by Tim Beauregard | Oct 25, 2022 | Uncategorized
Regional VP-South Kids are back in school, vacations are over, and September through November is back to business after what would normally have been a summer slowdown. However, this year has been the opposite. Market volatility in 2022 has reminded clients of market...
by Chris Wholehan | Aug 11, 2022 | Life, Long Term Care
In the wake of the consolidation of products and carriers left in the traditional Long-Term Care Insurance space, it can be easy to overlook this necessary part of retirement planning. The good news is the life insurance and annuity industries have stepped up to...
by Jody Horetski | Aug 3, 2022 | Life, Uncategorized
Jody Horetski Life Insurance Consultant The fall semester for college is right around the corner and many parents have the expensive cost of tuition on their minds. Rising college bills, plus the cost of dorms, travel and books really adds up. If you have a who will...
by Tim Beauregard | Jul 11, 2022 | Annuities
Regional VP-South Annuity rates are increasing with each fed rate increase after having bottomed out since 2009. The Federal Reserve slashed interest rates to rock-bottom levels early in the pandemic to prop up the U.S. economy. But high inflation has led the...
by Jody Horetski | Jun 29, 2022 | Life
Jody Horetski Life Insurance Consultant A fact-finding conversation is not just about gathering information, it is about connecting with your client on a personal level to understand their needs. Fact-finding conversations help determine how much insurance is...
by Dbollinger | Jun 15, 2022 | Uncategorized
Annuity rates are steadily increasing after bottoming out during the Covid-19 pandemic which means buyers will begin to find returns and payouts much higher than just a couple of months ago. According to annuity experts, the trend seems to likely continue if the...
by Jack Nachtrab | Jun 6, 2022 | Announcements, Life
Jack Nachtrab Life Insurance Consultant With summer starting and kids being out of school, people will be traveling and on the go. Luckily, Wholehan Marketing has options to help you complete applications electronically no matter where you or your clients are. Our...
by Jody Horetski | May 25, 2022 | Life, Uncategorized
IRAs were created as a tax-advantaged way to encourage personal retirement savings, allowing tax-deductible contributions and tax deferred growth. However, IRAs were not made as a vehicle to pass wealth to future generations. Beginning at age 72 ½, IRA’s have Required...
by Dbollinger | May 9, 2022 | Annuities
David Bollinger Annuity Sales Consultant Over the First Quarter, according to the preliminary results from the Secure Retirement Institute U.S. Individual Annuity Sales Survey, total U.S. annuity sales increased 4% to $63.6 billion, with fixed products benefiting from...
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...
