Wholehan Marketing News & Articles
Time to Safely Buy-In
Life Insurance Sales Consultant As the roller coaster of market uncertainty continues, many clients are unsure of what to do. One area that seems to be increasingly inviting is the area of indexes - especially those within a life insurance policy. The client has the...
Regulation Best Interest & Your Fixed Annuity Sales
Tim BeauregardAnnuity Sales Manager The June 30th, 2020 implementation date for the SEC’s Regulation Best Interest (Reg BI) is right around the corner. The National Association of Insurance Commissioners (NAIC) has finalized a similar “Best Interest” annuity sales...
Roth Conversion
Chris RussenAnnuity Sales Consultant Partial Roth conversions can be a tool to create tax diversification in your client’s retirement income or legacy planning. By setting up a plan with pre-tax funds in the right tax environment, this can allow your clients to pay...
A Different Way of Doing Business
by Jack Nachtrab As we all do our part to use social distancing and limit interpersonal contact, are you worried that some aspects of your insurance business could pay the price? Luckily, there’s technology in place to make sure that doesn’t happen! From the comfort...
Tax Savings During Tax Season
As we all gear up for another tax season, help your clients take advantage of some current-day tax codes to help in their Long-Term retirement planning. Over the last two decades multiple new tax codes have provided tax incentives for those looking to protect the...