Tax Planning Season is Never Over

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...

An Often-Overlooked Tax Deduction

Chris Wholehan During tax season, clients are looking for every deduction they can take to help lower their tax bill.  This this a great time to discuss the need for some type of Long-Term Care Insurance in their financial plan.  Not only does a LTCI plan...

2022 – Time For a Review!

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...

Remember to Protect the Plan

President, Wholehan Marketing November is Long-Term Care Awareness Month, and as such we are reminding advisors that as much hard work as you put into creating a solid financial / retirement plan for your clients, that you also need to remember to protect that plan by...

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...