New Business Support
Wholehan’s New Business team plays a critical role, as they will assist you with the application process to ensure that your business gets through all underwriting and suitability requirements from the carriers we represent.
Our team of professionals includes underwriting specialists, certified financial planners, licensed agents, and marketing specialists to deliver the best services to our partners. This allows us to take proactive measures to eliminate any potential problems, develop an easier process, and provide a faster issuing for cases.
The Wholehan team is committed to scrubbing your applications, updating you weekly on your pending business, and strives to get cases issued and paid in a timely manner!
Administrative & Technical Support
Our processors are reading the fine print…even if you are not! They are looking for the errors and mistakes that are commonly made on applications so that they can be corrected before the business reaches the carrier.
Suitability & Underwriting Specialists
Our experienced team has many years’ experience dealing with the unique requirements for each of the carriers we represent. They can assist in getting your cases through the underwriting process, and if there is an issue, they are proactive in their efforts to find another solution for you and your clients.
Weekly Status Updates
Your business is as important to us as it is to you! Our team is committed to the highest level of service, and provides consistent communication with you through the entire process until your cases are issued and paid!
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!
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!
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!
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!