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Retirement Myths: Are You Too Old for an Annuity?
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...
Fixed and Fixed Indexed Annuities as Inflation-Hedging Tools in 2026
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....
LTC Demand Skyrocketing = An Enormous Planning Opportunity
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 population...
January 24, 2024 | Noon-1:00 p.m.
Wholehan Marketing – LTC
Tampa Maggiano’s (map)
March 6, 2024 | Noon-1:00 p.m.
Wholehan Marketing – LTC
Wholehan Marketing (map)
April 24, 2024 | Noon-1:00 p.m.
Wholehan Marketing – LTC
Tampa Maggiano’s (map)
May 22, 2024 | Noon-1:00 p.m.
Wholehan Marketing – LTC
Wholehan Marketing (map)
February 7, 2024 | 10:00 a.m. EST
North American Annuity – Jacob Mollman
Register For The February 7 Webinar
March 20, 2024 | 10:00 a.m. EST
Cincinatti Life Insurance – Major Bernhold
Register For The March 20 Webinar
April 3, 2024 | 10:00 a.m. EST
North American – Troy Haman
Register For The April 3 Webinar
May 8, 2024 | 10:00 a.m. EST
American Equity – Josh Giesemann
Register For The May 8 Webinar
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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.
Wholehan Marketing: Insurance Brokerage Agency
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
Jennifer, Ohio
"The knowledge, service and timeliness of Wholehan is top notch compared to what we have experienced over the last year."
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."
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."