Wholehan Marketing News & Articles
Fall Selling Season with Plenty of Opportunity
Regional VP-South Kids are back in school, vacations are over, and September through November is back to business after what would normally have been a summer slowdown. However, this year has been the opposite. Market volatility in 2022 has reminded clients of market...
Plenty of Options Available to Plan for Long-Term Care
In the wake of the consolidation of products and carriers left in the traditional Long-Term Care Insurance space, it can be easy to overlook this necessary part of retirement planning. The good news is the life insurance and annuity industries have stepped up to...
Climbing Interest Rates Mean Good News for Annuity Buyers & Sellers
Regional VP-South Annuity rates are increasing with each fed rate increase after having bottomed out since 2009. The Federal Reserve slashed interest rates to rock-bottom levels early in the pandemic to prop up the U.S. economy. But high inflation has led the...
Climbing Interest Rates Mean Good News for Annuity Buyers
Annuity rates are steadily increasing after bottoming out during the Covid-19 pandemic which means buyers will begin to find returns and payouts much higher than just a couple of months ago. According to annuity experts, the trend seems to likely continue if the...
The Easiest Way to Conduct Business This Summer
Jack Nachtrab Life Insurance Consultant With summer starting and kids being out of school, people will be traveling and on the go. Luckily, Wholehan Marketing has options to help you complete applications electronically no matter where you or your clients are. Our...
How Will Interest Rate Hikes Affect Annuities?
David Bollinger Annuity Sales Consultant Over the First Quarter, according to the preliminary results from the Secure Retirement Institute U.S. Individual Annuity Sales Survey, total U.S. annuity sales increased 4% to $63.6 billion, with fixed products benefiting from...