Play it Safe – Fill the Gap

Jody Horetski Life Insurance Consultant According to a recent study, only about half of the adults in the U.S. have life insurance coverage.  While most of the advisors we work with sell individual policies to their clients, the workplace market is another avenue...

Life Insurance “On the Go”!

Jody Horetski, Life Insurance Consultant Today, everything is ​”rush, rush, rush” and on to the next appointment.  With such busy schedules, our agents need the ability to communicate with their clients while on the go.  Most days, it may seem...

The Importance of a Business Insurance Plan

Jack NachtrabLife Insurance Consultant As we move into tax season and many business owners begin looking at their financials, it sparks a good opportunity to start a conversation with your business owner clients about developing and funding a buy-sell or key-person...

The Last Survivor

Securing a Legacy for your Children Life Insurance Consultant A Survivorship/Second-to-Die Life Insurance policy is a type of permanent life insurance that is often chosen when the purpose is to leave money to a couple’s heirs when both spouses have passed.  In...

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...