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...
by Chris Wholehan | Sep 13, 2021 | Life
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...
by Chris Wholehan | May 26, 2021 | Long Term Care
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...
