by Chris Wholehan | Jul 8, 2025 | DI
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...
by Chris Wholehan | Apr 14, 2025 | Tax
Chris Wholehan, President Wholehan Marketing As I write this article we are nearing the end of the typical “Tax Season” for 2025, where most filers will need to have their taxes completed by April 15. As many advisors discussions with their clients may have been...
by Chris Wholehan | Mar 4, 2025 | Annuities, Life, Long Term Care
Chris Wholehan Owner/CEO Around 15 years ago I remember speaking at seminars, commenting to advisors that at that time there was over $3 Trillion dollars sitting in cash / cash equivalents (bank accounts, CD’s, etc.), which represented a huge market of opportunity to...
by Chris Wholehan | Oct 31, 2024 | Annuities, DI, Life, Long Term Care
President, Wholehan Marketing Occasionally I find myself in a conversation that reminds me not to assume or take for granted the benefits that we, an Insurance FMO (Field Marketing Organization), bring to the marketplace. Sometimes a rep. that I’m engaging will...
by Chris Wholehan | Sep 12, 2024 | Tax
Chris Wholehan, President Wholehan Marketing I’ve said it before, and every year at this time I like to send out the reminder that the Fourth Quarter of the year should be looked at as Tax Season. Most of us generally think of tax season as the first quarter of the...
