by Jack Nachtrab | Jan 19, 2026 | Life, Tax
Jack NachtrabLife Insurance Consultant It’s tax season once again- meaning it’s time for the annual discussion about RMDs. RMDs are a necessary part of retirement planning, but many clients don’t need the income or want the distribution, although they’re forced to...
by Jody Horetski | Jan 8, 2026 | Life
Jody HoretskiLife Insurance Consultant For families with young children, life insurance is a cornerstone of financial planning. Insurance agents play a critical role in helping parents protect income, preserve household stability, and ensure their children’s financial...
by Chris Wholehan | Dec 22, 2025 | Announcements, Annuities, DI, Life, Long Term Care
Chris Wholehan, PresidentWholehan Marketing As we begin the new year, Wholehan Marketing renews our commitment to help you stay informed and up-to-date on all of the changes in and around our industry. Interest rates continue to fluctuate, which affect the rates...
by Jack Nachtrab | Oct 27, 2025 | Life
Jack Nachtrab Life Insurance Consultant As we approach the end of 2025, recent studies highlight that Americans are living longer than ever. Average US life expectancy now sits at a projected 79.4 years. Although retirees need to plan to live longer, many remain...
by Chris Wholehan | Sep 29, 2025 | Life
President, Wholehan Marketing I recently came across the article in the link below and thought how appropriate for Life Insurance Awareness Month. My father was recruited into the insurance industry in 1975 by insurance icons John F. Savage and his partner at the...
