Wholehan Marketing

10/20/2026

Americans seek financial stability, prioritize retirement confidence

Americans with a financial professional are nearly twice as likely to feel prepared for what's ahead.

https://www.newyorklife.com/newsroom/2026/americans-seek-financial-stability

10/20/2026

Don't let the "Invisible Hand" hit the invisible panic button

If you can understand the emotional reactions of clients, you can make a powerful difference.

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

10/09/2026

What benefits are employees looking for?

Explain how a competitive employee benefits package helps business owners attract and retain top talent.

Business owners: learn what employees want from benefits — health insurance, retirement plans, voluntary benefits, and growth opportunities.

10/08/2026

Six things to know about naming—or being—the executor of an estate

An executor of estate (also called “executor of the will”) takes over the management of a person’s assets after they die.

MONEY AND WELL-BEING

10/07/2026

Consumers don’t trust AI as much as insurers think they do

Insurers may be excited about deploying artificial intelligence across a growing number of business lines. Still, they must remember their clients may not feel the same.

https://insurancenewsnet.com/innarticle/consumers-dont-trust-ai-as-much-as-insurers-think-they-do

10/06/2026

How Life Insurance Can Change a Financial Strategy

Every financial strategy involves deciding where to take risk and where greater certainty has value.

Ramon Casanova, SVP and Head of Life Insurance Solutions, explains why protection and growth belong in the same financial conversation

10/06/2026

Helping More People Build the Retirement They Want

October marks National Retirement Security Month, a moment to move beyond the glossy, one-size-fits-all version of retirement and think more intentionally about what comes next. It’s a chance to ask: What does a good retirement look like?

https://news.prudential.com/us-en/latest-news/prudential-news/2026/Q4/Helping-more-people-build-the-retirement-they-want

10/02/2026

Align your investing to what you need in the long run

Explore your retirement investing options, the importance of rebalancing, and ways to simplify investing.

Prepare for retirement with practical tips designed to help build savings, evaluate progress, and support long-term goals.

10/01/2026

Making a Game Plan

A conversation with a friend on the Little League bleachers convinced me to change my ways about retirement planning.

Pacific Life offers a variety of annuities designed to help grow, protect, and manage retirement savings turning it into steady, reliable lifetime income based on your personal preferences and goals.

09/30/2026

The American Dream is evolving

Professional guidance should evolve as well.

https://www.nationwide.com/financial-professionals/blog/retirement-savings-income/articles/american-dream-evolving-professional-guidance