Finishing Strong in 2020

Chris Russen
Annuity Consultant

I would first like to thank all of the advisors that have worked with us throughout this unprecedented year; we truly appreciate being a resource for you and your business.  The title of this article may sound premature, however, understand that a lot of the business submitted after Thanksgiving may not be placed in force until the after the new year.  Therefore, September through November is effectively the “working 4th quarter.”  Additionally, as trends have shown, the next three months have historically been prime months when clients are open to meeting with their advisors.

Given the ongoing environment, advisors need to plan ahead to fully maximize this “4th quarter opportunity.” 

  • Continuing to use virtual meetings can actually result in more appointments than face-to-face meetings
  • Attending webinars and online educational sessions can help keep you up-to-date on industry trends / topics when it’s convenient for you
  • Approaching clients on year-end planning topics now can help ensure necessary moves are made with enough time to finish before the close of the year.
  • Having Appointment paperwork and Product Training done before writing a case will avoid delays and problems having business issued

Wholehan Marketing is ready to partner with you to help with all of these year-end planning topics.  Give us call to discuss how we can help you finish strong in 2020!

Recent Posts

The Importance of Proper Retirement Planning

Annuity Sales Consultant Retirement isn’t a one-time event; it’s an evolving journey that requires a clear vision and a flexible strategy. During a recent NAFA webinar, Tamiko Toland, founder of IncomePath, emphasized that the foundation of successful retirement...

Dividend vs. Index- Long Term Performance Trends

Jack Nachtrab Life Insurance Consultant In the permanent insurance world, the two main types of policies that accumulate a cash value are Whole Life and Indexed Universal Life. Both policies come with guaranteed death benefits and have similar features, riders, and...

June is Annuity Awareness Month

Tim Beauregard VP-South Every June, financial professionals, insurance companies, and advocacy groups across the United States observe Annuity Awareness Month. The initiative was established to educate consumers about annuities and their role in retirement planning....

Life Insurance Market Insights & Consumer Trends

Jody Horetski Life Insurance Consultant As we progress through 2025, it's clear the life insurance landscape continues to shift. Staying informed about coverage gaps, consumer behavior, and growth opportunities is essential to serving today’s clients effectively....