Wholehan Marketing Inc Email Format

Financial ServicesOhio, United States11-50 Employees

Wholehan Marketing Inc is a family-owned insurance field marketing organization operating in the financial services industry. Based in Toledo, Ohio, the company provides a consultative approach to case design, product solutions, underwriting and suitability guidance to support insurance agents, financial advisors, and registered representatives across the United States. With access to relationships with more than 80 insurance carriers, Wholehan Marketing aims to help its advisor clients grow their business through detailed guidance and carrier support. Founded in 1987, the firm positions itself as an independently owned brokerage agency within a network of professionals serving the insurance distribution channel. The organization emphasizes its focus on delivering specialized assistance to independent agents and advisors who require product and underwriting expertise to inform client recommendations.

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