by David Bollinger | Jan 31, 2025 | 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...
by Cody Smith | Jan 13, 2025 | Long Term Care
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...
by Jack Nachtrab | Jan 8, 2025 | Life, Tax
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...
by Jack Nachtrab | Nov 25, 2024 | Long Term Care
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...
by Jody Horetski | Nov 12, 2024 | Life
Jody Horetski Life Insurance Consultant Strengthening the Closing Game: A strong close includes establishing a trusting relationship with your clients through the entire sales process. It’s very important to remind yourself to resist the urge to just jump right into a...
by David Bollinger | Nov 4, 2024 | Annuities
Annuity Sales Consultant An annuity is a financial contract between a client and an insurance company in which the client hands over a lump sum or a series of payments in exchange for a steady stream of income in retirement. Some annuity features, such as a death...
by Chris Wholehan | Oct 31, 2024 | Annuities, DI, Life, Long Term Care
President, Wholehan Marketing Occasionally I find myself in a conversation that reminds me not to assume or take for granted the benefits that we, an Insurance FMO (Field Marketing Organization), bring to the marketplace. Sometimes a rep. that I’m engaging will...
by Jessica Hernandez | Oct 21, 2024 | Life
Cody Smith Life Insurance Consultant When it comes to life insurance, some might already know that term life and permanent life are the two most common types of policies. Term offers protection for a specified number of years while permanent offers...
by Jody Horetski | Sep 30, 2024 | Life
Jody Horetski Life Insurance Consultant ~A Financial Head Start for Added Peace of Mind~ When clients think about purchasing life insurance, its usually for themselves and often tend to overlook the idea of purchasing life insurance for their children. Children...
by Chris Wholehan | Sep 12, 2024 | Tax
Chris Wholehan, President Wholehan Marketing I’ve said it before, and every year at this time I like to send out the reminder that the Fourth Quarter of the year should be looked at as Tax Season. Most of us generally think of tax season as the first quarter of the...
