entire training library, live coaching, and member community for 30 days. After that, you 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 you'll go through them 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.

Who is this workshop for?

Financial advisors who want to position whole life with greater confidence and at higher premium levels. It works whether you're a few years in or already producing at higher levels. The material is technical and practical, and the room will be advisors who take the work seriously.

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 you'll have access to as part of your registration.

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In Just 1 Day, You'll Become A Better Advisor

Claim your seat for the Whole Life Accelerator. All-Access includes $878 in bonuses and the full $489 credits toward Fast Start Forum 2027.

Reserve Your Seat

$489 · Credited toward Fast Start Forum 2027 · Non-refundable, transferable to another advisor.

$489

Oct 8 · Dallas · 90 seats

Reserve Your Seat

The Whole Life Accelerator

You're Going To Become
A Different Advisor

Walk Out With The Knowledge
To Take On Bigger Cases

Leave Able To Run Every Whole Life
Conversation With Confidence