The Easiest Way to Conduct Business This Summer

Jack Nachtrab Life Insurance Consultant

With summer starting and kids being out of school, people will be traveling and on the go. Luckily, Wholehan Marketing has options to help you complete applications electronically no matter where you or your clients are. Our website offers tools to run your own term quotes fully electronically and send directly to your clients. Our mobile app for your cell phone also offers the same tools, allowing you to run quotes on your phone or mobile device. Our website and mobile app also allow you to complete an express application with only basic client information without needing client signatures.

We also have many carriers that can issue a policy for healthy clients within a week and without an exam being needed, which is great for flexibility in a busy time of year like the summer.

As summer picks up and schedules get busier, use our tools to connect with your clients and complete applications quickly and easily on the go!

Recent Posts

June is Annuity Awareness Month

Tim Beauregard VP-South Every June, financial professionals, insurance companies, and advocacy groups across the United States observe Annuity Awareness Month. The initiative was established to educate consumers about annuities and their role in retirement planning....

Life Insurance Market Insights & Consumer Trends

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 effectively....

How Market Volatility Affects FIA Participation Rates

Annuity Sales Consultant In today’s unpredictable economic environment, the word “volatility” continues to dominate conversations. It’s not just influencing the stock market; it’s also playing a major role in how fixed indexed annuities (FIAs) are priced and...

Annuity Sales Dip Slightly, But Economic Concerns Could Revive Growth

Tim BeauregardRegional VP-South Annuity sales in the U.S. reached $105.4 billion in Q1 2025, down 1% from the record set a year ago, according to LIMRA. Despite the dip, this marks the sixth consecutive quarter where total sales exceeded $100 billion. LIMRA’s Bryan...