Prepare for the Unexpected

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,...

Year-End RACK-ing and Planning

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...

Permanent Life Insurance

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...

Using Cash to Help with Taxes In Retirement

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...

The Net Cost of Insurance

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...

A Smart Move for IRA’s

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...