The Fast Start Forum 2027 | January 17–20 in Scottsdale

January 17–20, 2027 The Phoenician · Scottsdale

THE BIGGEST EVENT OF THE YEAR FOR PROTECTION-FIRST ADVISORS

Join the industry's best advisors, thought leaders, and coaches in Scottsdale, Arizona January 17th-20th 2027 for the most impactful event in the life insurance industry.

Position expert strategies with confidence and conviction
Master cutting-edge language that closes bigger cases
Build long-term relationships with the industry's best

Secure My Seat → Explore the 2026 Experience

Use code EARLY10 for 10% off through Labor Day.

Last year's impactThe numbers tell you who was in the room.

0Advisors

0Firms & Groups

0Sponsors

0Speakers

The Fast Start Forum

WHERE ADVISORS COME TO LEVEL UP

The Fast Start Forum is a yearly conference bringing together advisors for a first-class experience. Throughout the event, you'll learn from a lineup of industry leaders producing at elite levels. Master the tactics to position life insurance in retirement & estate planning, build long-term relationships, and learn from top influencers in the space.

Speaker presenting at The Fast Start Forum 2026

The 2026 ExperienceReal strategies, direct conversations, and an audience ready to implement.

At the Fast Start Forum, you get:

Expert language

to position insurance as part of complete retirement planning strategies.

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

THE FINANCIAL INDUSTRY'S #1 ADVISOR EVENT

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.

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JAN 17Sunday

Arrivals + Opening Reception

12:00 PM–5:00 PMArrivals & Registration
6:00 PM–8:00 PMOpening Reception

GA + VIP

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.

GA + VIP

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

GA Sessions + VIP Celebration

JAN 20Wednesday

VIP Golf Outing

8:00 AM–3:00 PMThe Phoenician Golf ClubLunch will be served.

VIP Only

Previous Speakers

GUARANTEED TO LEARN FROM THE BEST IN THE INDUSTRY

The 2027 lineup is being announced. Previous speakers include researchers, authors, firm leaders, and top producers from across the industry.

Michael Phelps

23× Olympic Gold Medalist

Bobby Samuelson

President, Life Innovators

Wade D. Pfau

Professor, Author & Founder

Garrett Gunderson

7X Best-Selling Author

Kuldeep Madan

CEO, Madan + Associates

Vince D'Addona

Founding Partner, Valent Wealth

Jordan Montgomery

Founder & Performance Coach

Eszylfie Taylor

Founder, Taylor Financial Services

Rebecca Bast

Founder, Bast Financial Group

Jason Sanger

President, Wealth Building Cornerstones

Chris Smith

Partner, The Possibility Co.

Curtis Cloke

Owner; Financial Hall of Fame

Event Attendees

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•

The room is part of the product.

Meet advisors who understand the cases, clients, and positioning problems you are working through.

Choose How To Attend

ONE EVENT, 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 can set your team up for success.

Individual advisors

Choose GA or VIP

Attend the complete conference, then choose whether you want the expanded VIP experience and recordings.

Compare tickets →

Firms and teams

Request group pricing

Coordinate registration for multiple advisors and make the event a shared implementation experience.

Book a group-pricing call →

MassMutualGuardianNorthwestern MutualNew York LifePenn MutualOneAmericaThriventAnd others

Meet your host

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.

23Years in the industry

PhDRetirement income planning

NationalIndustry speaker

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The Phoenician Luxury Resort

EXPLORE THE LOCATION AND VENUE

The Fast Start Forum 2027 takes place at The Phoenician 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 blockPrivate room-block details are sent after registration.

Open in Google Maps →

Secure your seat

CHOOSE HOW YOU WANT TO EXPERIENCE THE FORUM

Use code EARLY10 for 10% off before Labor Day pricing ends.

Standard

General Admission

Your seat at every main-stage session, reception, and networking event.

^$1,697

Limited to 350 tickets Use code "EARLY10" for 10% off ticket*

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

Get My GA Ticket →

Early Bird discount ends September 7, 2026 at 11:59 PM Arizona time. Ticket availability is limited.

VIP

Everything in General Admission, plus the complete VIP experience.

^$2,997

Limited to 150 tickets (this will sell out) Use code "EARLY10" for 10% off ticket*

Everything in General Admission, 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

Get My VIP Ticket →

Early Bird discount ends September 7, 2026 at 11:59 PM Arizona time. VIP inventory is limited.

Bringing multiple advisors?

Ask about firm and group registration before purchasing individual tickets.

Book Group Pricing Call

Common questions

GET THE DETAILS BEFORE YOU BOOK

Still need help? Email the Whole Life Masterminds team and we will point you in the right direction.

Email the Team

What can I expect at The Fast Start Forum 2027?+

Proven language, positioning frameworks, sales strategies, advisor relationships, and a clear view into how experienced producers handle larger cases. The event is built around methods you can use, not motivation without a process.

When and where is the event?+

January 17–20, 2027 at The Phoenician, 6000 E Camelback Rd, Scottsdale, Arizona 85251.

Who should attend?+

Protection-first advisors, experienced producers, firm leaders, and teams who want better language, stronger positioning, and more confidence handling sophisticated client conversations.

Are there discounts for teams?+

Yes. Book a time with Tom Wall before purchasing individual tickets to discuss team pricing and coordinated group registration.

When does Early Bird pricing end?+

The EARLY10 discount ends at 11:59 PM Arizona time on Labor Day, Monday, September 7, 2026. Pricing and ticket availability may change after the deadline.

How does the hotel room block work?+

A private room block has been reserved at The Phoenician. Booking details are sent after registration.

What is included with VIP?+

VIP includes everything in General Admission, 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

THE RIGHT ROOM CHANGES HOW YOU OPERATE

Join the protection-first advisors, firm leaders, and industry experts gathering at The Phoenician in Scottsdale.

Choose My Ticket →Book Group Pricing Call

Early Bird ends Labor DayUse EARLY10 for 10% off through Sept. 7

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