A Time To Review

Chris Wholehan

As we take a moment this month to reflect on the events that have unfolded over the last 18 months, we should also take note that September is also Life Insurance Awareness month.  As we honor those who are no longer with us, we should honor our surviving loved ones by making sure our own financial house is in order.  Reviewing our life insurance coverage is an important part of our financial plan.

  • Do I have enough coverage to ensure there’s enough income for my loved ones?
  • Will all of my bills/debts be paid off?
  • Is there enough coverage to send the kids to college?
  • Have I ensured the legacy I want to leave will be funded properly?
  • Will my assets transfer in the manner in which I intend?
  • Will my business continue forward?
  • How much is enough?

There are so many reasons to make sure that our clients’ financial plans are protected with the right amount of life insurance.  Contact the experts at Wholehan Marketing and let us help you ensure that your clients plans are protected properly.

Recent Posts

An LTC/Annuity Hybrid Worth Discussing

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...

Challenges and Opportunities for Securing Life Insurance in 2025

The life insurance industry continues to adjust to the challenges of life insurance in 2025; such as advanced technology, faster underwriting and policy issuance, greater customer expectations, and attracting the upcoming generation. Millennials and Gen Z are becoming...

Securing Your Retirement with 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...

Quick Tip for Addressing Long-Term Care with Clients

Cody Smith Life Insurance Consultant As a financial professional, it is very important to take a realistic approach when having a conversation with your clients about long-term care insurance. Most people know they need to talk about it, but the general lack of...