by Chris Wholehan | Feb 10, 2022 | Announcements, Life, Long Term Care
Chris Wholehan, President Wholehan Marketing For those of you who know me, you know I’m not the “biggest” fan of winter …. However, when it comes to business, this is one of the “most wonderful times of the year.” The insurance business from January through May...
by Jack Nachtrab | Jan 17, 2022 | Life
Jack Nachtrab Life Insurance Consultant After a 2-year hiatus, RMD’s (Required Minimum Distributions) are back for the 2021 tax year; those who turned age 72 by 7/1/2021 will need to take their RMD by 4/1/2022. Many of these clients do not need or want the...
by Jack Nachtrab | Dec 13, 2021 | Life
Jack Nachtrab Life Insurance Consultant For the current 2021-2022 school year, the average tuition, room & board, and additional fees at a public university is $22,690 per year. In the 2000-2001 school year, that was the average cost of a private university. ...
by Jody Horetski | Dec 1, 2021 | Life
Jody Horetski Life Insurance Consultant Growing your life insurance business is essential and depends on your ability to build relationships with clients. No one likes to talk about death, which makes life insurance one of the hardest types of insurance products to...
by Dbollinger | Nov 8, 2021 | Life
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
by Jody Horetski | Oct 26, 2021 | Life
A child’s gift that won’t wear out or fall apart Jody Horetski Life Insurance Consultant As the holiday season approaches, the “most wonderful time of the year” can quickly turn into a stressful one as everyone is out and about looking for that perfect gift to give to...
