Wholehan Marketing News & Articles
The Importance of Proper Retirement Planning
Annuity Sales Consultant Retirement isn’t a one-time event; it’s an evolving journey that requires a clear vision and a flexible strategy. During a recent NAFA webinar, Tamiko Toland, founder of IncomePath, emphasized that the foundation of successful retirement...
Dividend vs. Index- Long Term Performance Trends
Jack Nachtrab Life Insurance Consultant In the permanent insurance world, the two main types of policies that accumulate a cash value are Whole Life and Indexed Universal Life. Both policies come with guaranteed death benefits and have similar features, riders, and...
June is Annuity Awareness Month
Tim Beauregard VP-South Every June, financial professionals, insurance companies, and advocacy groups across the United States observe Annuity Awareness Month. The initiative was established to educate consumers about annuities and their role in retirement planning....
Life Insurance Market Insights & Consumer Trends
Jody Horetski Life Insurance Consultant As we progress through 2025, it's clear the life insurance landscape continues to shift. Staying informed about coverage gaps, consumer behavior, and growth opportunities is essential to serving today’s clients effectively....
Innovation in Fixed Indexed Annuity Indices Amid a Changing Interest Rate Environment
David Bollinger Annuity Sales Consultant As interest rates shift and markets remain volatile, the Fixed Indexed Annuity (FIA) landscape is evolving quickly. Insurance carriers are introducing innovative crediting strategies and index designs to help clients capture...
How Market Volatility Affects FIA Participation Rates
Annuity Sales Consultant In today’s unpredictable economic environment, the word “volatility” continues to dominate conversations. It’s not just influencing the stock market; it’s also playing a major role in how fixed indexed annuities (FIAs) are priced and...