Wholehan Marketing News & Articles
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...
Why Delaying Social Security and Considering Annuities Could Be Beneficial
Annuity Sales Consultant Many individuals start taking Social Security as soon as they retire. For some, that makes sense, but for others, waiting just a little longer could pay off in a big way. Filing early can shrink your monthly benefit by up to 30% and once it's...
Life Insurance Done Simply
Jack Nachtrab Life Insurance Consultant At a financial services conference last week, I had multiple conversations about life insurance with independent financial advisors around the country. The common theme of the conversations was the perception that writing life...