Wholehan Marketing is an Independent Brokerage General Agency with an emphasis and expertise in Life Insurance, Annuities, Long-Term Care Insurance, and Disability Insurance. Our company was started in 1987 by Michael L. Wholehan following a 15-year career in personal production, with the concept of being a resource for products, research, sales concepts, back-shop support, and overall industry knowledge and expertise.
Brokers across the country find it helpful to get advice, support, and service in all of these areas with just one phone call. It is our job to help you, the insurance agent & financial planner, develop a plan for your client, find the best product to fit their needs, and implement that plan. We pride ourselves on the unmatched level of service and personalization we bring to each case, and we strive to Earn your business.
Why Work with Wholehan Marketing ?
We value our knowledgeable staff and make them available as an extension of your
business for reliable and professional back office support.
What Sets Us Apart ?
Our objective is to work with advisors who share our business and ethical values and
work with insurance companies who offer highly rated competitive products, with
competitive compensation. We believe in maintaining a personal relationship with the advisors we work with, in
a similar manner to how you interact with your clients.