Wholehan Marketing News & Articles
Trust, Technology, and the Future of Annuities
Jacob Noble : Annuity Sales Consultant The annuity industry has undergone a noticeable shift over the past few years, and one thing has become increasingly clear: consumer confidence is significantly higher when a financial professional is involved. While that’s not...
Don’t Forget About Term Conversions
Jack Nachtrab - Life Insurance Consultant Term insurance is the most common form of life insurance and is great for protecting income, covering mortgages, and providing affordable death benefit coverage during clients’ working years. However, many term policyholders...
Retirement Myths: Are You Too Old for an Annuity?
Jacob Noble, Annuity Sales Consultant One of the most common misconceptions in retirement planning is the belief that it can become “too late” to consider an annuity. Many people assume that if they didn’t purchase one earlier in life, the opportunity has already...
Fixed and Fixed Indexed Annuities as Inflation-Hedging Tools in 2026
Jacob Noble, Annuity Sales Consultant The Inflation RealityInflation remains a key risk for retirees and pre-retirees in 2026. Even when inflation moderates, rising costs for housing, healthcare, insurance, and everyday expenses can steadily erode purchasing power....
LTC Demand Skyrocketing = An Enormous Planning Opportunity
Jack NachtrabLife Insurance Consultant The Baby Boomer generation, controlling roughly 70% of the country's wealth, will begin turning 80 this year. As the boomer generation ages, LTC and chronic illness benefits will be more valuable than ever. In an aging population...
New Year, Same Priorities: Why Fixed and Indexed Annuities Still Matter
Jacob Noble Annuity Sales Consultant Fixed and fixed index annuities are heading into 2026 with strong momentum. After years of steady but modest growth, 2025 showed renewed interest in products that offer stability, protection, and predictable outcomes. In an...