by Tim Beauregard | Jan 12, 2026 | Annuities, Fund Management
Tim BeauregardRVP-South In the shifting landscape of retirement planning, new data suggests a widening gap between what retirees want and what financial advisors are prioritizing-especially when it comes to guaranteed income in retirement. According to Global Atlantic...
by Chris Wholehan | Dec 22, 2025 | Announcements, Annuities, DI, Life, Long Term Care
Chris Wholehan, PresidentWholehan Marketing As we begin the new year, Wholehan Marketing renews our commitment to help you stay informed and up-to-date on all of the changes in and around our industry. Interest rates continue to fluctuate, which affect the rates...
by Jacob Noble | Dec 15, 2025 | Annuities
Jacob Noble – Annuity Sales Consultant As 2026 approaches, both the life insurance and annuity markets are being shaped by a growing desire for stability. After years of market swings, political tension, shifting interest rate expectations, and ongoing economic...
by Jacob Noble | Nov 3, 2025 | Annuities
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...
by Jessica Hernandez | Oct 16, 2025 | Announcements, Annuities, DI, Fund Management, Life, Long Term Care, Tax
“Built for Advisors, Not Investors.” Jessica Hernandez EVP-Wholehan Marketing In an era where large, private-equity-backed FMOs dominate the headlines, it’s easy to think scale equals strength. But ask most advisors, and you’ll hear a different story: independence is...
by David Bollinger | Oct 6, 2025 | Annuities
David Bollinger Annuity Sales Consultant As financial advisors, our goal is to help clients transition from wealth accumulation to income generation with confidence and clarity. One option that can support this goal is rolling over part or all of a 401(k) into a fixed...
