by Dbollinger | Jun 15, 2022 | Uncategorized
Annuity rates are steadily increasing after bottoming out during the Covid-19 pandemic which means buyers will begin to find returns and payouts much higher than just a couple of months ago. According to annuity experts, the trend seems to likely continue if the...
by Jody Horetski | May 25, 2022 | Life, Uncategorized
IRAs were created as a tax-advantaged way to encourage personal retirement savings, allowing tax-deductible contributions and tax deferred growth. However, IRAs were not made as a vehicle to pass wealth to future generations. Beginning at age 72 ½, IRA’s have Required...
by Jessica Hernandez | Feb 22, 2022 | Uncategorized
Jack Nachtrab Life Insurance Consultant Clients want options when it comes to life insurance. They want to know that they can get their money back if they no longer need the coverage. As their advisor, selling a policy with return of premium gives the client the...
by Dbollinger | Jan 31, 2022 | Uncategorized
David Bollinger Annuity Sales Consultant Wholehan Marketing is a 35-year-old Independently-owned insurance FMO that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide. With...
by Tim Beauregard | Jan 10, 2022 | Annuities, Uncategorized
Regional VP-South Secure Retirement Institute research shows that pre-retirees’ and retirees’ top concern is running out of money in retirement. The latest data suggests that retirees who own an annuity are more confident than non-owners that their savings and...
by Dbollinger | Oct 18, 2021 | Annuities, Uncategorized
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...
