by Wholehan Marketing | Aug 7, 2024 | DI
If you were to ask your client during your next review meeting, “What is your most valuable asset?”, what do you think they would say? Most would probably identify their car or their house, maybe a set of jewelry, or maybe even a collection of autographed baseball...
by Wholehan Marketing | Jun 28, 2021 | Annuities
David Bollinger Annuity Sales Consultant F&G has announced a new annuity product category dubbed the “FILA” or Fixed Index-Linked Annuity with the launch of their brand-new Dynamic Accumulator 10. This new product is the best of both worlds between Fixed...
by Wholehan Marketing | Jun 2, 2021 | Annuities
David Bollinger Annuity Sales Consultant When choosing the most appropriate solution for a client’s retirement, one of the most important things to know about your client is their level of risk tolerance. If your client has low risk tolerance, this typically...
by Wholehan Marketing | Apr 30, 2020 | Annuities
With the markets seeing multiple historic losses in just a few days, is it time to move a portion of your client’s funds to a safer position? Clients need stability and guarantees in their portfolio to provide an income stream they know they can rely on. Recent...
by Wholehan Marketing | Feb 29, 2020 | Annuities
As the average life expectancy is continuing to rise you may need to plan for your client’s retirement that could last 30 years or longer. Research from Social Security shows that a healthy 65-year old has a 43% chance of living to age 95. With this in mind, advisors...
