Wholehan Marketing News & Articles
2023 Annuity Sales off to a Record Start!
Chris Wholehan, President Wholehan Marketing In case you haven’t heard, the Fixed and Fixed Indexed Annuity market is off to a record start for 2023. A recently published article by Wink, Inc. reported the first quarter sales of all deferred annuities were up 41.9%...
Where Do Annuities Fit?
Regional VP-South I came across an article by Roger Wohlner on Think Advisor this week that I thought was worth sharing. In his article titled, “Where Do Annuities Fit in Your Client’s Retirement Strategy?” Mr. Wohlner talks about how annuities can fit as part of a...
Record Breaking Annuity Sales in 2022
David Bollinger Annuity Sales Consultant Annuity sales hit a record last year, eclipsing sales during the 2008 financial crisis amid fear and higher rates. Boosted by massive pension risk transfer transactions and strong sales of fixed annuities, total direct annuity...
AG-49 Regulation Update Explained
Jack Nachtrab Life Insurance Consultant On May 1, 2023, there will be an expansion of AG-49 specifically regarding illustrations of IUL products. This new regulation will limit the maximum illustrated rate of some indexes used by insurance carriers. The main objective...
Coverage Options For Business Owners
Jack Nachtrab life Insurance Consultant As tax season rolls along, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners when it comes to Life, DI, and LTC...
Rethinking The 60/40 Rule
Tim Beauregard, CFP® RVP-South While bonds have traditionally provided a source of stability for portfolios, acting with little or no correlation with volatile stocks, they may be less effective going forward. Fixed-rate bond prices generally drop as rates rise, which...