Agent Tools »
Quote Requests »
Sales Training »
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....
January 24, 2024 | Noon-1:00 p.m.
Wholehan Marketing – LTC
Tampa Maggiano’s (map)
March 6, 2024 | Noon-1:00 p.m.
Wholehan Marketing – LTC
Wholehan Marketing (map)
April 24, 2024 | Noon-1:00 p.m.
Wholehan Marketing – LTC
Tampa Maggiano’s (map)
May 22, 2024 | Noon-1:00 p.m.
Wholehan Marketing – LTC
Wholehan Marketing (map)
February 7, 2024 | 10:00 a.m. EST
North American Annuity – Jacob Mollman
Register For The February 7 Webinar
March 20, 2024 | 10:00 a.m. EST
Cincinatti Life Insurance – Major Bernhold
Register For The March 20 Webinar
April 3, 2024 | 10:00 a.m. EST
North American – Troy Haman
Register For The April 3 Webinar
May 8, 2024 | 10:00 a.m. EST
American Equity – Josh Giesemann
Register For The May 8 Webinar
Resources
Agent Tools »
Access rate charts, calculators, quote forms, training materials and more.
Licensing & Required Training »
Stay current on NAIC and Carrier Training Guidelines.
Marketing & Sales Support »
Access our marketing options, knowledge, tools and strategies.
New Business Support »
Our staff helps ensure your business is processed and paid fast.
Take your business to the next level!
Wholehan Marketing is a family-owned insurance field marketing organization that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide.
Life Insurance Brokerage Services
We believe that Life Insurance is the foundation of your clients’ financial security, and should be an integral part of the solutions you are offering in your practice.
Long-Term Care Brokerage Services
Twenty seven million Americans are expected to need some form of long term care over the next 30 years. Long Term Care Insurance is the critical protection that you can provide.
Annuity Brokerage Services
Wholehan Marketing represents the largest annuity carriers in the industry providing you with the best fixed, and fixed index annuities in the industry.
Disability Brokerage Services
Most of your clients don’t realize how important disability coverage is until after they are too sick or injured to return to work.
Advanced Markets Brokerage Services
Sometimes certain clients need more creative solutions. Our Advanced Market team has years of expertise working with these types of cases and offer the best solutions to maintain an impressive portfolio.
Wholehan Marketing: Insurance Brokerage Agency
Wholehan Marketing is a family-owned insurance field marketing organization that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide. Since 1987, Wholehan Marketing has grown into one of the most well respected independently-owned brokerage agencies– serving insurance agents, financial advisors, and registered representatives all in an effort to help grow their business. With our knowledge, attention to detail, and our relationships with more than 80 insurance carriers, Wholehan Marketing provides support to take your business to the next level!
Praise From Our Partnering Agents
Tim Ayer
Kaminsky & Associates Inc.
"You have a great agency, you make me feel like it is a second home whenever I need anything."
Jean Garner, Texas
"I am confident that if there is ever an issue, your office will do everything in your power to get my cases issued."
Jennifer, Ohio
"The knowledge, service and timeliness of Wholehan is top notch compared to what we have experienced over the last year."
Lisa Block
Everhart Advisors
"The Wholehan team does such a great job. I could not ask for better. Thanks for a great partnership!"