AG-49 Regulation Update Explained

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...

Fall Selling Season with Plenty of Opportunity

Regional VP-South Kids are back in school, vacations are over, and September through November is back to business after what would normally have been a summer slowdown. However, this year has been the opposite. Market volatility in 2022 has reminded clients of market...

Why Wholehan Marketing in 2022?

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...