Wholehan Marketing News & Articles
Universal Life- not all policies are the same
Jack NachtrabLife Insurance Consultant A common form of permanent life insurance is a Universal Life policy. These policies have great flexibility in both the length of time the premiums can be paid and the number of years the coverage is guaranteed. But not all...
Department of Labor Proposes A New Rule Package – What You Need to Know
Tim Beauregard Annuity Sales Manager The U.S. Department of Labor (the DOL) announced a new three-part fiduciary rule package on June 29,2020 governing investment advice replacing the 2016 Obama administration rule vacated in 2018. Under the new package the DOL...
Is It Time to Shore-up?
Chris RussenAnnuity Consultant Is it time to reassess your client’s position in the market? The COVID-19 outbreak is still going on, and we all have had to change the way we do business. Fewer face to face meetings in favor of phone calls and virtual meetings have...
Term Conversions – A Great Option in Life Insurance
Jack NachtrabLife Insurance Consultant When it comes to life insurance, many clients today are looking for guarantees - guaranteed death benefit, guaranteed premium, even guaranteed underwriting results. If your clients’ current term insurance policy has conversion...
What Clients Need to Know About Annuities
Tim BeauregardAnnuity Sales Manager Many people do not know what annuities are. Many who may think they know what annuities are have knowledge based upon something they heard sometime ago from a friend, or from an article they read, or from something they saw on TV....
Silver Linings
Chris RussenAnnuity ConsultantWholehan Marketing COVID-19 has changed life as we know it, including the way we conduct insurance business. In response to the economic environment, many carriers have lowered payout riders and premium bonuses, and some have lowered...