Wholehan Marketing News & Articles
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...
Business Life Insurance
A Smart Strategy for Protecting Your Company’s Future Jody Horetski Life Insurance Consultant In the world of business, ensuring the longevity and financial stability of a company is essential. Business life insurance can play a key role in safeguarding a company's...
Why You Might Want to ‘Refresh’ Your Annuity
Annuity Sales Consultant Annuities are often seen as set-it-and-forget-it investments, offering retirees a reliable income stream without the risks of more volatile investments. However, even if you're client is happy with their current annuity, it might be worth...
Too Much Cash ?
Chris Wholehan Owner/CEO Around 15 years ago I remember speaking at seminars, commenting to advisors that at that time there was over $3 Trillion dollars sitting in cash / cash equivalents (bank accounts, CD’s, etc.), which represented a huge market of opportunity to...
Don’t Forget About Insurance for Younger Clients
Cody Smith Life Insurance Consultant The widely known and accepted purpose of life insurance is to provide financial security for loved ones after an individual’s passing. The benefits received can help maintain their standard of living, pay for funeral costs and...