Wholehan Marketing News & Articles
Indexed Annuities Hedge Against Inflation for Retirees
Do you have clients nearing retirement who are calculating their anticipated income need? While there are many time-tested strategies available to help clients save for their retirement goals, there are still many unknowns that may weigh heavy on even the best-made...
Potential Tax Code Changes Favor Annuities
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
Clients Second Guess Retirement on Inflation, Tax & Market Correction Fears
Tim Beauregard, CFP® RVP-South According to Financial Planning’s latest Retirement Advisor Confidence Index, a monthly barometer of business conditions for wealth managers, clients are nervous about their retirement situation due to concerns about market valuation,...
Potential Tax Code Changes Favor Annuities
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
A Smarter Way to Invest
Jack Nachtrab Life Insurance Consultant There are many changes to the tax landscape of the US on the horizon during the next few years of the current administration. One of the largest potential changes will be a 5% increase on the marginal capital gains tax rate for...
Will Your Clients’ Retirement Income Take a “HIT”? The Need for Increasing Income
Regional VP-South Do you have clients concerned about rising costs in retirement? According to a recent study 86% of respondents said they are interested in a financial product that not only provided guaranteed income in retirement but also the opportunity for income...