by Chris Wholehan | Dec 22, 2025 | Announcements, Annuities, DI, Life, Long Term Care
Chris Wholehan, PresidentWholehan Marketing As we begin the new year, Wholehan Marketing renews our commitment to help you stay informed and up-to-date on all of the changes in and around our industry. Interest rates continue to fluctuate, which affect the rates...
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 Chris Wholehan | Jul 8, 2025 | DI
Chris Wholehan CEO/Owner As we go through the planning process with clients, the focus on their investment planning tends to take center stage. Once we get their portfolios positioned properly and aligned with their goals and timeframes, we often use life insurance...
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 Jack Nachtrab | Mar 24, 2023 | DI, Life, Long Term Care
Jack Nachtrab life Insurance Consultant As tax season rolls along, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners when it comes to Life, DI, and LTC...
by Chris Wholehan | May 2, 2022 | DI, Life, Long Term Care
As we surpass the “official end” to tax season, as advisors we need to remember that tax planning season is never really over as much of our advice throughout the year has to take taxation into account in some way. Chris Wholehan, President Wholehan Marketing...
