by Dbollinger | Apr 12, 2024 | Annuities
David BollingerAnnuity Sales Consultant In 2023, the financial landscape witnessed a notable shift towards securing stable, long-term income streams, as evidenced by record annuity sales with a 22% increase compared to the previous year. Reaching a total of $355.4...
by Chris Wholehan | Apr 3, 2024 | Tax
Chris Wholehan, President Wholehan Marketing As I stated in my article back in October, most of us generally think of tax season as the first quarter of the year as we all prepare to file our taxes by April 15. However, filing our taxes in the first quarter of the...
by Jody Horetski | Feb 21, 2024 | Life, Uncategorized
Jody Horetski Life Insurance Consultant Shopping for life insurance is fairly simple, even if the client is considered a high-risk applicant. During the application process, you might have to provide additional information about any occupation, hobby, high risk...
by Jack Nachtrab | Feb 8, 2024 | Life, Long Term Care, Tax, Uncategorized
Jack Nachtrab Life Insurance Consultant As tax season picks up many clients will be reviewing their finances, which brings opportunities to advisors for new planning and adjustments to existing plans. Here are some things to discuss and ask your clients during tax...
by Chris Wholehan | Jan 19, 2024 | Life, Long Term Care
Chris Wholehan, President Wholehan Marketing Over the last 6 months or so I have had many discussions with agents/reps. around the country asking them what is important to them and their clients lately. One answer continues to resurface time and time again:...
by Jody Horetski | Nov 7, 2023 | Life
Jody Horetski Life Insurance Consultant Tis the Season to Review Use this time during the fall holiday season to identify what your clients’ needs are in terms of life insurance coverage and finding the best policy for the upcoming new year. Now is a good time to dive...
by Jack Nachtrab | Nov 2, 2023 | Life, Uncategorized
Jack Nachtrab Life Insurance Consultant One of the best features of term policies is the option to convert the death benefit into permanent coverage without needing to show evidence of insurability again. Paying attention to the conversion features and reminding...
by Chris Wholehan | Sep 27, 2023 | Annuities, Life
Chris Wholehan, President Wholehan Marketing Have you Tried E-Apps? In our post-Covid environment, we are realizing the adaptations we have made in our lives as a general response to not being able to interact personally with each other during the Covid pandemic. ...
by Dbollinger | Sep 12, 2023 | Annuities
David Bollinger Annuity Sales Consultant An annuity rider is an optional feature that can be added to an annuity contract. It is a way to tailor an annuity to fit the specific needs and goals of the policyholder. There are a variety of riders available...
by Jack Nachtrab | Sep 12, 2023 | Long Term Care
Jack Nachtrab Life Insurance Consultant For clients nearing retirement, long term care insurance is a very important piece of the financial plan. However, many clients shy away from traditional LTCI policies since there’s no guarantee they’ll use it, and they don’t...
