Wholehan Marketing News & Articles
Innovation in Fixed Indexed Annuity Indices Amid a Changing Interest Rate Environment
David Bollinger Annuity Sales Consultant As interest rates shift and markets remain volatile, the Fixed Indexed Annuity (FIA) landscape is evolving quickly. Insurance carriers are introducing innovative crediting strategies and index designs to help clients capture...
How Market Volatility Affects FIA Participation Rates
Annuity Sales Consultant In today’s unpredictable economic environment, the word “volatility” continues to dominate conversations. It’s not just influencing the stock market; it’s also playing a major role in how fixed indexed annuities (FIAs) are priced and...
Annuity Sales Dip Slightly, But Economic Concerns Could Revive Growth
Tim BeauregardRegional VP-South Annuity sales in the U.S. reached $105.4 billion in Q1 2025, down 1% from the record set a year ago, according to LIMRA. Despite the dip, this marks the sixth consecutive quarter where total sales exceeded $100 billion. LIMRA’s Bryan...
Baby Boomers and the Growing Demand for Long-Term-Care
Jody Horetski Life Insurance Consultant As Baby Boomers face the dual challenge of planning for longevity and the high cost of long-term care (LTC), hybrid life insurance policies with built in LTC benefits have emerged as a compelling option. These hybrid...
Navigating Market Volatility with Confidence: The Role of FIAs
David Bollinger Annuity Sales Consultant For clients seeking stability, annuities continue to gain attention—and sales reflect that interest. In 2024, annuity sales hit $434.1 billion, up 13% year-over-year, according to LIMRA. Among the various options, fixed indexed...
Is Tax Season Ever Really Over?
Chris Wholehan, President Wholehan Marketing As I write this article we are nearing the end of the typical “Tax Season” for 2025, where most filers will need to have their taxes completed by April 15. As many advisors discussions with their clients may have been...