Wholehan Marketing News & Articles
A Solution for Low Caps or Renewals on Fixed Index Annuities
Tim BeauregardVP Annuity Sales We offer fixed index annuities to protect client assets from loss and for the potential for index-based earnings above what can be found in other safe money places. Over the years fixed index annuities have proven this value proposition...
One and Done
Chris RussenAnnuity Consultant Having a conversation about a care plan with your clients is an important part of planning for their retirement. It is also an important part of protecting their assets for their intended use. Here are some things you need to talk about...
Using Cash to Help with Taxes In Retirement
Life Insurance Consultant Taxes are often an over-looked aspect of retirement planning for clients. Many people see their 401k or IRA balance and forget to account for taxes and RMDs. There are many ways to help lessen a tax burden in retirement and turn life...
A Strategy to Overcome Today’s Low Rates
Tim Beauregard Annuity Sales Manager Give your clients more than a guarantee with Athene’s Protector 5 fixed index annuity. This popular fixed indexed annuity can go head to head with most traditional fixed rates products by offering the guarantees your clients are...
A Smart Move for IRA’s
Chris WholehanPresident As we come to the end of Life Insurance Awareness Month, and at the same time look ahead toward the upcoming Tax Season, advisors can use the fourth quarter of the year to help their clients position assets to have a meaning impact on their...
Myths of Retiring
Chris RussenAnnuity Consultant 2020 has been a challenging year and some of your clients may be thinking that this may be a good time to retire. Let’s take a look at some myths of retirement planning: Retirement means that my clients can stop investing. Many clients...