Wholehan Marketing News & Articles
The Easiest Way to Conduct Business This Summer
Jack Nachtrab Life Insurance Consultant With summer starting and kids being out of school, people will be traveling and on the go. Luckily, Wholehan Marketing has options to help you complete applications electronically no matter where you or your clients are. Our...
How Will Interest Rate Hikes Affect Annuities?
David Bollinger Annuity Sales Consultant Over the First Quarter, according to the preliminary results from the Secure Retirement Institute U.S. Individual Annuity Sales Survey, total U.S. annuity sales increased 4% to $63.6 billion, with fixed products benefiting from...
Tax Planning Season is Never Over
As we surpass the “official end” to tax season, as advisors we need to remember that tax planning season is never really over as much of our advice throughout the year has to take taxation into account in some way. Chris Wholehan, President Wholehan Marketing...
Why Demand for Annuities Increased in 2021
Annuity Sales Consultant With all of the downsides associated with the Covid-19 pandemic over the last few years, one positive result in the insurance industry is the boosted interest in annuity products for working Americans. According to the U.S. Individual Annuity...
Multiple Coverage Options for Businesses
Jack Nachtrab Life Insurance Consultant As we approach the end of tax season, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners as they relate to Life...
What Inflation Could Mean for Annuities
Tim Beauregard Regional VP-South Inflation is a threat to retirees living on fixed incomes and workers nearing the end of their careers. Many clients are almost certainly wondering what it means to their ability to retire and what they should do...