Wholehan Marketing News & Articles
The Power of Staying Independent
“Built for Advisors, Not Investors.” Jessica Hernandez EVP-Wholehan Marketing In an era where large, private-equity-backed FMOs dominate the headlines, it’s easy to think scale equals strength. But ask most advisors, and you’ll hear a different story: independence is...
When Does It Make Sense to Roll Your Client’s 401(k) into an Annuity?
David Bollinger Annuity Sales Consultant As financial advisors, our goal is to help clients transition from wealth accumulation to income generation with confidence and clarity. One option that can support this goal is rolling over part or all of a 401(k) into a fixed...
Selling Dollars for Pennies
President, Wholehan Marketing I recently came across the article in the link below and thought how appropriate for Life Insurance Awareness Month. My father was recruited into the insurance industry in 1975 by insurance icons John F. Savage and his partner at the...
Fed Rate Cut Signals Turning Point for Annuity Rates
Jacob Noble - Annuity Sales Consultant On September 17th, 2025, the Federal Reserve voted to lower the federal funds rate by 25 basis points, bringing the target range down to 4.00%-4.25%. This marked the Fed’s first rate cut of the year, citing a cooling labor...
Surprising Statistics during Life Insurance Awareness Month!
Jack Nachtrab Life Insurance Consultant September is Life Insurance Awareness Month, which is a great opportunity to discuss life insurance with your clients; whether that means implementing life insurance into their financial plan, updating their current coverage, or...
Annuitization vs. Income Riders: Helping Clients Make the Right Retirement Income Decision
David Bollinger Annuity Sales Consultant For many retirees, the need for steady, predictable income drives most financial decisions. But not all clients are the same. Some prioritize flexibility, access to funds, and the ability to adapt as life unfolds. That’s...