Agent Resources

Sales Tools

Agent Portal – Once contracted with Whitney & Associates, our agents will have access our turn key resources.

Social Security Timing Enjoy a 20% discount when you contract with Whitney & Associates.

​Retirement Analyzer is a retirement/income planning software program that incorporates: income, pensions, Social Security, asset class, taxation, risk vs. guaranteed $, life insurance and LTC. This is a free resource when you contract with Whitney & Associates.

NSSA – We highly recommend our agents become certified National Social Security Advisors. When you are contracted with Whitney & Associates, ask us how you can get a discounted price on the training. (FINRA recognized)

Business Builder – Whitney & Associates agents have access to a dashboard where you can view your pending and paid business from our core carriers in real time. This tool helps our agents get their business issued faster.

Life Sales Support Team – Agents contracted with Whitney & Associates will also have access to our in house underwriter and case design team.

Mentoring & Coaching

​Have questions on Social Security, Retirement Income or Tax seminars? We have agents, like yourself, that can walk you through the our process.

A Network of Agents

Our agents are a part of an elite class and constantly share ideas with the other members of Whitney and Associates. We do not put agents in the same territory so do not worry about sharing with competitors.

True Partnership

Our flagship seminar marketing program “WE PAY FOR YOUR SEMINAR MARKETING” is like nothing you’ve seen. These workshops are marketed as educational, typically held in public buildings i.e. libraries, community centers, community colleges, etc. Attendees are expecting to be educated in optimizing and coordinating Social Security or Retirement Income.

We’re experts in filling your workshops. We help you find and book a venue, we deploy our cutting-edge marketing technology to invite baby boomers to your event. We receive the RSVP’s, we do the confirmation calls to make sure people show up and we provide you with the attendee list.

YOU simply show up, check attendees in and put on a great workshop!

This is what we refer to as a TRUE PARTNERSHIP where we both have skin-in-the-game!

Whitney understands the needs of an agent. They are not about just trying to get as many agents signed up as possible. They take care of the ones they have.

– Paul L., customer since 2016