Wholehan Marketing News & Articles
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...
New Year, Same Priorities: Why Fixed and Indexed Annuities Still Matter
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...
A Solution for Unneeded RMDs
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...
Financial Advisors Underestimate Clients’ Demand for Guaranteed Income, 2025 Global Atlantic Survey Shows
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...