Wholehan Marketing News & Articles
Why Wholehan Marketing in 2022?
David Bollinger Annuity Sales Consultant Wholehan Marketing is a 35-year-old Independently-owned insurance FMO that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide. With...
A Smart Option for RMD’s
Jack Nachtrab Life Insurance Consultant After a 2-year hiatus, RMD’s (Required Minimum Distributions) are back for the 2021 tax year; those who turned age 72 by 7/1/2021 will need to take their RMD by 4/1/2022. Many of these clients do not need or want the...
Owning An Annuity Could Increase Retirement Confidence
Regional VP-South Secure Retirement Institute research shows that pre-retirees’ and retirees’ top concern is running out of money in retirement. The latest data suggests that retirees who own an annuity are more confident than non-owners that their savings and...
Life Insurance for College Tuition
Jack Nachtrab Life Insurance Consultant For the current 2021-2022 school year, the average tuition, room & board, and additional fees at a public university is $22,690 per year. In the 2000-2001 school year, that was the average cost of a private university. ...
New American Equity Fixed Index Annuity Offers a Next Generation Crediting Strategy to Drive Growth Opportunities
FlexShield 10 single premium fixed index annuity provides opportunities for aggressive accumulation Regional VP-South Every retirement is different, with different financial goals and needs. Still, many of today’s retirees’ objectives are the same, asset...
Remember to Protect the Plan
President, Wholehan Marketing November is Long-Term Care Awareness Month, and as such we are reminding advisors that as much hard work as you put into creating a solid financial / retirement plan for your clients, that you also need to remember to protect that plan by...