by Jack Nachtrab | Oct 14, 2024 | Uncategorized
Jack Nachtrab Life Insurance Consultant In case you haven’t visited Wholehan’s website- www.wholehan.com -in the past few months, we’ve updated a lot of systems on there including our term quoter, e-applications, pre-screen questionnaires, carrier reference areas, and...
by David Bollinger | Sep 23, 2024 | Annuities, Uncategorized
David Bollinger Annuity Sales Consultant Digital transformation is revolutionizing how consumers access and manage retirement investments, particularly annuities. Here’s how technology is changing the industry: Simplified PurchasingConsumers can now research, compare,...
by Cody Smith | Sep 10, 2024 | Life, Uncategorized
Cody Smith Life Insurance Consultant When preparing for retirement, there are many different paths one can take to achieve one’s income goals. While life insurance plans are traditionally not thought of as ways to build wealth used in retirement, certain policy...
by Jack Nachtrab | Feb 8, 2024 | Life, Long Term Care, Tax, Uncategorized
Jack Nachtrab Life Insurance Consultant As tax season picks up many clients will be reviewing their finances, which brings opportunities to advisors for new planning and adjustments to existing plans. Here are some things to discuss and ask your clients during tax...
by Jack Nachtrab | Nov 2, 2023 | Life, Uncategorized
Jack Nachtrab Life Insurance Consultant One of the best features of term policies is the option to convert the death benefit into permanent coverage without needing to show evidence of insurability again. Paying attention to the conversion features and reminding...
by Jack Nachtrab | Apr 19, 2023 | Life, Uncategorized
Jack Nachtrab Life Insurance Consultant On May 1, 2023, there will be an expansion of AG-49 specifically regarding illustrations of IUL products. This new regulation will limit the maximum illustrated rate of some indexes used by insurance carriers. The main objective...
