Wholehan Marketing News & Articles
Climbing Interest Rates Mean Good News for Annuity Buyers & Sellers
Regional VP-South Annuity rates are increasing with each fed rate increase after having bottomed out since 2009. The Federal Reserve slashed interest rates to rock-bottom levels early in the pandemic to prop up the U.S. economy. But high inflation has led the...
Climbing Interest Rates Mean Good News for Annuity Buyers
Annuity rates are steadily increasing after bottoming out during the Covid-19 pandemic which means buyers will begin to find returns and payouts much higher than just a couple of months ago. According to annuity experts, the trend seems to likely continue if the...
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...