A Time To Review

Chris Wholehan

As we take a moment this month to reflect on the events that have unfolded over the last 18 months, we should also take note that September is also Life Insurance Awareness month.  As we honor those who are no longer with us, we should honor our surviving loved ones by making sure our own financial house is in order.  Reviewing our life insurance coverage is an important part of our financial plan.

  • Do I have enough coverage to ensure there’s enough income for my loved ones?
  • Will all of my bills/debts be paid off?
  • Is there enough coverage to send the kids to college?
  • Have I ensured the legacy I want to leave will be funded properly?
  • Will my assets transfer in the manner in which I intend?
  • Will my business continue forward?
  • How much is enough?

There are so many reasons to make sure that our clients’ financial plans are protected with the right amount of life insurance.  Contact the experts at Wholehan Marketing and let us help you ensure that your clients plans are protected properly.

Recent Posts

The Great Wealth Transfer Continues!

Chris Wholehan, President Wholehan Marketing For the last 5 years there have been numerous articles written about the “Great Wealth Transfer” that is currently underway.  In summary, this tag line refers to the $84 Trillion dollars that will be transferring from...

Understanding RILAs and Their Competition

Annuity Sales Consultant Registered index-linked annuities (RILAs) are a newer type of retirement product that blends features of both fixed index annuities and variable annuities, offering a middle ground between safety and growth potential. Like variable annuities,...

How Volatility Control Indices Work in Fixed Indexed Annuities

David Bollinger Annuity Sales Consultant Volatility control indices (VCIs) have become a core component of many modern fixed indexed annuities (FIAs). Designed to manage market risk and optimize crediting potential, these custom-built indices offer more stable,...

Don’t Forget to Protect Your Clients’ Income!

Chris Wholehan CEO/Owner As we go through the planning process with clients, the focus on their investment planning tends to take center stage.  Once we get their portfolios positioned properly and aligned with their goals and timeframes, we often use life insurance...