by David Bollinger | May 9, 2022 | Annuities
David Bollinger Annuity Sales Consultant Over the First Quarter, according to the preliminary results from the Secure Retirement Institute U.S. Individual Annuity Sales Survey, total U.S. annuity sales increased 4% to $63.6 billion, with fixed products benefiting from...
by David Bollinger | Apr 6, 2022 | Annuities
Annuity Sales Consultant With all of the downsides associated with the Covid-19 pandemic over the last few years, one positive result in the insurance industry is the boosted interest in annuity products for working Americans. According to the U.S. Individual Annuity...
by David Bollinger | Jan 31, 2022 | Uncategorized
David Bollinger Annuity Sales Consultant Wholehan Marketing is a 35-year-old Independently-owned insurance FMO that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide. With...
by David Bollinger | Nov 14, 2021 | Annuities
Do you have clients nearing retirement who are calculating their anticipated income need? While there are many time-tested strategies available to help clients save for their retirement goals, there are still many unknowns that may weigh heavy on even the best-made...
by David Bollinger | Nov 8, 2021 | Life
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
