Wholehan Marketing News & Articles
LTC Hybrids Offer Flexibility and Leverage
Jack Nachtrab Life Insurance Consultant For clients nearing retirement, long term care insurance is a very important piece of the financial plan. However, many clients shy away from traditional LTCI policies since there’s no guarantee they’ll use it, and they don’t...
2020 Suitability Amendments
Tim BeauregardRegional VP-South Three years after the National Association of Insurance Commissioners (NAIC) amended the Suitability in Annuity Transactions Model Regulation setting standards and procedures requiring agents and insurers to act in the best interest of...
More State LTC Mandates coming?
Jack Nachtrab Life Insurance Consultant In 2022, the State of Washington started to require that all residents have long term care and mandated a new payroll tax where people were taxed to pay for their future, state sponsored LTC. The LTC benefits provided by the...
2023 Annuity Sales off to a Record Start!
Chris Wholehan, President Wholehan Marketing In case you haven’t heard, the Fixed and Fixed Indexed Annuity market is off to a record start for 2023. A recently published article by Wink, Inc. reported the first quarter sales of all deferred annuities were up 41.9%...
Where Do Annuities Fit?
Regional VP-South I came across an article by Roger Wohlner on Think Advisor this week that I thought was worth sharing. In his article titled, “Where Do Annuities Fit in Your Client’s Retirement Strategy?” Mr. Wohlner talks about how annuities can fit as part of a...
Record Breaking Annuity Sales in 2022
David Bollinger Annuity Sales Consultant Annuity sales hit a record last year, eclipsing sales during the 2008 financial crisis amid fear and higher rates. Boosted by massive pension risk transfer transactions and strong sales of fixed annuities, total direct annuity...