by Chris Wholehan | Apr 14, 2025 | Tax
Chris Wholehan, President Wholehan Marketing As I write this article we are nearing the end of the typical “Tax Season” for 2025, where most filers will need to have their taxes completed by April 15. As many advisors discussions with their clients may have been...
by Jacob Noble | Apr 7, 2025 | Annuities
Annuity Sales Consultant Many individuals start taking Social Security as soon as they retire. For some, that makes sense, but for others, waiting just a little longer could pay off in a big way. Filing early can shrink your monthly benefit by up to 30% and once...
by Jack Nachtrab | Mar 31, 2025 | Life
Jack Nachtrab Life Insurance Consultant At a financial services conference last week, I had multiple conversations about life insurance with independent financial advisors around the country. The common theme of the conversations was the perception that writing life...
by Jody Horetski | Mar 21, 2025 | Life
A Smart Strategy for Protecting Your Company’s Future Jody Horetski Life Insurance Consultant In the world of business, ensuring the longevity and financial stability of a company is essential. Business life insurance can play a key role in safeguarding a...
by David Bollinger | Mar 10, 2025 | Annuities
Annuity Sales Consultant Annuities are often seen as set-it-and-forget-it investments, offering retirees a reliable income stream without the risks of more volatile investments. However, even if you’re client is happy with their current annuity, it might be...
by Chris Wholehan | Mar 4, 2025 | Annuities, Life, Long Term Care
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...
by Cody Smith | Feb 25, 2025 | Life
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...
by Jack Nachtrab | Feb 18, 2025 | Life, Long Term Care
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...
by Jacob Noble | Feb 11, 2025 | Annuities
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...
by Jody Horetski | Feb 5, 2025 | Life
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...
