by Chris Wholehan | Mar 30, 2021 | Annuities, Fund Management, Long Term Care, Tax
President, Chris Wholehan Are any of your clients business owners? Perhaps they could benefit from a deferred compensation plan using life insurance for tax-deferred growth and tax-free income payments in retirement. Or perhaps they could benefit from...
by Jack Nachtrab | Mar 16, 2021 | Life
Jack Nachtrab Pensions in the private workplace are not as prevalent today as they used to be, however most public sector jobs still offer pensions. When it comes time for retirement, married clients are faced with the decision on whether to take a single-life payout...
by Jody Horetski | Mar 9, 2021 | Life
Jody Horetski Life Insurance Consultant According to a recent study, only about half of the adults in the U.S. have life insurance coverage. While most of the advisors we work with sell individual policies to their clients, the workplace market is another avenue...
by Tim Beauregard | Mar 3, 2021 | Annuities
Tim Beauregard Regional VP-South After a record year for low interest rates, you are probably telling clients to wait until rates increase. Even in a low interest-rate environment, an annuity can be a good choice for clients. Of course, the higher the rate, the...
by Jody Horetski | Feb 23, 2021 | Life
Jody Horetski, Life Insurance Consultant Today, everything is ”rush, rush, rush” and on to the next appointment. With such busy schedules, our agents need the ability to communicate with their clients while on the go. Most days, it may seem...
by Chris Wholehan | Feb 16, 2021 | Long Term Care
Chris Wholehan, President Wholehan Marketing As we enter another tax season and your clients begin to review their personal situation, do not overlook the tax deductions available to some clients who are paying traditional Long-Term Care Insurance premiums. LTCI...
by Tim Beauregard | Feb 8, 2021 | Annuities
Tim Beauregard, Regional VP – South Fixed index annuities offer a protected accumulation solution for your clients who want to protect their retirement savings from market downturns while having more growth potential than what traditional fixed income assets are...
by Jack Nachtrab | Feb 1, 2021 | Life
Jack NachtrabLife Insurance Consultant As we move into tax season and many business owners begin looking at their financials, it sparks a good opportunity to start a conversation with your business owner clients about developing and funding a buy-sell or key-person...
by Jody Horetski | Jan 18, 2021 | Life
Securing a Legacy for your Children Life Insurance Consultant A Survivorship/Second-to-Die Life Insurance policy is a type of permanent life insurance that is often chosen when the purpose is to leave money to a couple’s heirs when both spouses have passed. In...
by Jody Horetski | Dec 14, 2020 | Life
Consider adding a chronic illness rider to your life insurance policy Jody Horetski Life Insurance Consultant Many of us know someone who’s had to care for a loved one with a chronic disease or had a severe cognitive impairment and understand the emotional, physical,...
