Wholehan Marketing News & Articles
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...
LTC Awareness Month: Empowering Agents to Lead the Conversation
Jody Horetski Life Insurance Consultant Long-Term Care (LTC) Awareness Month, observed every November, provides FMOs and life insurance agents with a unique opportunity to engage clients in meaningful planning conversations. As long-term care needs continue to grow...
A shift from VA to FIA
Jacob Noble - Annuity Sales Consultant Milliman Study: Rising VA Surrenders Reflect Market Shifts New research from global consulting firm Milliman shows a sharp change in variable annuity policyholder behavior, particularly among contracts with guaranteed living...
Life Insurance for Longevity
Jack Nachtrab Life Insurance Consultant As we approach the end of 2025, recent studies highlight that Americans are living longer than ever. Average US life expectancy now sits at a projected 79.4 years. Although retirees need to plan to live longer, many remain...