Wholehan Marketing News & Articles
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...
Quick Tip for Addressing Long-Term Care with Clients
Cody Smith Life Insurance Consultant As a financial professional, it is very important to take a realistic approach when having a conversation with your clients about long-term care insurance. Most people know they need to talk about it, but the general lack of...
RMD funded Insurance
Jack Nachtrab Life Insurance Consultant It’s tax season once again- meaning it’s time for the annual discussion about RMDs. Many clients don’t need the income or want the distribution, although they’re forced to take money out of IRAs, which they then pay taxes on. As...
LTC Awareness Month
Jack Nachtrab Life Insurance Consultant November is LTC awareness month, which is a great time to start or continue LTC conversations with your clients. LTC insurance has never been more in demand than it is right now. The last of the Baby Boomers will turn 60 this...