by Chris Wholehan | Jan 19, 2024 | Life, Long Term Care
Chris Wholehan, President Wholehan Marketing Over the last 6 months or so I have had many discussions with agents/reps. around the country asking them what is important to them and their clients lately. One answer continues to resurface time and time again:...
by Jack Nachtrab | Nov 2, 2023 | Life, Uncategorized
Jack Nachtrab Life Insurance Consultant One of the best features of term policies is the option to convert the death benefit into permanent coverage without needing to show evidence of insurability again. Paying attention to the conversion features and reminding...
by Chris Wholehan | Sep 27, 2023 | Annuities, Life
Chris Wholehan, President Wholehan Marketing Have you Tried E-Apps? In our post-Covid environment, we are realizing the adaptations we have made in our lives as a general response to not being able to interact personally with each other during the Covid pandemic. ...
by Jack Nachtrab | Apr 19, 2023 | Life, Uncategorized
Jack Nachtrab Life Insurance Consultant On May 1, 2023, there will be an expansion of AG-49 specifically regarding illustrations of IUL products. This new regulation will limit the maximum illustrated rate of some indexes used by insurance carriers. The main objective...
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 | 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...
