Marketing & Sales Support

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Marketing & Sales Support


Licensed Representatives from our annuity, life and LTC teams combine for over 30 years in the industry!

We are here to support you with a comprehensive approach to case design and product solutions for your clients. We pride ourselves on being truly independent; offering you solutions that address your current clients’ needs and concerns.

More importantly, we are committed to continuously looking for new strategies and ideas that can help put you in front of new clients so that your business continues to grow!

Marketing Support Staff & Product Materials Assistance

We provide up to date product guidance and information in an ever-changing market place. We keep you informed of changes in the industry, and always make sure you have the materials you need to make the sale.

Sales Training & Consumer Presentations

The marketing team at Wholehan is committed to keeping you up on the trends of the industry through various forms of training and information for you and your clients: One on One sales training, group presentations, lunch and learns, CE seminars and client approved presentations; we are committed to keeping you in the know!

Licensed & On-Site Sales

We know that you are only as credible as the information you receive. At Wholehan, you can trust that the sales staff that you are working with are trained and licensed members of the financial community. We not only provide product recommendations, but an overall analysis of the entire portfolio so that you are receiving the best assistance, advice and solution to meet your clients’ needs. We are always available to assist you with a sale!

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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