Wholehan Marketing News & Articles
Protected Accumulation from Wholehan Marketing
Tim Beauregard, Regional VP - South Fixed index annuities offer a protected accumulation solution for your clients who want to protect their retirement savings from market downturns while having more growth potential than what traditional fixed income assets are...
The Importance of a Business Insurance Plan
Jack NachtrabLife Insurance Consultant As we move into tax season and many business owners begin looking at their financials, it sparks a good opportunity to start a conversation with your business owner clients about developing and funding a buy-sell or key-person...
Year-End RACK-ing and Planning
Chris Wholehan, President - Wholehan Marketing As you may have seen from our social media posts, the Wholehan Marketing team is counting down the days of this holiday season by performing Random Acts of Compassion and Kindness (RACK’s) each day. These RACK’s are...
Covid 19 and Retirement
Chris RussenAnnuity Consultant It goes without saying that COVID-19 has changed many facets of our world. We have all had to adjust and evolve the way we conduct our lives. One specific area that has seen perhaps the most volatility is in the financial sector....
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...