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...
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 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 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...
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...
