Wholehan Marketing News & Articles
Financial Planning with Life Insurance for Families with Young Children
Jody HoretskiLife Insurance Consultant For families with young children, life insurance is a cornerstone of financial planning. Insurance agents play a critical role in helping parents protect income, preserve household stability, and ensure their children’s financial...
Lean on Wholehan Marketing for a Great 2026!
Chris Wholehan, PresidentWholehan Marketing As we begin the new year, Wholehan Marketing renews our commitment to help you stay informed and up-to-date on all of the changes in and around our industry. Interest rates continue to fluctuate, which affect the rates...
Why Stability Matters More Than Ever in 2026
Jacob Noble - Annuity Sales Consultant As 2026 approaches, both the life insurance and annuity markets are being shaped by a growing desire for stability. After years of market swings, political tension, shifting interest rate expectations, and ongoing economic...
A New LTC Provision – Coming 2026
Jack NachtrabLife Insurance Consultant Effective January 1, 2026, clients will be able to take money out of qualified retirement plans prior to age 59 ½ and use that distribution to pay for LTC premiums – without incurring a 10% penalty. A few notes: Withdrawals are...
LTC Awareness Month: Empowering Agents to Lead the Conversation
Jody Horetski Life Insurance Consultant Long-Term Care (LTC) Awareness Month, observed every November, provides FMOs and life insurance agents with a unique opportunity to engage clients in meaningful planning conversations. As long-term care needs continue to grow...
A shift from VA to FIA
Jacob Noble - Annuity Sales Consultant Milliman Study: Rising VA Surrenders Reflect Market Shifts New research from global consulting firm Milliman shows a sharp change in variable annuity policyholder behavior, particularly among contracts with guaranteed living...