Alternative Coverage for LTC

Jack Nachtrab Life Insurance Consultant For clients nearing retirement, long term care insurance is a very important piece of the financial plan. However, many clients shy away from LTCI as there is no guarantee they’ll use it and they don’t want to pay premiums they...

A Guaranteed Option for LTC

Chris Wholehan President Advanced Sales When listening to feedback from clients about traditional Long-Term Care Insurance, one of the most common objections to the coverage is the lack of guarantees: no guaranteed level premium, no guarantee they will use it, no...

An Often-Over-Looked Tax Deduction

Chris Wholehan, President Wholehan Marketing As we enter another tax season and your clients begin to review their personal situation, do not overlook the tax deductions available to some clients who are paying traditional Long-Term Care Insurance premiums.  LTCI...

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...