Wholehan Marketing News & Articles
RIAs Growing Interests in Annuities
Annuity Sales Consultant In today’s environment, many fiduciary advisors are turning to protection products such as fixed indexed annuities and fixed annuities to offset client portfolio risk. That was one of the findings from Security Benefit’s Registered Investment...
An Update on State LTC Mandates
Jack Nachtrab Life Insurance Consultant Last summer, we saw a number of states start the process to implement state mandated LTC similar to what Washington did. As we sit in July 2024, here are some updates on a few states and the possible implications of new bills...
Record Annuity Sales Signal a Milestone Year for Financial Security
David BollingerAnnuity Sales Consultant In 2023, the financial landscape witnessed a notable shift towards securing stable, long-term income streams, as evidenced by record annuity sales with a 22% increase compared to the previous year. Reaching a total of $355.4...
Tax Season Ideas for This Year
Chris Wholehan, President Wholehan Marketing As I stated in my article back in October, most of us generally think of tax season as the first quarter of the year as we all prepare to file our taxes by April 15. However, filing our taxes in the first quarter of the...
Planning Considerations During Tax Season
Jack Nachtrab Life Insurance Consultant As tax season picks up many clients will be reviewing their finances, which brings opportunities to advisors for new planning and adjustments to existing plans. Here are some things to discuss and ask your clients during tax...
A Renewed Interest in LTCI
Chris Wholehan, President Wholehan Marketing Over the last 6 months or so I have had many discussions with agents/reps. around the country asking them what is important to them and their clients lately. One answer continues to resurface time and time again:...