Wholehan Marketing News & Articles
Too Much Cash ?
Chris Wholehan Owner/CEO Around 15 years ago I remember speaking at seminars, commenting to advisors that at that time there was over $3 Trillion dollars sitting in cash / cash equivalents (bank accounts, CD’s, etc.), which represented a huge market of opportunity to...
Don’t Forget About Insurance for Younger Clients
Cody Smith Life Insurance Consultant The widely known and accepted purpose of life insurance is to provide financial security for loved ones after an individual’s passing. The benefits received can help maintain their standard of living, pay for funeral costs and...
An LTC/Annuity Hybrid Worth Discussing
The LTC hybrid market has undergone changes with new products being introduced, price adjustments, and rate increases. One particular product demanding attention blends an annuity and LTC together; below are some highlights: A+ Rated Carrier Current fixed interest...
Annuity Market Hits Record Sales in 2024, Poised for Continued Growth in 2025
Annuity Sales Consultant The annuity market continued its upward trajectory in 2024, with total sales reaching $432.4 billion, a 12% increase from the previous year, according to LIMRA’s U.S. Individual Annuity Sales Survey. This marks the third consecutive year of...
Challenges and Opportunities for Securing Life Insurance in 2025
The life insurance industry continues to adjust to the challenges of life insurance in 2025; such as advanced technology, faster underwriting and policy issuance, greater customer expectations, and attracting the upcoming generation. Millennials and Gen Z are becoming...
Securing Your Retirement with Annuities
David Bollinger Annuity Sales Consultant Many Americans aren’t saving enough for retirement, with some saving nothing at all or starting too late. Even higher-income earners often struggle to save. As a result, many retirees are running out of money, relying on...