Wholehan Marketing News & Articles
Fed Rate Cut Signals Turning Point for Annuity Rates
Jacob Noble - Annuity Sales Consultant On September 17th, 2025, the Federal Reserve voted to lower the federal funds rate by 25 basis points, bringing the target range down to 4.00%-4.25%. This marked the Fed’s first rate cut of the year, citing a cooling labor...
Surprising Statistics during Life Insurance Awareness Month!
Jack Nachtrab Life Insurance Consultant September is Life Insurance Awareness Month, which is a great opportunity to discuss life insurance with your clients; whether that means implementing life insurance into their financial plan, updating their current coverage, or...
Annuitization vs. Income Riders: Helping Clients Make the Right Retirement Income Decision
David Bollinger Annuity Sales Consultant For many retirees, the need for steady, predictable income drives most financial decisions. But not all clients are the same. Some prioritize flexibility, access to funds, and the ability to adapt as life unfolds. That’s...
The Great Wealth Transfer Continues!
Chris Wholehan, President Wholehan Marketing For the last 5 years there have been numerous articles written about the “Great Wealth Transfer” that is currently underway. In summary, this tag line refers to the $84 Trillion dollars that will be transferring from...
Understanding RILAs and Their Competition
Annuity Sales Consultant Registered index-linked annuities (RILAs) are a newer type of retirement product that blends features of both fixed index annuities and variable annuities, offering a middle ground between safety and growth potential. Like variable annuities,...
How Volatility Control Indices Work in Fixed Indexed Annuities
David Bollinger Annuity Sales Consultant Volatility control indices (VCIs) have become a core component of many modern fixed indexed annuities (FIAs). Designed to manage market risk and optimize crediting potential, these custom-built indices offer more stable,...