Wholehan Marketing News & Articles
Term Conversions – A Great Option in Life Insurance
Jack NachtrabLife Insurance Consultant When it comes to life insurance, many clients today are looking for guarantees - guaranteed death benefit, guaranteed premium, even guaranteed underwriting results. If your clients’ current term insurance policy has conversion...
What Clients Need to Know About Annuities
Tim BeauregardAnnuity Sales Manager Many people do not know what annuities are. Many who may think they know what annuities are have knowledge based upon something they heard sometime ago from a friend, or from an article they read, or from something they saw on TV....
Silver Linings
Chris RussenAnnuity ConsultantWholehan Marketing COVID-19 has changed life as we know it, including the way we conduct insurance business. In response to the economic environment, many carriers have lowered payout riders and premium bonuses, and some have lowered...
Time to Safely Buy-In
Life Insurance Sales Consultant As the roller coaster of market uncertainty continues, many clients are unsure of what to do. One area that seems to be increasingly inviting is the area of indexes - especially those within a life insurance policy. The client has the...
Regulation Best Interest & Your Fixed Annuity Sales
Tim BeauregardAnnuity Sales Manager The June 30th, 2020 implementation date for the SEC’s Regulation Best Interest (Reg BI) is right around the corner. The National Association of Insurance Commissioners (NAIC) has finalized a similar “Best Interest” annuity sales...
Roth Conversion
Chris RussenAnnuity Sales Consultant Partial Roth conversions can be a tool to create tax diversification in your client’s retirement income or legacy planning. By setting up a plan with pre-tax funds in the right tax environment, this can allow your clients to pay...