Remember to Protect the Plan

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...

Indexed Annuities Hedge Against Inflation for Retirees

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...

Potential Tax Code Changes Favor Annuities

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...

The Gift that Keeps on Giving!

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...

A Smarter Way to Invest

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...

A Time To Review

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...