by Chris Wholehan | May 2, 2022 | DI, Life, Long Term Care
As we surpass the “official end” to tax season, as advisors we need to remember that tax planning season is never really over as much of our advice throughout the year has to take taxation into account in some way. Chris Wholehan, President Wholehan Marketing...
by Jody Horetski | Apr 18, 2022 | Life
Jody Horetski Life Insurance Consultant Families commonly take out life insurance policies to ensure their spouse and children receive the insurance proceeds in the event of their death. Although it may seem straightforward, there are common pitfalls of buying life...
by Dbollinger | Apr 6, 2022 | Annuities
Annuity Sales Consultant With all of the downsides associated with the Covid-19 pandemic over the last few years, one positive result in the insurance industry is the boosted interest in annuity products for working Americans. According to the U.S. Individual Annuity...
by Jack Nachtrab | Mar 28, 2022 | Life
Jack Nachtrab Life Insurance Consultant As we approach the end of tax season, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners as they relate to Life...
by Tim Beauregard | Mar 22, 2022 | Annuities
Tim Beauregard Regional VP-South Inflation is a threat to retirees living on fixed incomes and workers nearing the end of their careers. Many clients are almost certainly wondering what it means to their ability to retire and what they should do...
by Chris Wholehan | Mar 8, 2022 | Long Term Care, Tax
Chris Wholehan During tax season, clients are looking for every deduction they can take to help lower their tax bill. This this a great time to discuss the need for some type of Long-Term Care Insurance in their financial plan. Not only does a LTCI plan...
by Jessica Hernandez | Feb 22, 2022 | Uncategorized
Jack Nachtrab Life Insurance Consultant Clients want options when it comes to life insurance. They want to know that they can get their money back if they no longer need the coverage. As their advisor, selling a policy with return of premium gives the client the...
by Chris Wholehan | Feb 10, 2022 | Announcements, Life, Long Term Care
Chris Wholehan, President Wholehan Marketing For those of you who know me, you know I’m not the “biggest” fan of winter …. However, when it comes to business, this is one of the “most wonderful times of the year.” The insurance business from January through May...
by Dbollinger | Jan 31, 2022 | Uncategorized
David Bollinger Annuity Sales Consultant Wholehan Marketing is a 35-year-old Independently-owned insurance FMO that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide. With...
by Jack Nachtrab | Jan 17, 2022 | Life
Jack Nachtrab Life Insurance Consultant After a 2-year hiatus, RMD’s (Required Minimum Distributions) are back for the 2021 tax year; those who turned age 72 by 7/1/2021 will need to take their RMD by 4/1/2022. Many of these clients do not need or want the...
