Wholehan Marketing News & Articles
Will Your Clients’ Retirement Income Take a “HIT”? The Need for Increasing Income
Regional VP-South Do you have clients concerned about rising costs in retirement? According to a recent study 86% of respondents said they are interested in a financial product that not only provided guaranteed income in retirement but also the opportunity for income...
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...
The Fixed Indexed Annuity
A New Core for Retirement Savings? David Bollinger Annuity Sales Consultant For decades, a traditional 60/40 stock/bond portfolio strategy delivered strong results and helped retirement savers achieve their wealth-building and retirement-spending goals. In...
Access to Cash in Retirement
Jack Nachtrab According to a recent survey, 36% of retirees say they’re unable to spend as freely as expected, and 60% say they travel less than they want to. Retirement is something everyone looks forward to, but not something everyone plans for. An important part of...
How FIAs are Equipped to Face a Bear Market
Annuity Sales Consultant A bull market is a market that is on the rise and where the economy is growing; while a bear market exists in an economy that is receding, where most stocks are declining in value. A bear market can be more dangerous to invest in, as...
Alternative Coverage for LTC
Jack Nachtrab Life Insurance Consultant For clients nearing retirement, long term care insurance is a very important piece of the financial plan. However, many clients shy away from LTCI as there is no guarantee they’ll use it and they don’t want to pay premiums they...