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 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 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...
