by Chris Wholehan | Aug 11, 2022 | Life, Long Term Care
In the wake of the consolidation of products and carriers left in the traditional Long-Term Care Insurance space, it can be easy to overlook this necessary part of retirement planning. The good news is the life insurance and annuity industries have stepped up to...
by Jody Horetski | Aug 3, 2022 | Life, Uncategorized
Jody Horetski Life Insurance Consultant The fall semester for college is right around the corner and many parents have the expensive cost of tuition on their minds. Rising college bills, plus the cost of dorms, travel and books really adds up. If you have a who will...
by Jody Horetski | Jun 29, 2022 | Life
Jody Horetski Life Insurance Consultant A fact-finding conversation is not just about gathering information, it is about connecting with your client on a personal level to understand their needs. Fact-finding conversations help determine how much insurance is...
by Jack Nachtrab | Jun 6, 2022 | Announcements, Life
Jack Nachtrab Life Insurance Consultant With summer starting and kids being out of school, people will be traveling and on the go. Luckily, Wholehan Marketing has options to help you complete applications electronically no matter where you or your clients are. Our...
by Jody Horetski | May 25, 2022 | Life, Uncategorized
IRAs were created as a tax-advantaged way to encourage personal retirement savings, allowing tax-deductible contributions and tax deferred growth. However, IRAs were not made as a vehicle to pass wealth to future generations. Beginning at age 72 ½, IRA’s have Required...
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...
