Seminars & Sales Training

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Seminars, C.E., and Sales Training

Insurance Brokerage Seminars and Sales TrainingLooking to get your Continuing Education credits in? Your requirements will be easy to meet with us.

We provide FREE continuing education seminars every month for both insurance agents and financial planners. 

Create your account with us and stay up-to-date with all your continuing education requirements. Also be sure to check out our schedule of upcoming seminars and while you are there, reserve your spot today.

Wholehan Seminars


Join Chris & Rick in Boca Raton for this informative seminar!!

Thursday, August 4th, 2016 11:30AM to 1:00PM at Seasons52!

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Florida- Lunch and Learn August 2016

Register Today

Upcoming Carrier Webinars 


The Blitz occurs Mondays & Tuesdays at 1pm Central unless otherwise noted. 

Call in: 888-311-2948
Participant code: 962542

Click Here To Join Voya Blitz!




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North American:


 CLICK HERE to register for any upcoming North American Web Event or to watch previously recorded sessions!



One America:

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Great American:

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Lincoln National:

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Pre & Post Retirement Risks

Life Insurance You Don’t Have to Die to Use

C.E. Seminars

Create an account to see the full list of upcoming CE and Training Seminars in the area. These sessions are always free to attend, and we welcome you and your colleagues to join us!

Training Videos and Webinars

Advances in technology give us the opportunity to reach you “through your screen,” keeping you informed anytime, anywhere! Call us today for information on various training videos and webinars that you can take part in from the comfort of your office.

On-Site Sales Assistance

Our Licensed Marketing Staff is available to assist you in the actual appointment with your client. We are always available to be conferenced in by phone; and frequently sit in on the appointment with you to answer any questions that your clients may have. We understand that each advisor needs a different level of service and support, and we are committed to meeting your needs on a case-by-case basis.

Life Insurance

Wholehan Marketing offers competitive products and more importantly, advance concepts for the various uses for life insurance in today’s marketplace. Our experienced sales staff and dedicated in-house underwriters make your life easier when it comes to insurance!

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Long Term Care

We have taken a special interest in the LTC marketplace; because we understand the importance of offering this critical coverage to your clients! Our professional staff are committed to finding the best options for your clients when it comes to addressing this growing concern!

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Wholehan Marketing is proud to offer you the most competitive fixed and fixed index annuities in the market! We consult with you on a case-by-case basis so that you are offering suitable options to each of your clients! Call us today and let us assist you on your next case!

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Wholehan Marketing understands the importance of offering disability coverage to your clients in the event that they can’t return to work due to an accident, illness, or injury. Our team can help you uncover the need, and present the most competitive options for your clients!

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