by Chris Wholehan | Aug 11, 2022 | Life, Long Term Care
In the wake of the consolidation of products and carriers left in the traditional Long-Term Care Insurance space, it can be easy to overlook this necessary part of retirement planning. The good news is the life insurance and annuity industries have stepped up to...
by Chris Wholehan | May 2, 2022 | DI, Life, Long Term Care
As we surpass the “official end” to tax season, as advisors we need to remember that tax planning season is never really over as much of our advice throughout the year has to take taxation into account in some way. Chris Wholehan, President Wholehan Marketing...
by Chris Wholehan | Mar 8, 2022 | Long Term Care, Tax
Chris Wholehan During tax season, clients are looking for every deduction they can take to help lower their tax bill. This this a great time to discuss the need for some type of Long-Term Care Insurance in their financial plan. Not only does a LTCI plan...
by Chris Wholehan | Feb 10, 2022 | Announcements, Life, Long Term Care
Chris Wholehan, President Wholehan Marketing For those of you who know me, you know I’m not the “biggest” fan of winter …. However, when it comes to business, this is one of the “most wonderful times of the year.” The insurance business from January through May...
by Chris Wholehan | Nov 15, 2021 | Long Term Care
President, Wholehan Marketing November is Long-Term Care Awareness Month, and as such we are reminding advisors that as much hard work as you put into creating a solid financial / retirement plan for your clients, that you also need to remember to protect that plan by...
