About Wholehan

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!

Why Work with Wholehan Marketing?

Our team is comprised of individuals with an unparalleled commitment to service, industry knowledge, and integrity. We understand the need to diversify when building a financial portfolio in order to meet the needs of your clients! We believe the solutions we offer are a critical portion of that portfolio. We keep you posted on industry updates and changes, and provide you with all the training and tools you’ll need to provide the best options for your clients!

What Sets Us Apart?

Our experienced Sales Team is comprised of licensed individuals with many years’ experience in the industry. The knowledge of our marketing staff is truly unique, and will prove to be an invaluable asset when you need assistance designing and presenting solutions for your clients’ individual needs.

Our dedicated New Business team will also play a critical role, as they will assist you with the application process to ensure that your business gets thru all underwriting and suitability requirements from the carriers we represent. This team makes your business as important to them as it is to you. They are committed to working with you to get cases issued and paid in a timely manner!

Gain Access To Our Online Tools

When you signup for our online tools, you will have 24 hour access to a wealth of tools to simplify your business. You will have access to tools such as:

  • Annuity Rates
  • Life Quotes
  • Underwriting & Prescreening Tools
  • Product Training Links & Licensing Info
  • Up-to-date Forms & Application