by Chris Wholehan | Nov 15, 2021 | Long Term Care
President, Wholehan Marketing November is Long-Term Care Awareness Month, and as such we are reminding advisors that as much hard work as you put into creating a solid financial / retirement plan for your clients, that you also need to remember to protect that plan by...
by Dbollinger | Nov 14, 2021 | Annuities
Do you have clients nearing retirement who are calculating their anticipated income need? While there are many time-tested strategies available to help clients save for their retirement goals, there are still many unknowns that may weigh heavy on even the best-made...
by Dbollinger | Nov 8, 2021 | Life
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
by Tim Beauregard | Nov 1, 2021 | Annuities
Tim Beauregard, CFP® RVP-South According to Financial Planning’s latest Retirement Advisor Confidence Index, a monthly barometer of business conditions for wealth managers, clients are nervous about their retirement situation due to concerns about market valuation,...
by Jody Horetski | Oct 26, 2021 | Life
A child’s gift that won’t wear out or fall apart Jody Horetski Life Insurance Consultant As the holiday season approaches, the “most wonderful time of the year” can quickly turn into a stressful one as everyone is out and about looking for that perfect gift to give to...
by Dbollinger | Oct 18, 2021 | Annuities, Uncategorized
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
by Jack Nachtrab | Oct 11, 2021 | Life
Jack Nachtrab Life Insurance Consultant There are many changes to the tax landscape of the US on the horizon during the next few years of the current administration. One of the largest potential changes will be a 5% increase on the marginal capital gains tax rate for...
by Tim Beauregard | Sep 26, 2021 | Annuities
Regional VP-South Do you have clients concerned about rising costs in retirement? According to a recent study 86% of respondents said they are interested in a financial product that not only provided guaranteed income in retirement but also the opportunity for income...
by Jody Horetski | Sep 21, 2021 | Life
Jody Horetski Life Insurance Consultant Life insurance with living benefits offers options that can potentially provide benefits to the policyholder during their lifetime. These funds can help to ease the burden to policy owners and their loved ones, who might...
by Chris Wholehan | Sep 13, 2021 | Life
Chris Wholehan As we take a moment this month to reflect on the events that have unfolded over the last 18 months, we should also take note that September is also Life Insurance Awareness month. As we honor those who are no longer with us, we should honor our...
