Professional Insurance Brokerage Agency
Case design, product solutions, underwriting and suitability guidance for advisor clients nationwide.
Support For Insurance Brokers & Agencies
Wholehan Marketing is a family-owned insurance field marketing organization that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide. Since 1987, Wholehan Marketing has grown into one of the most well respected independently-owned brokerage agencies– serving insurance agents, financial advisors, and registered representatives all in an effort to help grow their business. With our knowledge, attention to detail, and our relationships with more than 80 insurance carriers, Wholehan Marketing provides support to take your business to the next level!
A New LTC Provision – Coming 2026
Jack NachtrabLife Insurance Consultant Effective January 1, 2026, clients will be able to take money out of qualified retirement plans prior to age 59 ½ and use that distribution to pay for LTC premiums – without incurring a 10% penalty. A few notes: Withdrawals are...
LTC Awareness Month: Empowering Agents to Lead the Conversation
Jody Horetski Life Insurance Consultant Long-Term Care (LTC) Awareness Month, observed every November, provides FMOs and life insurance agents with a unique opportunity to engage clients in meaningful planning conversations. As long-term care needs continue to grow...
A shift from VA to FIA
Jacob Noble - Annuity Sales Consultant Milliman Study: Rising VA Surrenders Reflect Market Shifts New research from global consulting firm Milliman shows a sharp change in variable annuity policyholder behavior, particularly among contracts with guaranteed living...
Take your business to the next level!
Wholehan Marketing is a family-owned insurance field marketing organization that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide.
Life Insurance Brokerage Services
We believe that Life Insurance is the foundation of your clients’ financial security, and should be an integral part of the solutions you are offering in your practice.
Long-Term Care Brokerage Services
Twenty seven million Americans are expected to need some form of long term care over the next 30 years. Long Term Care Insurance is the critical protection that you can provide.
Annuity Brokerage Services
Wholehan Marketing represents the largest annuity carriers in the industry providing you with the best fixed, and fixed index annuities in the industry.
Disability Brokerage Services
Most of your clients don’t realize how important disability coverage is until after they are too sick or injured to return to work.
Advanced Markets Brokerage Services
Sometimes certain clients need more creative solutions. Our Advanced Market team has years of expertise working with these types of cases and offer the best solutions to maintain an impressive portfolio.
Agent Tools »
Access rate charts, calculators, quote forms, training materials and more.
Licensing & Required Training »
Stay current on NAIC and Carrier Training Guidelines.
Marketing & Sales Support »
Access our marketing options, knowledge, tools and strategies.
New Business Support »
Our staff helps ensure your business is processed and paid fast.
Lunch & Learn
Future Lunch and Learn opportunities will be available in the near future. Please check back soon!
Webinars
Future Webinars opportunities will be available in the near future. Please check back soon!
Client Appreciation Sponsors
Praise From Our Partnering Agents
Trent, Florida
"I am blown away by your talented staff...you go above and beyond our expectations to find solutions that matter."
Lisa Block
Everhart Advisors
"The Wholehan team does such a great job. I could not ask for better. Thanks for a great partnership!"
Jean Garner, Texas
"I am confident that if there is ever an issue, your office will do everything in your power to get my cases issued."
Ann Newman
Generations Insurance Group
"I can honestly say, in doing this for 10 years I have never received service like Wholehan provides, ever!"