Wholehan Marketing

06/04/2026

Health Risk Is Different and More Disruptive

Unlike market risks, health-related risks are rarely temporary, often creating sustained financial pressure when individuals have limited ability to adjust income or spending.

https://www.limra.com/en/newsroom/industry-trends/2026/health-risk-is-different-and-more-disruptive/

06/03/2026

The new annuity conversation: Meeting rising client demand with better guidance
Annuity interest is rising as clients seek guaranteed lifetime income, giving financial professionals a reason to revisit retirement planning conversations.

https://www.nationwide.com/financial-professionals/blog/planning-guidance/articles/new-annuity-conversation-rising-client-demand-better-guidance

06/02/2026

Options for insurance in later years

Certain kinds of coverage can help those with medical issues cover final expenses.

https://blog.massmutual.com/insurance/guaranteed-acceptance-life-insurance

Certain types of life insurance can help even those with medical issues get the coverage they need to help loved ones cover their final expenses.

06/01/2026

Who Can Be A Life Insurance Beneficiary?

Your clients have decided to purchase a life insurance policy, but don’t know how to choose a beneficiary. Here are tips to help them get started.

https://www.mutualofomaha.com/advice/life-insurance/understanding-life-insurance/who-can-be-your-life-insurance-beneficiary

You’ve decided to purchase a life insurance policy, but don’t know how to choose a beneficiary. Here are tips to help you get started.

05/29/2026

Understanding the Elusive Life Insurance Consumer

The Insurance Barometer Study, conducted annually by LIMRA and Life Happens, showed Americans’ increased awareness of their need for life insurance. Over the past two years, the coverage need gap has decreased.

https://www.limra.com/en/newsroom/industry-trends/2026/limra-understanding-the-elusive-life-insurance-consumer/

05/29/2026

Supporting clients beyond their portfolio

Practical ways financial professionals can reduce stress in uncertain times

https://www.lincolnfinancial.com/public/professionals/productsandinsights/blogs/beyondtheportfolio

05/27/2026

Supporting clients beyond their portfolio

Practical ways financial professionals can reduce stress in uncertain times
https://www.lincolnfinancial.com/public/professionals/productsandinsights/blogs/beyondtheportfolio

05/27/2026

Single-Parent Finances: A Financial Checklist for Moms & Dads
To achieve financial stability as a single parent, supplement your income, budget for emergencies, save for retirement, get appropriate insurance, and create an estate plan that provides for your child.
https://www.westernsouthern.com/lafayette/learn/financial-education/single-parent-financial-checklist

Managing finances as a single parent can be challenging. This checklist provides tips and steps to help single parents handle their finances and their future.

05/26/2026

The hidden flaw in insurance AI adoption
Many insurers are still in a phase where AI is being applied to existing underwriting and claims workflows rather than fundamentally redesigning how those workflows operate.
https://insurancenewsnet.com/innarticle/the-hidden-flaw-in-insurance-ai-adoption-for-advisors-and-carriers

Many insurers are still using AI for existing underwriting and claims rather than redesigning how those workflows operate.

05/18/2026

Join us on Thursday at 10am: The American Qualified Dollar Dilemma: How Redirecting a Portion of Qualified Assets Can Help Hedge Long Term Care Risk - Register Here: https://attendee.gotowebinar.com/register/7879304189506911072