Tom is a retirement income planning expert holding a Ph.D. with a focus on whole life insurance as a fixed income alternative. He has over 20 years of experience in the industry, starting as an award-winning advisor and growing into sales and marketing leadership roles. Tom is a sought after speaker, coach, and consultant for financial advisors, hosting the Whole Life Masterminds study group and authoring multiple pieces of thought leadership. He is passionate about spreading the message of whole life insurance as the best kept secret in financial planning and wants to make a profound impact on teams.

00:00 What is life insurance?

5:37 The transition into the social media world.

10:57 How did you get into the life insurance industry?

14:58 The difference between whole life insurance and indexed universal life.

17:38 Understanding the concept of infinite banking.

22:13 How to find the right financial advisor?

36:23 The retirement income planning puzzle.

42:07 How do you make the leap into entrepreneurship?

www.tomwalltalks.com

www.permissiontospend.com

tomwalltalks (IG and TikTok)

linkedin.com/in/tomwall

Be sure to check out this episode of the #StoriesthatSellPodcast. 

Available on Apple Podcasts, Spotify, YouTube, or any of the podcast platforms. 

Follow Scott Rammage on his socials!

- IG @scottrammage

- FB Scott Rammage

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