Wholehan Marketing News & Articles
Potential Tax Code Changes Favor Annuities
Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed. These changes could affect the planning you are doing with your clients and their overall financial plan. The American...
A Smarter Way to Invest
Jack Nachtrab Life Insurance Consultant There are many changes to the tax landscape of the US on the horizon during the next few years of the current administration. One of the largest potential changes will be a 5% increase on the marginal capital gains tax rate for...
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...