Maximizing Wealth with Whole Life Insurance

Welcome to Episode 014 of Sterling Insights:  Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk.  In this episode, Roger sits down with Tom Wall and discusses the shift from wealth accumulation to strategic asset spending in retirement.

Tom Wall has spent 21 years specializing in whole life insurance, starting as an award-winning advisor with Northwestern Mutual before moving to MassMutual. He later held leadership roles in sales and marketing, becoming a renowned storyteller and product expert. Tom earned a Ph.D. in retirement income planning, with research on Whole Life as a Fixed Income Alternative, guided by industry leaders Wade Pfau, Michael Finke, and Stephen Parrish. He now coaches financial advisors, leads the Whole Life Masterminds study group, and authored Permission to Spend, a Wall Street Journal and Amazon International Best Seller. Based in the Boston area, he enjoys golf and travel with his two sons.

Here are some highlights from the episode:

·       Tom stresses the importance of optimizing the fixed income portion of your portfolio to maximize tax advantages and ensure guaranteed growth.

·       Tom emphasizes the importance of refocusing on core principles in financial advising, particularly within the realm of life insurance.

·       Tom discusses the need to separate hype from academically sound strategies, encouraging advisors and consumers to cut through the noise and make informed decisions.

Connect with Guest:

Website:  https://www.wholelifemasterminds.com/

Permission to Spend: Maximize Your Retirement with the Best-Kept Secret in Personal Finance:  https://www.amazon.com/Permission-Spend-Maximize-Retirement-Best-Kept/dp/1959840215/ref=tmm_pap_swatch_0?_encoding=UTF8&dib_tag=se&dib=eyJ2IjoiMSJ9.C4nu5DBVsH93BiXYBJcj_YiwVIOaVeAxmVQfqh8Up5k.BFDAk29SsyUnLZRXzX_Xbe5x5TJDcL078YgpkZMlYFw&qid=1716897081&sr=8-1

LinkedIn:  https://www.linkedin.com/in/tomwall/

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

Connect with Roger:

Website:  https://www.sterlingfoundations.com

Facebook:  https://www.facebook.com/sterlingfoundations/

Twitter:  https://x.com/SterlingFndMgt?mx=2

LinkedIn:  https://www.linkedin.com/company/sterling-foundation-management-llc/

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