by Jody Horetski | Dec 14, 2020 | Life
Consider adding a chronic illness rider to your life insurance policy Jody Horetski Life Insurance Consultant Many of us know someone who’s had to care for a loved one with a chronic disease or had a severe cognitive impairment and understand the emotional, physical,...
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 Jody Horetski | Nov 10, 2020 | Life
Stability and Peace of Mind Jody HoretskiLife Insurance Consultant Despite what the financial pundits would have you believe, permanent life insurance has very unique qualities that sets it apart as an excellent vehicle for helping you on your way to financial...
by Jack Nachtrab | Oct 22, 2020 | Life
Life Insurance Consultant Taxes are often an over-looked aspect of retirement planning for clients. Many people see their 401k or IRA balance and forget to account for taxes and RMDs. There are many ways to help lessen a tax burden in retirement and turn life...
by Jody Horetski | Oct 5, 2020 | Life
Jody HoretskiLife Insurance Consultant When you are working with a client, especially a business client, they have a lot of options for coverage. One way to help them make a decision on what fits them best is to show them a net cost analysis of their insurance...
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...
