wholehan marketing inc
financial services company in Toledo, United states

About

• Wholehan Marketing Inc
• is a family-owned insurance field marketing organization that provides a consultative approach to case design, product solutions, underwriting, and suitability guidance
• They offer a comprehensive range of brokerage services, including Life Insurance, Long-Term Care, Annuities, Disability, and Advanced Markets, to support insurance agents, financial advisors, and registered representatives nationwide.

Geographic Focus

Nationwide support for advisor clients, headquartered in Toledo, OH.

Target Customers

• Wholehan Marketing Inc
• primarily targets insurance agents, financial advisors, and registered representatives who seek to grow their businesses
• Their services are tailored for professionals looking for comprehensive support in case design, product solutions, underwriting, and suitability guidance
• Additionally, they cater to advisors who need specialized products such as LTC/Annuity hybrids and advanced market solutions to meet diverse client needs.

Unique Value Proposition

• As a family-owned and independently-operated brokerage since 1987, Wholehan Marketing Inc
• distinguishes itself through its deep industry expertise, strong relationships with over 80 insurance carriers, and a personalized consultative approach
• Their commitment to attention to detail and comprehensive support enables advisor clients to elevate their businesses effectively
• The company's longevity and reputation for exceptional service further reinforce their unique position in the market.

Pricing

Pricing details are not available on the website.

Contact

• [email protected]