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...

A Guaranteed Option for LTC

Chris Wholehan President Advanced Sales When listening to feedback from clients about traditional Long-Term Care Insurance, one of the most common objections to the coverage is the lack of guarantees: no guaranteed level premium, no guarantee they will use it, no...

An Often-Over-Looked Tax Deduction

Chris Wholehan, President Wholehan Marketing As we enter another tax season and your clients begin to review their personal situation, do not overlook the tax deductions available to some clients who are paying traditional Long-Term Care Insurance premiums.  LTCI...

Year-End RACK-ing and Planning

Chris Wholehan, President – Wholehan Marketing As you may have seen from our social media posts, the Wholehan Marketing team is counting down the days of this holiday season by performing Random Acts of Compassion and Kindness (RACK’s) each day.  These...