Wholehan Marketing News & Articles
A Smart Move for IRA’s
Chris WholehanPresident As we come to the end of Life Insurance Awareness Month, and at the same time look ahead toward the upcoming Tax Season, advisors can use the fourth quarter of the year to help their clients position assets to have a meaning impact on their...
Myths of Retiring
Chris RussenAnnuity Consultant 2020 has been a challenging year and some of your clients may be thinking that this may be a good time to retire. Let’s take a look at some myths of retirement planning: Retirement means that my clients can stop investing. Many clients...
Return of Premium- Give your clients options
Jack NachtrabLife Insurance Consultant Clients want options when it comes to life insurance. The want to know that they can get their money back if they no longer need the coverage and have the choice of whether to cash out or keep their policy in force. The policies...
What is the Fixed Income Dilemma?
Tim BeauregardAnnuity Sales Manager For the last 40 years bonds seemed to have had it all: Higher levels of income, a relative level of safety from market volatility, and capital appreciation as yields steadily fell… but that is no longer the case. Today’s...
A Variety of Options for Protecting the Financial Plan
Chris WholehanPresident As financial advisors, we provide a lot of advice to help our clients feel safe and secure in their financial/retirement planning. We cover many topics, directing them on their investment options, insurances, health care, taxes, gifting, and...
Finishing Strong in 2020
Chris RussenAnnuity Consultant I would first like to thank all of the advisors that have worked with us throughout this unprecedented year; we truly appreciate being a resource for you and your business. The title of this article may sound premature, however,...