Professional Insurance Brokerage Agency

Case design, product solutions, underwriting and suitability guidance for advisor clients nationwide.

Support For Insurance Brokers & Agencies

Wholehan Marketing is a family-owned insurance field marketing organization that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide. Since 1987, Wholehan Marketing has grown into one of the most well respected independently-owned brokerage agencies– serving insurance agents, financial advisors, and registered representatives all in an effort to help grow their business. With our knowledge, attention to detail, and our relationships with more than 80 insurance carriers, Wholehan Marketing provides support to take your business to the next level!

The Importance of Proper Retirement Planning

Annuity Sales Consultant Retirement isn’t a one-time event; it’s an evolving journey that requires a clear vision and a flexible strategy. During a recent NAFA webinar, Tamiko Toland, founder of IncomePath, emphasized that the foundation of successful retirement...

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Dividend vs. Index- Long Term Performance Trends

Jack Nachtrab Life Insurance Consultant In the permanent insurance world, the two main types of policies that accumulate a cash value are Whole Life and Indexed Universal Life. Both policies come with guaranteed death benefits and have similar features, riders, and...

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June is Annuity Awareness Month

Tim Beauregard VP-South Every June, financial professionals, insurance companies, and advocacy groups across the United States observe Annuity Awareness Month. The initiative was established to educate consumers about annuities and their role in retirement planning....

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Take your business to the next level!

Wholehan Marketing is a family-owned insurance field marketing organization that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide.

Life Insurance Brokerage Services

We believe that Life Insurance is the foundation of your clients’ financial security, and should be an integral part of the solutions you are offering in your practice.

Long-Term Care Brokerage Services

Twenty seven million Americans are expected to need some form of long term care over the next 30 years. Long Term Care Insurance is the critical protection that you can provide.

Annuity Brokerage Services

Wholehan Marketing represents the largest annuity carriers in the industry providing you with the best fixed, and fixed index annuities in the industry.

Disability Brokerage Services

Most of your clients don’t realize how important disability coverage is until after they are too sick or injured to return to work.

Advanced Markets Brokerage Services

Sometimes certain clients need more creative solutions. Our Advanced Market team has years of expertise working with these types of cases and offer the best solutions to maintain an impressive portfolio.

Lunch & Learn

Future Lunch and Learn opportunities will be available in the near future. Please check back soon!

Webinars

Future Webinars opportunities will be available in the near future. Please check back soon!

Praise From Our Partnering Agents

 

Jennifer, Ohio

"The knowledge, service and timeliness of Wholehan is top notch compared to what we have experienced over the last year."

 

Jean Garner, Texas

"I am confident that if there is ever an issue, your office will do everything in your power to get my cases issued."

 

Tim Ayer
Kaminsky & Associates Inc.

"You have a great agency, you make me feel like it is a second home whenever I need anything."

 

Upstream Investment Partners

"Wholehan Marketing has been a blessing to work with and the team is MUCH BETTER than ANY team I have worked with."