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.
Webinars
May 24, 2023 @ 10 -10:30 a.m.
hosted by Steve Zimmerman, North American
May 24 Webinar Registration
July 19, 2023 @ 10 -10:30 a.m.
hosted by Amy Deyo, Sagicor
July 19 Webinar Registration
October 18, 2023 @ 10 -10:30 a.m.
hosted by Aaron Barriage, American Equity
Oct. 18 Webinar Registration
Lunch & Learn
April 26, 2023 hosted by Aaron Barriage, American Equity
Tampa – Maggiano’s, Noon – 1:00 p.m.
June 21, 2023 hosted by Brad Shepard, One America
Toledo – Urban Pine Winery, Noon – 1:00 p.m.
August 16, 2023 hosted by Amy Deyo, Sagicor
Toledo – Urban Pine Winery, Noon – 1:00 p.m.
September 27, 2023 hosted by Aaron Barriage, American Equity
Tampa – Maggiano’s, Noon – 1:00 p.m.
November 15, 2023 hosted by Brad Shepard, One America
Toledo – Urban Pine Winery, Noon – 1:00 p.m.
December 13, 2023 hosted by Major Bernhold, Cincinatti Life
Tampa – Maggiano’s, Noon – 1:00 p.m.
Marketing & Sales Expertise
Our Sales and Marketing Staff are here to support you with the options, knowledge, tools and strategies that you need to be successful.
New Business Support
Our staff is here to assist you in making sure your business is processed and paid in the most effective, timely manner possible!
Licensing & Required Training
Get appointed with us TODAY! Stay current on NAIC and Carrier Training Guidelines, it’s all just one click away!
Wholehan Marketing
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!
Praise From Our Partnering Agents
Ann Newman
Generations Insurance Group
"I can honestly say, in doing this for 10 years I have never received service like Wholehan provides, ever!"
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."
Lisa Block
Everhart Advisors
"The Wholehan team does such a great job. I could not ask for better. Thanks for a great partnership!"