Wholehan Marketing News & Articles
Why Demand for Annuities Increased in 2021
Annuity Sales Consultant With all of the downsides associated with the Covid-19 pandemic over the last few years, one positive result in the insurance industry is the boosted interest in annuity products for working Americans. According to the U.S. Individual Annuity...
Multiple Coverage Options for Businesses
Jack Nachtrab Life Insurance Consultant As we approach the end of tax season, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners as they relate to Life...
What Inflation Could Mean for Annuities
Tim Beauregard Regional VP-South Inflation is a threat to retirees living on fixed incomes and workers nearing the end of their careers. Many clients are almost certainly wondering what it means to their ability to retire and what they should do...
An Often-Overlooked Tax Deduction
Chris Wholehan During tax season, clients are looking for every deduction they can take to help lower their tax bill. This this a great time to discuss the need for some type of Long-Term Care Insurance in their financial plan. Not only does a LTCI plan...
Return of Premium- Give Your Clients Options
Jack Nachtrab Life Insurance Consultant Clients want options when it comes to life insurance. They want to know that they can get their money back if they no longer need the coverage. As their advisor, selling a policy with return of premium gives the client the...
2022 – Time For a Review!
Chris Wholehan, President Wholehan Marketing For those of you who know me, you know I’m not the “biggest” fan of winter …. However, when it comes to business, this is one of the “most wonderful times of the year.” The insurance business from January through May...