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...
by Jody Horetski | Apr 18, 2022 | Life
Jody Horetski Life Insurance Consultant Families commonly take out life insurance policies to ensure their spouse and children receive the insurance proceeds in the event of their death. Although it may seem straightforward, there are common pitfalls of buying life...
by Jack Nachtrab | Mar 28, 2022 | Life
Jack Nachtrab Life Insurance Consultant As we approach the end of tax season, 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 as they relate to Life...
