New Business Support

Wholehan’s New Business team plays a critical role, as they will assist you with the application process to ensure that your business gets through all underwriting and suitability requirements from the carriers we represent.

Our team of professionals includes underwriting specialists, certified financial planners, licensed agents, and marketing specialists to deliver the best services to our partners. This allows us to take proactive measures to eliminate any potential problems, develop an easier process, and provide a faster issuing for cases.

The Wholehan team is committed to scrubbing your applications, updating you weekly on your pending business, and strives to get cases issued and paid in a timely manner!

Administrative & Technical Support

Our processors are reading the fine print…even if you are not! They are looking for the errors and mistakes that are commonly made on applications so that they can be corrected before the business reaches the carrier.

Suitability & Underwriting Specialists

Our experienced team has many years’ experience dealing with the unique requirements for each of the carriers we represent. They can assist in getting your cases through the underwriting process, and if there is an issue, they are proactive in their efforts to find another solution for you and your clients.

Weekly Status Updates

Your business is as important to us as it is to you! Our team is committed to the highest level of service, and provides consistent communication with you through the entire process until your cases are issued and paid!

Gain Access To Our Online Tools

When you signup for our online tools, you will have 24 hour access to a wealth of tools to simplify your business. You will have access to tools such as:

  • Annuity Rates
  • Life Quotes
  • Underwriting & Prescreening Tools
  • Product Training Links & Licensing Info
  • Up-to-date Forms & Application