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  • Wholehan Marketing


    Marketing, Advertising and Public Relations

    About Us

    Why Work with Wholehan Marketing?
    Our team is comprised of individuals with an unparalleled commitment to service, industry knowledge, and integrity. We understand the need to diversify when building a financial portfolio in order to meet the needs of your clients! We believe the solutions we offer are a critical portion of that portfolio. We keep you posted on industry updates and changes, and provide you with all the training and tools you’ll need to provide the best options for your clients!

    What Sets Us Apart?
    Our experienced Sales Team is comprised of licensed individuals with many years’ experience in the industry. The knowledge of our marketing staff is truly unique, and will prove to be an invaluable asset when you need assistance designing and presenting solutions for your clients’ individual needs.

    Our dedicated New Business team will also play a critical role, as they will assist you with the application process to ensure that your business gets thru all underwriting and suitability requirements from the carriers we represent. This team makes your business as important to them as it is to you. They are committed to working with you to get cases issued and paid in a timely manner!

    Rep/Contact Info

    Tim Beauregard
    Regional VP- South
    David Bollinger
    Annuity Sales Consultant
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    Alexa Fatovic
    Agency Recruiter
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    Jessica Hernandez
    HR Marketing Manager
    Chris Wholehan