Transamerica- Rhonda Whelan

06/02/2026

05/28/2026

After losing a spouse or partner, women face not only the difficulty of grief but also a range of financial decisions. What else should be on the list?

05/17/2026

Remember while caring for others, to take care of YOU too! Let me help you plan for your future! Give me a call to schedule a session.

Having your own caregiving plans in place before you need them can help provide peace of mind for you and your loved ones. Download our flyer to get started. https://bit.ly/4bjSR8t

05/07/2026

Do you know who you have listed as the beneficiary on YOUR policies? I can’t tell you how often I will call a client to do a yearly check up on their policies and hear, “I don’t need to do that, I am all good,” so I will ask, “Really quickly then, is this your address, and is so and so who you want to be your beneficiary?” MANY times they say, “Oh no! That is my ex!” Or “I haven’t lived there in 10 years,etc.”. No one is trying to sell you something when we attempt to do a review, we WANT your account to be up to date. If you haven’t had a review in years, call your agency and ask for someone to review your account with you. It is SO IMPORTANT.

04/30/2026

While the financial impact of gray divorce can be extensive, understanding and helping to address the significant emotional impact is critical, too. With proper guidance, a financial professional can help plan and take some of the fear out of this process.

04/22/2026

Roughly one in three Americans could use more support in reaching their financial goals — a powerful reminder of the impact financial professionals can make. This insight underscores the importance of meeting clients where they are, giving them the clarity and confidence they need to move forward.

We're committed to helping you guide the individuals and families of Main Street America and beyond toward decisions that empower them to live their best lives.

04/22/2026

Do not wait until your diagnoses and age prevent you from affording or qualifying for protection.

April is Financial Literacy Month. Insurance agents do much more than just sell life insurance. What does your agent help you with that isn’t listed here?

04/09/2026

I’d love to be there cheering him on in person!

03/27/2026

Let me help you plan more confidently for your future and retirement for free! Call to book a planning session! It is all about educating yourself!

According to research from our nonprofit Transamerica Institute, fewer than one in five women (18%) feel very confident they’ll be able to retire with a comfortable lifestyle. This Women’s History Month, let’s shine a light on these gaps and champion more opportunities for long‑term financial security. It's how we help women live their best lives.