Wholehan Marketing News & Articles
Year-End RACK-ing and Planning
Chris Wholehan, President - Wholehan Marketing As you may have seen from our social media posts, the Wholehan Marketing team is counting down the days of this holiday season by performing Random Acts of Compassion and Kindness (RACK’s) each day. These RACK’s are...
Covid 19 and Retirement
Chris RussenAnnuity Consultant It goes without saying that COVID-19 has changed many facets of our world. We have all had to adjust and evolve the way we conduct our lives. One specific area that has seen perhaps the most volatility is in the financial sector....
A Solution for Low Caps or Renewals on Fixed Index Annuities
Tim BeauregardVP Annuity Sales We offer fixed index annuities to protect client assets from loss and for the potential for index-based earnings above what can be found in other safe money places. Over the years fixed index annuities have proven this value proposition...
One and Done
Chris RussenAnnuity Consultant Having a conversation about a care plan with your clients is an important part of planning for their retirement. It is also an important part of protecting their assets for their intended use. Here are some things you need to talk about...
Using Cash to Help with Taxes In Retirement
Life Insurance Consultant Taxes are often an over-looked aspect of retirement planning for clients. Many people see their 401k or IRA balance and forget to account for taxes and RMDs. There are many ways to help lessen a tax burden in retirement and turn life...
A Strategy to Overcome Today’s Low Rates
Tim Beauregard Annuity Sales Manager Give your clients more than a guarantee with Athene’s Protector 5 fixed index annuity. This popular fixed indexed annuity can go head to head with most traditional fixed rates products by offering the guarantees your clients are...