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...
by Chris Wholehan | 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...
by Chris Wholehan | Jul 8, 2025 | DI
Chris Wholehan CEO/Owner As we go through the planning process with clients, the focus on their investment planning tends to take center stage. Once we get their portfolios positioned properly and aligned with their goals and timeframes, we often use life insurance...
by Chris Wholehan | Apr 14, 2025 | Tax
Chris Wholehan, President Wholehan Marketing As I write this article we are nearing the end of the typical “Tax Season” for 2025, where most filers will need to have their taxes completed by April 15. As many advisors discussions with their clients may have been...
by Chris Wholehan | Mar 4, 2025 | Annuities, Life, Long Term Care
Chris Wholehan Owner/CEO Around 15 years ago I remember speaking at seminars, commenting to advisors that at that time there was over $3 Trillion dollars sitting in cash / cash equivalents (bank accounts, CD’s, etc.), which represented a huge market of opportunity to...
