Wholehan Marketing News & Articles
New Supreme Court Ruling has Huge Impact on Buy-Sell Planning
The Supreme Court recently made a ruling in Connelly v. United States that has drastically changed the tax treatment of death benefit proceeds for buy-sell life insurance owned by a business entity. The case focused on how to value a company for estate tax purposes...
Don’t Forget About Term Conversions
Jack Nachtrab Life Insurance Consultant A key feature of term life insurance is the opportunity to convert the coverage to a permanent policy without needing to go through underwriting. However, conversions are something not a lot of agents/advisors mention....
RIAs Growing Interests in Annuities
Annuity Sales Consultant In today’s environment, many fiduciary advisors are turning to protection products such as fixed indexed annuities and fixed annuities to offset client portfolio risk. That was one of the findings from Security Benefit’s Registered Investment...
An Update on State LTC Mandates
Jack Nachtrab Life Insurance Consultant Last summer, we saw a number of states start the process to implement state mandated LTC similar to what Washington did. As we sit in July 2024, here are some updates on a few states and the possible implications of new bills...
Record Annuity Sales Signal a Milestone Year for Financial Security
David BollingerAnnuity Sales Consultant In 2023, the financial landscape witnessed a notable shift towards securing stable, long-term income streams, as evidenced by record annuity sales with a 22% increase compared to the previous year. Reaching a total of $355.4...
Tax Season Ideas for This Year
Chris Wholehan, President Wholehan Marketing As I stated in my article back in October, most of us generally think of tax season as the first quarter of the year as we all prepare to file our taxes by April 15. However, filing our taxes in the first quarter of the...