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...
by Chris Wholehan | Apr 3, 2024 | Tax
Chris Wholehan, President Wholehan Marketing As I stated in my article back in October, most of us generally think of tax season as the first quarter of the year as we all prepare to file our taxes by April 15. However, filing our taxes in the first quarter of the...
by Chris Wholehan | Jan 19, 2024 | Life, Long Term Care
Chris Wholehan, President Wholehan Marketing Over the last 6 months or so I have had many discussions with agents/reps. around the country asking them what is important to them and their clients lately. One answer continues to resurface time and time again:...
