by Jacob Noble | Mar 5, 2026 | Annuities
Jacob Noble, Annuity Sales Consultant One of the most common misconceptions in retirement planning is the belief that it can become “too late” to consider an annuity. Many people assume that if they didn’t purchase one earlier in life, the opportunity has already...
by Jacob Noble | Mar 5, 2026 | Annuities
Jacob Noble, Annuity Sales Consultant The Inflation RealityInflation remains a key risk for retirees and pre-retirees in 2026. Even when inflation moderates, rising costs for housing, healthcare, insurance, and everyday expenses can steadily erode purchasing power....
by Jack Nachtrab | Mar 4, 2026 | Long Term Care
Jack NachtrabLife Insurance Consultant The Baby Boomer generation, controlling roughly 70% of the country’s wealth, will begin turning 80 this year. As the boomer generation ages, LTC and chronic illness benefits will be more valuable than ever. In an aging...
by Jacob Noble | Jan 26, 2026 | Annuities
Jacob Noble Annuity Sales Consultant Fixed and fixed index annuities are heading into 2026 with strong momentum. After years of steady but modest growth, 2025 showed renewed interest in products that offer stability, protection, and predictable outcomes. In an...
by Jack Nachtrab | Jan 19, 2026 | Life, Tax
Jack NachtrabLife Insurance Consultant It’s tax season once again- meaning it’s time for the annual discussion about RMDs. RMDs are a necessary part of retirement planning, but many clients don’t need the income or want the distribution, although they’re forced to...
by Tim Beauregard | Jan 12, 2026 | Annuities, Fund Management
Tim BeauregardRVP-South In the shifting landscape of retirement planning, new data suggests a widening gap between what retirees want and what financial advisors are prioritizing-especially when it comes to guaranteed income in retirement. According to Global Atlantic...
by Jody Horetski | Jan 8, 2026 | Life
Jody HoretskiLife Insurance Consultant For families with young children, life insurance is a cornerstone of financial planning. Insurance agents play a critical role in helping parents protect income, preserve household stability, and ensure their children’s financial...
by Chris Wholehan | Dec 22, 2025 | Announcements, Annuities, DI, Life, Long Term Care
Chris Wholehan, PresidentWholehan Marketing As we begin the new year, Wholehan Marketing renews our commitment to help you stay informed and up-to-date on all of the changes in and around our industry. Interest rates continue to fluctuate, which affect the rates...
by Jacob Noble | Dec 15, 2025 | Annuities
Jacob Noble – Annuity Sales Consultant As 2026 approaches, both the life insurance and annuity markets are being shaped by a growing desire for stability. After years of market swings, political tension, shifting interest rate expectations, and ongoing economic...
by Jody Horetski | Nov 25, 2025 | Long Term Care
Jody Horetski Life Insurance Consultant Long-Term Care (LTC) Awareness Month, observed every November, provides FMOs and life insurance agents with a unique opportunity to engage clients in meaningful planning conversations. As long-term care needs continue to grow...
