Wholehan Marketing News & Articles
LTC Awareness Month
Jack Nachtrab Life Insurance Consultant November is LTC awareness month, which is a great time to start or continue LTC conversations with your clients. LTC insurance has never been more in demand than it is right now. The last of the Baby Boomers will turn 60 this...
Life Insurance in 2025
Jody Horetski Life Insurance Consultant Strengthening the Closing Game: A strong close includes establishing a trusting relationship with your clients through the entire sales process. It’s very important to remind yourself to resist the urge to just jump right into a...
Popular Annuity Riders & How They Work
Annuity Sales Consultant An annuity is a financial contract between a client and an insurance company in which the client hands over a lump sum or a series of payments in exchange for a steady stream of income in retirement. Some annuity features, such as a death...
Why Work With an Insurance FMO ?
President, Wholehan Marketing Occasionally I find myself in a conversation that reminds me not to assume or take for granted the benefits that we, an Insurance FMO (Field Marketing Organization), bring to the marketplace. Sometimes a rep. that I’m engaging will...
Getting Familiar With Life Insurance Riders
Cody Smith Life Insurance Consultant When it comes to life insurance, some might already know that term life and permanent life are the two most common types of policies. Term offers protection for a specified number of years while permanent offers...
Wholehan Website Updates
Jack Nachtrab Life Insurance Consultant In case you haven’t visited Wholehan’s website- www.wholehan.com -in the past few months, we’ve updated a lot of systems on there including our term quoter, e-applications, pre-screen questionnaires, carrier reference areas, and...