Licensing & Required Training

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Licensing Support & Required Training

Insurance Brokerage Licensing and Required Training

At Wholehan Marketing, we strive to make it easier for you to do business! Licensing and training requirements have never been more complex, and we are committed to making this process as easy as possible so you can continue to explore new carriers and provide new solutions for your clients’. Click here to get the ball rolling and partner with us today! By completing this ONE TIME ONLY Fast Track online Contracting profile, we can continue to appoint you with new carriers in the future at your request. If you prefer to print the contracting docuemnts to fill out by hand, download the documents here. Our partnering advisors have access to over 50 leading insurance carriers in the industry, and you will have the knowledge and support of our sales and administrative staff who are committed to high standards of service allowing you to remain in the field to uncover new opportunities with your clients! 

If you have already filled out the Fast Track Contracting profile, and wish to appoint with a new carrier today, you can do so by contacting us at

THREE MINUTE TUTORIAL VIDEO for Fast Track Online Contracting.

Fast Track Contracting

With numerous carriers in the industry, offering multiple product lines, we all know that licensing requirements can be a real headache! Our One-Step process saves you time, and eliminates the need to constantly fill out new contracting paperwork when you find a new carrier or solution you would like to present to your clients!

Carrier Required Product Training

We know that there’s nothing worse than having to go back to your client and get new paperwork signed! Our team provides you with the information and directions that you need in order to complete all carrier required product training so that your cases don’t get declined over a technicality.

NAIC State Requirements

There’s never been more “red tape” to cut through in order to do business. Times have changed, and keeping up with each state’s requirements to write Annuity, Life and LTC business has never been more confusing… and we don’t expect YOU to keep it all straight! We give you 24 hr access to state requirements on our website, and also provide you with the vendors that you can turn to in order to satisfy those requirements. Our Licensing Department is just a phone call away to assist you through this process so that you can concentrate on selling!

Life Insurance

Wholehan Marketing offers competitive products and more importantly, advance concepts for the various uses for life insurance in today’s marketplace. Our experienced sales staff and dedicated in-house underwriters make your life easier when it comes to insurance!

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Long Term Care

We have taken a special interest in the LTC marketplace; because we understand the importance of offering this critical coverage to your clients! Our professional staff are committed to finding the best options for your clients when it comes to addressing this growing concern!

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Wholehan Marketing is proud to offer you the most competitive fixed and fixed index annuities in the market! We consult with you on a case-by-case basis so that you are offering suitable options to each of your clients! Call us today and let us assist you on your next case!

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Wholehan Marketing understands the importance of offering disability coverage to your clients in the event that they can’t return to work due to an accident, illness, or injury. Our team can help you uncover the need, and present the most competitive options for your clients!

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Product Training Confirmation

To avoid commission delays and inconveniences, our team can check your Carrier Product Training. Just complete the form and submit – Charity will be in touch within 5 business hours!

Product Training Confirmation