by Jessica Hernandez | Oct 16, 2025 | Announcements, Annuities, DI, Fund Management, Life, Long Term Care, Tax
“Built for Advisors, Not Investors.” Jessica Hernandez EVP-Wholehan Marketing In an era where large, private-equity-backed FMOs dominate the headlines, it’s easy to think scale equals strength. But ask most advisors, and you’ll hear a different story: independence is...
by Jessica Hernandez | Oct 21, 2024 | Life
Cody Smith Life Insurance Consultant When it comes to life insurance, some might already know that term life and permanent life are the two most common types of policies. Term offers protection for a specified number of years while permanent offers...
by Jessica Hernandez | Feb 22, 2022 | Uncategorized
Jack Nachtrab Life Insurance Consultant Clients want options when it comes to life insurance. They want to know that they can get their money back if they no longer need the coverage. As their advisor, selling a policy with return of premium gives the client the...
by Jessica Hernandez | Apr 16, 2021 | Life
Jack Nachtrab Life Insurance Consultant According to the Federal Reserve Bank of NY, over the last 7 years, household debt in the US has increased by $3.04 trillion. As Americans become less afraid of having debt in their financial plan, an increasingly overlooked...
