Wholehan Marketing is an Independent Brokerage General Agency with an emphasis and expertise in Life Insurance, Annuities, Long-Term Care Insurance, and Disability Insurance. Our company was founded i...
Wholehan Marketing is an Independent Brokerage General Agency with an emphasis and expertise in Life Insurance, Annuities, Long-Term Care Insurance, and Disability Insurance. Our company was founded in 1987 by Michael L. Wholehan following a 15-year career in personal production, with the concept of being a resource for products, research, sales concepts, back-shop support, and overall industry knowledge and expertise. Why Work with Wholehan Marketing? We value our knowledgeable staff and make them available as an extension of your business for reliable and professional back office support. Our sales staff is comprised of licensed, experienced, credentialed experts whose depth of knowledge is unmatched. Our advice goes beyond just product knowledge, we help you develop and conceptualize you client's financial plan. What Sets Us Apart? Our objective is to work with advisors who share our business and ethical values and work with insurance companies who offer highly rated competitive products, with competitive compensation. We believe in maintaining a personal relationship with the advisors we work with, in a similar manner to how you interact with your clients.