by Chris Wholehan | Mar 30, 2021 | Annuities, Fund Management, Long Term Care, Tax
President, Chris Wholehan Are any of your clients business owners? Perhaps they could benefit from a deferred compensation plan using life insurance for tax-deferred growth and tax-free income payments in retirement. Or perhaps they could benefit from...
by Chris Wholehan | Feb 16, 2021 | Long Term Care
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...
by Chris Wholehan | Dec 9, 2020 | Life, Long Term Care
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...
by Chris Wholehan | Sep 30, 2020 | Life
Chris WholehanPresident As we come to the end of Life Insurance Awareness Month, and at the same time look ahead toward the upcoming Tax Season, advisors can use the fourth quarter of the year to help their clients position assets to have a meaning impact on their...
by Chris Wholehan | Aug 25, 2020 | Long Term Care
Chris WholehanPresident As financial advisors, we provide a lot of advice to help our clients feel safe and secure in their financial/retirement planning. We cover many topics, directing them on their investment options, insurances, health care, taxes, gifting, and...
