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!
New Supreme Court Ruling has Huge Impact on Buy-Sell Planning
The Supreme Court recently made a ruling in Connelly v. United States that has drastically changed the tax treatment of death benefit proceeds for buy-sell life insurance owned by a business entity. The case focused on how to value a company for estate tax purposes...
Don’t Forget About Term Conversions
Jack Nachtrab Life Insurance Consultant A key feature of term life insurance is the opportunity to convert the coverage to a permanent policy without needing to go through underwriting. However, conversions are something not a lot of agents/advisors mention....
Plan to Protect Your Greatest Asset: You!
If you were to ask your client during your next review meeting, “What is your most valuable asset?”, what do you think they would say? Most would probably identify their car or their house, maybe a set of jewelry, or maybe even a collection of autographed baseball...
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.
Agent Tools »
Access rate charts, calculators, quote forms, training materials and more.
Licensing & Required Training »
Stay current on NAIC and Carrier Training Guidelines.
Marketing & Sales Support »
Access our marketing options, knowledge, tools and strategies.
New Business Support »
Our staff helps ensure your business is processed and paid fast.
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
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."
Ann Newman
Generations Insurance Group
"I can honestly say, in doing this for 10 years I have never received service like Wholehan provides, ever!"
Trent, Florida
"I am blown away by your talented staff...you go above and beyond our expectations to find solutions that matter."
Lisa Block
Everhart Advisors
"The Wholehan team does such a great job. I could not ask for better. Thanks for a great partnership!"