The Great Wealth Transfer Continues!

by | Aug 18, 2025 | Annuities, Life

Chris Wholehan, President Wholehan Marketing For the last 5 years there have been numerous articles written about the “Great Wealth Transfer” that is currently underway.  In summary, this tag line refers to the $84 Trillion dollars that will be transferring from...

Dividend vs. Index- Long Term Performance Trends

by | Jun 24, 2025 | Life

Jack Nachtrab Life Insurance Consultant In the permanent insurance world, the two main types of policies that accumulate a cash value are Whole Life and Indexed Universal Life. Both policies come with guaranteed death benefits and have similar features, riders, and...

Life Insurance Market Insights & Consumer Trends

by | Jun 10, 2025 | Life

Jody Horetski Life Insurance Consultant As we progress through 2025, it’s clear the life insurance landscape continues to shift. Staying informed about coverage gaps, consumer behavior, and growth opportunities is essential to serving today’s clients...

Life Insurance Done Simply

by | Mar 31, 2025 | Life

Jack Nachtrab Life Insurance Consultant At a financial services conference last week, I had multiple conversations about life insurance with independent financial advisors around the country. The common theme of the conversations was the perception that writing life...