by Jacob Noble | Nov 3, 2025 | Annuities
Jacob Noble – Annuity Sales Consultant Milliman Study: Rising VA Surrenders Reflect Market Shifts New research from global consulting firm Milliman shows a sharp change in variable annuity policyholder behavior, particularly among contracts with guaranteed...
by Jack Nachtrab | Oct 27, 2025 | Life
Jack Nachtrab Life Insurance Consultant As we approach the end of 2025, recent studies highlight that Americans are living longer than ever. Average US life expectancy now sits at a projected 79.4 years. Although retirees need to plan to live longer, many remain...
by Jessica Hernandez | Oct 16, 2025 | Announcements, Annuities, DI, Fund Management, Life, Long Term Care, Tax
“Built for Advisors, Not Investors.” Jessica Hernandez EVP-Wholehan Marketing In an era where large, private-equity-backed FMOs dominate the headlines, it’s easy to think scale equals strength. But ask most advisors, and you’ll hear a different story: independence is...
by David Bollinger | Oct 6, 2025 | Annuities
David Bollinger Annuity Sales Consultant As financial advisors, our goal is to help clients transition from wealth accumulation to income generation with confidence and clarity. One option that can support this goal is rolling over part or all of a 401(k) into a fixed...
by Chris Wholehan | Sep 29, 2025 | Life
President, Wholehan Marketing I recently came across the article in the link below and thought how appropriate for Life Insurance Awareness Month. My father was recruited into the insurance industry in 1975 by insurance icons John F. Savage and his partner at the...
by Jacob Noble | Sep 22, 2025 | Annuities
Jacob Noble – Annuity Sales Consultant On September 17th, 2025, the Federal Reserve voted to lower the federal funds rate by 25 basis points, bringing the target range down to 4.00%-4.25%. This marked the Fed’s first rate cut of the year, citing a cooling labor...
by Jack Nachtrab | Sep 16, 2025 | Life
Jack Nachtrab Life Insurance Consultant September is Life Insurance Awareness Month, which is a great opportunity to discuss life insurance with your clients; whether that means implementing life insurance into their financial plan, updating their current coverage, or...
by David Bollinger | Aug 29, 2025 | Annuities
David Bollinger Annuity Sales Consultant For many retirees, the need for steady, predictable income drives most financial decisions. But not all clients are the same. Some prioritize flexibility, access to funds, and the ability to adapt as life unfolds. That’s...
by Chris Wholehan | Aug 18, 2025 | Annuities, Life
Chris Wholehan, President Wholehan Marketing For the last 5 years there have been numerous articles written about the “Great Wealth Transfer” that is currently underway. In summary, this tag line refers to the $84 Trillion dollars that will be transferring from...
by Jacob Noble | Aug 11, 2025 | Annuities
Annuity Sales Consultant Registered index-linked annuities (RILAs) are a newer type of retirement product that blends features of both fixed index annuities and variable annuities, offering a middle ground between safety and growth potential. Like variable annuities,...
