Wholehan Marketing News & Articles
A Solution for Unneeded RMDs
Jack NachtrabLife Insurance Consultant It’s tax season once again- meaning it’s time for the annual discussion about RMDs. RMDs are a necessary part of retirement planning, but many clients don’t need the income or want the distribution, although they’re forced to...
Financial Advisors Underestimate Clients’ Demand for Guaranteed Income, 2025 Global Atlantic Survey Shows
Tim BeauregardRVP-South In the shifting landscape of retirement planning, new data suggests a widening gap between what retirees want and what financial advisors are prioritizing-especially when it comes to guaranteed income in retirement. According to Global Atlantic...
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...