Wholehan Marketing News & Articles
Getting Familiar With Life Insurance Riders
Cody Smith Life Insurance Consultant When it comes to life insurance, some might already know that term life and permanent life are the two most common types of policies. Term offers protection for a specified number of years while permanent offers...
Wholehan Website Updates
Jack Nachtrab Life Insurance Consultant In case you haven’t visited Wholehan’s website- www.wholehan.com -in the past few months, we’ve updated a lot of systems on there including our term quoter, e-applications, pre-screen questionnaires, carrier reference areas, and...
Securing a Whole Life Insurance Policy for Children
Jody Horetski Life Insurance Consultant ~A Financial Head Start for Added Peace of Mind~ When clients think about purchasing life insurance, its usually for themselves and often tend to overlook the idea of purchasing life insurance for their children. Children...
The Future of Digital Annuities: Technology Reshaping Retirement Products
David Bollinger Annuity Sales Consultant Digital transformation is revolutionizing how consumers access and manage retirement investments, particularly annuities. Here’s how technology is changing the industry: Simplified PurchasingConsumers can now research, compare,...
It’s Tax (Prep) Season !
Chris Wholehan, President Wholehan Marketing I’ve said it before, and every year at this time I like to send out the reminder that the Fourth Quarter of the year should be looked at as Tax Season. Most of us generally think of tax season as the first quarter of the...
Creating Additional Retirement Income Using Life Insurance
Cody Smith Life Insurance Consultant When preparing for retirement, there are many different paths one can take to achieve one’s income goals. While life insurance plans are traditionally not thought of as ways to build wealth used in retirement, certain policy...