The Fast Start Forum 2027 | Sponsorship Opportunities

Sponsorship Opportunities Now Open

Put Your Brand in Front ofUP TO 500 Elite Producers

Join us at one of the most influential events in the life insurance industry. You'll get direct access to up to 500 producers, firm leaders, and decision-makers.

THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ

From a Past Sponsor

"
The Fast Start Forum was one of the most well put together conferences I've been a part of at any level. I can't wait to bring our team back next year.
Dennis Martin
President, OneAmerica Financial
โ˜…โ˜…โ˜…โ˜…โ˜…
Dennis Martin, President, OneAmerica Financial
Past Sponsor ยท OneAmerica Financial

The Audience

Who Will Be
In Attendance?

These are the advisors and firm leaders writing significant whole life premium, and paying to get better at it.

High-Production Advisors

Advisors writing significant whole life premium who are focused on writing more of it, and learning every edge they can to get there.

Firm and Agency Leaders

Leaders responsible for growing teams of advisors, sourcing tools and partners, and making purchasing decisions for their organization.

Wealth Managers Adding Protection

Fee-based planners and RIAs building whole life into their practice. They're looking for resources and partners to support that shift.

By the Numbers

The Caliber of
Advisors You'll Reach

What you can expect in the room in 2027:

Up to 500
Elite Financial Advisors and Agency Leaders
10โ€“15
Years Experience (average attendee)
31%
Have 20+ Years of Experience
$400โ€“600K
Annual Revenue
84%
Major Mutual Affiliation
16%
Independent Advisors
100%
Focused on Whole Life Sales

Real Results

“It Was One of the Best
Conferences I’ve Ever Been To”

These are the people your brand will be in front of.

“
By applying the frameworks and language from the conference, I closed several cases, including my biggest one yet.
★★★★★
Jake Marshall
Jake Marshall
Senior 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 Johnson
Partner & Wealth Strategist
“
The content was some of the best I’ve seen in the industry. I can’t wait for next year.
★★★★★
Mando Sallavanti III
Founder & Financial Advisor

Inside the 2026 Forum

The Type of Environment
You'll Experience

Full sessions, packed receptions, and advisors who came to work. Your booth sits in the middle of it.

THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ

What You Get as a Sponsor

Get Direct Access to the
Industry's Best Advisors

Here's what your sponsorship includes:

๐ŸŽค

Stage Access to a Room Full of Decision-Makers

Get featured in front of up to 500 advisors to position your brand as an industry authority.

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Email Promotion to the Full Attendee List

Reach every attendee before the event with a dedicated email blast that drives awareness, interest, and pre-event conversations.

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Premier Booth Location

Premium placement booths and on-screen visibility during breaks ensure your brand stands out and stays top of mind.

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Access to Raw Photo + Video Content

Get access to raw event footage and photos to repurpose for your marketing, internal content, or social campaigns.

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VIP Access for Your Team + Clients

Bring your team or clients with included VIP tickets, plus the option to add more seats.

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An Audience That Already Said Yes

Every attendee paid to be here, took time away from their practice, and traveled to Scottsdale. Nobody here wandered in. Your brand only reaches people already invested in their own growth.

Where the Event Takes Place

Hosted at the Iconic Phoenician
in Scottsdale, Arizona

The Phoenician gives advisors a reason to stay on property, which means more time near your booth.

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Your Brand Everywhere

Signage, screens, and stage visibility that make your brand unforgettable throughout the event.

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Command the Stage

Feature your message beside industry icons on the main stage at one of the industry's premier events.

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Conversations that Drive Impact

Connect in VIP lounges, networking receptions, and invite-only dinners at The Phoenician.

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Leave with Content

Get photo and video assets you can use across all team and marketing needs all year long.

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Four Days, One Property

Registration Sunday through golf Wednesday, all at The Phoenician. Advisors don't scatter at five o'clock.

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Meals Keep the Room Full

Breakfast and lunch are served both days, so advisors stay on site between sessions.

THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ THE FINANCIAL INDUSTRY'S #1 EVENT JANUARY 17โ€“20, 2027 THE PHOENICIAN, SCOTTSDALE, AZ

Sponsorship Tiers

A Limited Number
of Partners

Three tiers, each with a deliberately small number of spots. The higher the tier, the more visibility, access, and stage presence your brand receives.

Gold

8 Total โ†’ 4 Left

Make a strong first impression with visibility before, during, and after the Forum.

8ft ร— 6ft deep booth with a 6ft table and 2 chairs. Your company is featured on-screen during event breaks.
Dedicated section in the attendee/presenter workbook to showcase your business.
Pre-event exposure on our website and in attendee email communications.
Post-event follow-up with links and resources sent directly to attendees.
2 VIP Tickets

Platinum

4 Total โ†’ 2 Left

Premium placement and direct access to the attendee list.

10ft ร— 8ft deep priority booth with an 8ft table, 3 chairs, and semi-custom build out. On-screen branding runs throughout the event.
Logo placement on the official photo backdrop and event signage.
Full attendee email list, plus an exclusive pre-event email blast.
Pre-event video shared with all attendees.
Social media promotion to Tom's full audience.
Access to raw photo and video content for your personal use.
4 VIP Tickets

Title

Sold Out

Our most exclusive tier. Maximum exposure and a featured presence on the main stage.

10ft ร— 20ft front and center booth with an 8ft table, 4 chairs, and the option for a full custom build out. The most premium position in the room.
Co-branding of the event. "Fast Start Forum, Powered by YOU" appears on screen and materials throughout.
Featured presence on the main stage to open the Forum.
Full attendee email list, plus a pre-event email blast including a pre-recorded interview with Tom.
Pre-event video shared with all attendees.
Social media post promoting your company to Tom's entire audience.
Access to raw photo and video content for your personal use.
6 VIP Tickets
Sold Out

We cap the number of sponsors on purpose. Fewer brands in the room means less noise, more booth traffic per sponsor, and real conversations with attendees, not a crowded expo hall. It's a better experience for advisors and a stronger return for the partners who join us.

Full Breakdown

Everything That's Included,
Side by Side

Every tier includes booth placement and pre/post event exposure. The higher tiers add main stage presence, the attendee email list, and social media promotion.

What's Included Gold Platinum Title
Sponsorships Available4 of 82 of 4Sold Out
Exhibition Booth8ร—6ft, 6ft table, 2 chairs10ร—8ft, 8ft table, 3 chairs, semi-custom10ร—20ft, 8ft table, 4 chairs, full custom option
Attendee Workbook Sectionโœ“โœ“โœ“
Pre-Event Website & Email Promotionโœ“โœ“โœ“
Post-Event Resource Links to Attendeesโœ“โœ“โœ“
Logo on Photo Backdrop & Event Signageโ€”โœ“โœ“
Full Attendee Email Listโ€”โœ“โœ“
Dedicated Email Blast to All Attendeesโ€”โœ“โœ“
Pre-Event Video to All Attendeesโ€”โœ“โœ“
Social Media Promotionโ€”โœ“โœ“
Raw Photo & Video Content Accessโ€”โœ“โœ“
Main Stage Presenceโ€”โ€”โœ“
Main Stage Videoโ€”โ€”โœ“
Event Co-Branding ("Powered by YOU")โ€”โ€”โœ“
Tickets Included2 VIP4 VIP6 VIP

New for 2027

The VIP Golf Outing
Sponsorship

This year we're adding a private VIP golf outing at The Phoenician's championship course on Wednesday, January 20th. It's a separate sponsorship opportunity, available to one brand only.

Some of the best conversations happen outside the conference room, when the pressure's off. A round at one of Scottsdale's most prestigious courses puts your brand at the center of exactly that environment.

150
Capped at 150 participants. An intimate field means your brand is front and center all day, not lost in a crowd.

Non-golfers don't miss out. All VIP ticket holders receive a $250 resort credit to use anywhere on The Phoenician property.

Exclusive ยท One Brand

Golf Outing Sponsor

By Inquiry

A standalone sponsorship, separate from the main event tiers. Schedule a call for pricing and details.

  • Exclusive naming rights to "The [Your Brand] VIP Golf Outing"
  • Your branding on all golf outing materials, course signage, and on-course activations
  • A branded gift for every golfer at check-in
  • Logo on the event photo backdrop at the golf outing
  • Featured in all golf outing communications to VIP attendees
  • On-course social media content featuring your brand
Schedule a Call with Tom

Available to one brand. First come, first served.

Tom Wall

Meet the Founder and Host

Tom Wall, PH.D.

Founder, Whole Life Masterminds | Ph.D, MBA, MSFS, CLU, ChFC

Tom Wall has spent the entirety of his 23-year career 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. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide.

Tom's Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space.

Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his best-selling book "Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance."

Schedule a Call with Tom

Ready to Talk?

Schedule a quick call with Tom's team and we'll walk you through which tier makes the most sense for your goals.

Or email us directly at: [email protected]

Fast Start Forum 2027 Sponsorships Jan 17โ€“20 ยท The Phoenician, Scottsdale
A limited number of sponsorships Schedule a Call