Wholehan Marketing
Insurance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
3130 Executive Pkwy Ste 800, Toledo, Ohi...Phone Number
(419) 473-2323Website
www.wholehan.comRevenue
$5.7 MillionIndustry
About Wholehan Marketing
Simplicity Wholehan provides a consultative approach to case design, product solutions, underwriting, and suitability guidance for advisor clients across the nation. Established in 1987, the company has been instrumental in helping insurance agents, financial advisors, and registered representatives enhance their businesses and better serve their clients. They focus on supporting advisors at the intersection of wealth accumulation and protection, offering holistic financial planning that aligns with investment goals while safeguarding assets. Their core principles emphasize education, value, and partnership to foster long-term success.Explore more
Wholehan Marketing Org Chart
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Simplicity Wholehan provides a consultative approach to case design, product solutions, underwriting, and suitability guidance for advisor clients across the nation. Established in 1987, the company has been instrumental in helping insurance agents, financial advisors, and registered representatives enhance their businesses and better serve their c... Read More
