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Find out the best kept secret in personal finance with Tom Wall. Coming up on CNBC on August 10th at 10 am.
BOSTON - PrAtlas -- In this week's episode of "Financial Freedom with Tom Hegna," we're talking about The Best Kept Secret in Personal Finance with Tom Wall.
After spending over two decades in the life insurance industry as an advisor, wholesaler, product expert, and home office leader, Tom Wall took a significant leap to champion the whole life insurance industry on his own terms.
His first book, "Permission to Spend", with approachable concepts that can be used with or without an advisor became a #1 Best-Selling book in six retirement categories. The book is also widely regarded as the definitive resource for personal advisors guiding clients toward their ideal retirement.
As a speaker, author, and president of Whole Life Masterminds, Tom Wall has spoken to thousands of advisors in his travels, and worked behind the scenes with the actuaries and engineers of these amazing vehicles. He sat down with Tom Hegna to discuss how life insurance integrates into retirement planning and how it can assist in mitigating losses and minimize taxes.
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Below is a short clip from Tom Wall's interview with Tom Hegna, which is scheduled to air on CNBC Sunday, August 10, 2025, at 10 AM EST. This is an interview you will not want to miss!
https://www.youtube.com/watch?v=CKJ1uI5tKO8
With a Ph.D. in retirement income planning, Tom Wall conducted groundbreaking research on Whole Life as a Fixed Income Alternative under the guidance of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His commitment to academic rigor, coupled with decades of sales experience, makes him a uniquely credible and inspirational voice in the life insurance arena.
Whole life insurance can be a valuable tool for estate planning, helping to minimize taxes and ensure efficient wealth transfer to heirs. Find out how to unlock the power of whole life as an asset with Tom Wall in this upcoming national interview.
Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.
More on PrAtlas
Tom Wall MBA, MSFS, CLU®, ChFC® is a whole life expert, strategist and the founder of "Whole Life Masterminds". He has a Ph.D. in Retirement Income Planning. His focus on academics and selling from a place of integrity comes from a long 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.
This informative interview with Tom Wall is coming up this week on "Financial Freedom with Tom Hegna". It is scheduled to air on CNBC, Sunday August 10th at 10:00 am EST as sponsored content to build financial awareness. To learn more about Tom Wall visit www.tomwalltalks.com and www.permissiontospend.com.
After spending over two decades in the life insurance industry as an advisor, wholesaler, product expert, and home office leader, Tom Wall took a significant leap to champion the whole life insurance industry on his own terms.
His first book, "Permission to Spend", with approachable concepts that can be used with or without an advisor became a #1 Best-Selling book in six retirement categories. The book is also widely regarded as the definitive resource for personal advisors guiding clients toward their ideal retirement.
As a speaker, author, and president of Whole Life Masterminds, Tom Wall has spoken to thousands of advisors in his travels, and worked behind the scenes with the actuaries and engineers of these amazing vehicles. He sat down with Tom Hegna to discuss how life insurance integrates into retirement planning and how it can assist in mitigating losses and minimize taxes.
More on PrAtlas
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Below is a short clip from Tom Wall's interview with Tom Hegna, which is scheduled to air on CNBC Sunday, August 10, 2025, at 10 AM EST. This is an interview you will not want to miss!
https://www.youtube.com/watch?v=CKJ1uI5tKO8
With a Ph.D. in retirement income planning, Tom Wall conducted groundbreaking research on Whole Life as a Fixed Income Alternative under the guidance of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His commitment to academic rigor, coupled with decades of sales experience, makes him a uniquely credible and inspirational voice in the life insurance arena.
Whole life insurance can be a valuable tool for estate planning, helping to minimize taxes and ensure efficient wealth transfer to heirs. Find out how to unlock the power of whole life as an asset with Tom Wall in this upcoming national interview.
Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.
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Tom Wall MBA, MSFS, CLU®, ChFC® is a whole life expert, strategist and the founder of "Whole Life Masterminds". He has a Ph.D. in Retirement Income Planning. His focus on academics and selling from a place of integrity comes from a long 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.
This informative interview with Tom Wall is coming up this week on "Financial Freedom with Tom Hegna". It is scheduled to air on CNBC, Sunday August 10th at 10:00 am EST as sponsored content to build financial awareness. To learn more about Tom Wall visit www.tomwalltalks.com and www.permissiontospend.com.
Source: Spotlight Television
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