by Jack Nachtrab | Apr 13, 2026 | Life, Uncategorized
Jack Nachtrab – Life Insurance Consultant Term insurance is the most common form of life insurance and is great for protecting income, covering mortgages, and providing affordable death benefit coverage during clients’ working years. However, many term...
by Jack Nachtrab | Dec 9, 2025 | Uncategorized
Jack NachtrabLife Insurance Consultant Effective January 1, 2026, clients will be able to take money out of qualified retirement plans prior to age 59 ½ and use that distribution to pay for LTC premiums – without incurring a 10% penalty. A few notes: Withdrawals are...
by David Bollinger | Jun 2, 2025 | Annuities, Uncategorized
David Bollinger Annuity Sales Consultant As interest rates shift and markets remain volatile, the Fixed Indexed Annuity (FIA) landscape is evolving quickly. Insurance carriers are introducing innovative crediting strategies and index designs to help clients capture...
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...
