Eliminate fear from your retirement, minimize taxes, take control and gain the Permission to Spend your hard-earned money.
Eliminate fear from your retirement, minimize taxes, take control and gain the Permission to Spend your hard-earned money.
Discover the strategies to optimize your savings, minimize taxes, and create multiple sources of guaranteed income for a fulfilling retirement. Learn how to maximize your spending early on and reduce reliance on traditional banking.
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Tom Wall has spent the entirety of his 20-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 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 12 & 9 and is an avid golfer and traveler.
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