Expert language
to position insurance as part of complete retirement planning strategies.
January 17–20, 2027
The Phoenician · Scottsdale
THE BIGGEST EVENT OF THE YEAR FOR PROTECTION-FIRST ADVISORS
Join the industry's best financial advisors, firms, high performers, thought leaders, and coaches in Scottsdale, Arizona, January 17–20, 2027, for an all-new experience.
- Position whole life with confidence and conviction
- Master cutting-edge language that closes bigger cases
- Build long-term relationships with the industry's best
Limited tickets available. Last year sold out.
Last YearThe Fast Start Forum 2026 By The Numbers
0Advisors
0Firms & Groups
0Sponsors
0Speakers
The Fast Start Forum
“IT’S WHERE ADVISORS GO TO LEVEL UP”
The Fast Start Forum is a yearly conference for advisors who sell protection-first. Learn from top producers, master how to position life insurance in retirement and estate planning, and build relationships that grow your business.
Tom WallMain stage, FSF26
At The Fast Start Forum, you’ll walk away with:
Advanced strategies
to close bigger cases using protection-first planning approaches.
Prospecting hacks
to meet better clients and find bigger opportunities in your current book of business.
Closing scripts
to move clients to action and overcome objections that hold you back.
Direct access
to advisors producing at a high level.
Connections
with the BEST thought leaders, brands, and firms in the industry.
Agenda
WHAT YOU’LL LEARN AT FSF27
Arrive Sunday for registration and the opening reception. Spend Monday and Tuesday in full-day sessions. VIP guests stay through Wednesday for the private golf outing.
Compare Tickets →JAN 17Sunday
Arrivals + Opening Reception
- 12:00 PM–5:00 PMArrivals & Registration
- 6:00 PM–8:00 PMOpening Reception
JAN 18Monday
Full-Day Sessions + Networking
- 8:30 AM–5:00 PMFull-Day Sessions
- 5:00 PM–7:00 PMCocktail Hour & NetworkingDinner on your own.
JAN 19Tuesday
Full-Day Sessions + VIP Celebration
- 8:30 AM–4:00 PMFull-Day SessionsGA departures follow the final session.
- 6:00 PM–9:00 PMVIP-Only Celebration
JAN 20Wednesday
VIP Golf Outing
- 8:00 AM–3:00 PMThe Phoenician Golf ClubLunch will be served.
New for 2027
AN ALL-NEW EXPERIENCE FOR 2027
New speakers, a new location, and a new keynote from Tom Wall.
All New Speakers You Have Not Heard From
If you attended a previous Fast Start Forum, this will be a new lineup of high performers, thought leaders, coaches, and top producers.
All New Location At The Phoenician Luxury Resort
After years in Florida, FSF27 moves to The Phoenician, a Luxury Collection Resort in Scottsdale, Arizona.
All New Keynote Presentation Built For 2027
If you have heard Tom speak before, his FSF27 keynote will be new material, presented for the first time.
2027 Speakers
YOU’LL LEARN FROM THE BEST IN THE INDUSTRY
An all-new 2027 lineup of high performers, thought leaders, coaches, and top producers from across the industry.
TOM WALL
Creator & HostFounder & CEO of Whole Life Masterminds. Bringing an all-new keynote presentation for 2027.
JON GORDON
Best-Selling AuthorInternational speaker and coach to top business leaders, Jon will transform the way you think about life and business.
BOBBY SAMUELSON
President, Life InnovatorsOne of the most sought-after speakers in the industry will share new data and trends to keep you at the cutting edge.
JORDAN MONTGOMERY
Founder & Performance CoachThe official Emcee for The Fast Start Forum 2027. If you’ve seen Jordan speak, you know he’ll bring the energy.
LIZ BOHANNON
Founder & AuthorSelf-made entrepreneur and thought leader will provide a framework for your best year ever.
MARTY NACHEMSON
Hall of Fame ProducerIndustry legend and hall of fame producer will share the language that works with high-end clients.
KULDEEP MADAN
CEO, Madan + AssociatesPerennial #1 advisor will show exactly how he solves big tax problems and motivates high net worth clients to action.
VINCE D’ADDONA
Founding Partner, Valent WealthWith unique language developed over a 47-year career, Vince will show you how to change minds and close deals.
CHRIS SMITH
Founder, The Possibility Co.Moving up-market is the name of the game, and nobody knows how to do it better than Chris.
MANDO SALLAVANTI III
Founder & Financial AdvisorNever ask for referrals again by following Mando’s system for early success that leverages social media and influence.
WES YOUNG
Financial AdvisorShowing up powerfully for business owners will set you apart, and few do it better than Wes, who will share his team’s best tactics.
KYLIE FELKER
President, Foster VictorLeading an organization to meteoric growth is no joke, and few do it better than Kylie.
PAUL FOSTER
Family Office Advisor, Foster VictorPaul will share how he has built and continues to grow a billion-dollar practice that serves clients at a level unlike any other.
Event Attendees
JOIN ADVISORS AND FIRMS FROM ACROSS THE U.S.
“By applying the frameworks and language from the conference, I closed several cases—including my biggest one yet.”
Jake MarshallSenior VP & Managing Director
“Honestly, it was the best conference I've ever attended. We're bringing a ton more advisors from our office next year.”
Steve JohnsonPartner & Wealth Strategist
“The content was some of the best I've seen in the industry. I can't wait for next year.”
Mando Sallavanti IIIFounder & Financial Advisor
Surround yourself with industry leaders from
MassMutual•Guardian•Northwestern Mutual•New York Life•Penn Mutual•OneAmerica•Lafayette Life•Thrivent•Knights of Columbus•
MassMutual•Guardian•Northwestern Mutual•New York Life•Penn Mutual•OneAmerica•Lafayette Life•Thrivent•Knights of Columbus•
Choose How To Attend
Individual advisors
Firms and teams
YOU HAVE TWO WAYS TO ATTEND
If you are an advisor, you can purchase individual tickets. If you are a firm leader and are interested in a group deal, we’ll put together a group package for your team.
Choose GA or VIP
The Standard Ticket gets you the full conference. VIP adds golf, the party, and recordings.
Compare tickets →Request group pricing
Register several advisors at once and get group pricing.
Book a group-pricing call →MassMutualGuardianNorthwestern MutualNew York LifePenn MutualOneAmericaThriventAnd others
Meet your host
Reserve My Ticket →
TOM WALL
Tom has spent 23 years helping advisors position whole life insurance with conviction.
He started as an award-winning advisor at Northwestern Mutual and MassMutual before moving into home-office leadership. He earned his PhD in retirement income planning studying whole life as a fixed-income alternative under Wade Pfau, Michael Finke, and Stephen Parrish.
Today, he runs Whole Life Masterminds and trains advisors on protection-first planning strategies, retirement positioning, and the exact language he has developed across more than two decades in the industry.
Tom's 2027 keynote will be brand-new material. If you've heard him speak before, this will be new language, new research, and new positioning you can use in any retirement income conversation.
23Years in the industry
PhDRetirement income planning
NationalIndustry speaker
The Phoenician Luxury Resort
EXPLORE THE LOCATION AND VENUE
The Fast Start Forum 2027 takes place at The Phoenician, a Luxury Collection Resort in Scottsdale, Arizona.
DatesJanuary 17–20, 2027
Closest airportPhoenix Sky Harbor International Airport · approximately 20 minutes by rideshare
Address6000 E Camelback Rd, Scottsdale, AZ 85251
Hotel Block$429/night limited discounted block — well below the standard rate in Scottsdale for that time of year. We’ll send you details after registration — don’t wait to book.
Past Fast Start Forum sponsors
Ticket Options
CHOOSE YOUR EXPERIENCE
Both tickets include full access to every main-stage session and speaker.
Standard Ticket
A 2-Day Experience. Two full days of training, every main-stage session and speaker, plus the opening reception and cocktail hour.
$1,697
Limited to 350 tickets
2 Full Days · January 18–19
Everything with your ticket:
- Full access to all sessions and speakers
- 2 full days of training
- Networking events and receptions, including the opening reception, Day 1 cocktail hour, and off-site meet-ups
- Breakfast and lunch both days
- Conference materials
Ticket availability is limited and pricing is subject to change.
VIP Ticket
A 3-Day Experience. Everything in the Standard Ticket, plus a third day of golf, the VIP party, and lifetime access to recordings.
$2,997
Limited to 150 tickets (this will sell out)
3 Full Days · January 18–20
Everything in the Standard Ticket, PLUS:
- Private VIP-only golf outing (Wednesday, January 20th) — non-golfing VIPs receive a resort credit to use anywhere on the property
- VIP-only party on Tuesday, January 19th
- Priority event seating throughout the 2-day event
- VIP welcome gift
- VIP conference materials
- Lifetime access to sessions & recordings
- FREE trial of Whole Life Masterminds
- Signed copy of Tom's best-selling book, Permission to Spend
VIP inventory is limited and pricing is subject to change.
Bringing multiple advisors?
Book Group Pricing CallAsk about firm and group registration before purchasing individual tickets.
Common Questions
GET THE DETAILS BEFORE YOU REGISTER
Still need help? Email the Whole Life Masterminds team and we will point you in the right direction.
Email the TeamProven language, positioning frameworks, sales strategies, advisor relationships, and a clear view into how experienced producers handle larger cases.
January 17–20, 2027 at The Phoenician, 6000 E Camelback Rd, Scottsdale, Arizona 85251.
Yes. The 2027 Forum is an all-new event: a new speaker lineup, a new venue at The Phoenician in Scottsdale, and a keynote Tom Wall rebuilt from scratch. Every session, framework, and script on the agenda is material you have not seen at a previous Forum.
Protection-first advisors, experienced producers, firm leaders, and teams who want better language, stronger positioning, and more confidence handling sophisticated client conversations.
Yes. Book a time with Tom Wall before purchasing individual tickets to discuss team pricing and coordinated group registration.
The Standard Ticket is a two-day experience covering every main-stage session, the opening reception, and the cocktail hour. The VIP Ticket adds a third day: the private golf outing on Wednesday, January 20th, plus the VIP-only party, priority seating, lifetime access to recordings, and a signed copy of Permission to Spend.
We’ve secured a discounted hotel block at The Phoenician for Fast Start Forum attendees at $429/night — well below the standard rate for these dates. Room block details, including the booking link, will be sent directly to you after you register. January is a busy travel time for the resort, so this block has a limited number of rooms and we recommend booking as soon as your registration is confirmed. A credit card is required to hold your reservation, but you won’t be charged until check-in.
The VIP Ticket includes everything in the Standard Ticket, plus priority seating, the Tuesday VIP party, Wednesday golf or a resort credit, a VIP gift, lifetime recordings, a Whole Life Masterminds trial, and a signed copy of Permission to Spend.
January 17–20, 2027
JOIN THE FINANCIAL INDUSTRY’S #1 ADVISOR EVENT
Join the protection-first advisors, firm leaders, and industry experts gathering at The Phoenician in Scottsdale.
January 17–20, 2027The Phoenician · Scottsdale, Arizona
Get My Ticket →
Before you go
HERE'S WHAT YOU'D BE WALKING AWAY FROM:
- The language to explain whole life so clients actually understand it
- Positioning for larger, more complex cases across protection, income, and estate decisions
- Scripts for the objections slowing your cases down right now
- Prospecting ideas for the book you have already earned
- Direct access to top producers and the people shaping the industry
- Relationships that keep working long after you fly home
The Fast Start Forum 2027
Limited tickets · Last year sold out
January 17–20 · Scottsdale
The Phoenician · Up to 500 protection-first advisors
Standard Ticket$1,697
VIP Ticket$2,997
Ticket availability is limited.
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