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
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.
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 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
"The Wholehan team does such a great job. I could not ask for better. Thanks for a great partnership!"
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."
"The knowledge, service and timeliness of Wholehan is top notch compared to what we have experienced over the last year."
Kaminsky & Associates Inc.
"You have a great agency, you make me feel like it is a second home whenever I need anything."