Wholehan Marketing News & Articles
What is the Fixed Income Dilemma?
Tim BeauregardAnnuity Sales Manager For the last 40 years bonds seemed to have had it all: Higher levels of income, a relative level of safety from market volatility, and capital appreciation as yields steadily fell… but that is no longer the case. Today’s...
A Variety of Options for Protecting the Financial Plan
Chris WholehanPresident As financial advisors, we provide a lot of advice to help our clients feel safe and secure in their financial/retirement planning. We cover many topics, directing them on their investment options, insurances, health care, taxes, gifting, and...
Finishing Strong in 2020
Chris RussenAnnuity Consultant I would first like to thank all of the advisors that have worked with us throughout this unprecedented year; we truly appreciate being a resource for you and your business. The title of this article may sound premature, however,...
Universal Life- not all policies are the same
Jack NachtrabLife Insurance Consultant A common form of permanent life insurance is a Universal Life policy. These policies have great flexibility in both the length of time the premiums can be paid and the number of years the coverage is guaranteed. But not all...
Department of Labor Proposes A New Rule Package – What You Need to Know
Tim Beauregard Annuity Sales Manager The U.S. Department of Labor (the DOL) announced a new three-part fiduciary rule package on June 29,2020 governing investment advice replacing the 2016 Obama administration rule vacated in 2018. Under the new package the DOL...
Is It Time to Shore-up?
Chris RussenAnnuity Consultant Is it time to reassess your client’s position in the market? The COVID-19 outbreak is still going on, and we all have had to change the way we do business. Fewer face to face meetings in favor of phone calls and virtual meetings have...