Seminars, C.E., and Sales Training
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.
Join Us For/During Lunch
Tuesday, September 12
12:00 – 1:30 EST
Whether The Pending D.O.L. Fiduciary Rule Is Implemented As-Is, Amended, Or Thrown-Out, The Way We Conduct Business In the Annuity Market Will Change Going Forward. Join Us For Lunch Or WebEx / Listen In Live For An Update On The Pending D.O.L. Rule, And Learn How Wholehan Marketing Will Help Keep Your Annuity Sales D.O.L.-Compliant In The Post-D.O.L. World
Lunch Provided For In-Person Attendees
Sponsored By: Great American Life & Annuity Co.
Lunch Meeting in our Conference Area:
2720 Centennial Rd., Toledo, OH 43617
Also Available via WebEx!
RSVP to Jayne@Wholehan.com or 800-535-6080Register Today
Upcoming Carrier Webinars
The Blitz occurs Mondays & Tuesdays at 1pm Central unless otherwise noted.
Call in: 888-311-2948
Participant code: 962542
Please register for AUC’s next Webinar: Yours, Mine, and Ours, Choosing Bonus, Split-Dollar, or Deferred Compensation. The full webinar information and registration can be found below.
Please register for Yours, Mine, and Ours Choosing Bonus, Spilt-Dollar, or Deferred Compensation on Sep 6, 2017 11:00 AM CDT at:
After registering, you will receive a confirmation email containing information about joining the webinar.
This is an ongoing, 10-minute, sales idea call. Join me every Friday for a quick and practical thought for growing Asset Based LTC in your practice.
Contact Jason Jones for your personal link to join the webinar series: firstname.lastname@example.org
This webinar meets 13 times.
Fri, Aug 18, 2017 10:00 AM – 10:15 AM EDT
Fri, Aug 25, 2017 10:00 AM – 10:15 AM EDT
Fri, Sep 8, 2017 10:00 AM – 10:15 AM EDT
Fri, Sep 15, 2017 10:00 AM – 10:15 AM EDT
Fri, Sep 22, 2017 10:00 AM – 10:15 AM EDT
Fri, Sep 29, 2017 10:00 AM – 10:15 AM EDT
Fri, Oct 6, 2017 10:00 AM – 10:15 AM EDT
Fri, Oct 13, 2017 10:00 AM – 10:15 AM EDT
Fri, Oct 20, 2017 10:00 AM – 10:15 AM EDT
Fri, Oct 27, 2017 10:00 AM – 10:15 AM EDT
Fri, Nov 3, 2017 10:00 AM – 10:15 AM EDT
Fri, Nov 10, 2017 10:00 AM – 10:15 AM EST
Fri, Nov 17, 2017 10:00 AM – 10:15 AM EST
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.
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!
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!
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!
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!