We are your partner!

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.

About Whitney and Associates

Whitney and Associates was founded on the frustration of what was being offered by other FMOs. We wanted to find ways that we could actually partner with agents and advisors and help them advance their business. We focus on branding and marketing mainly through community education events to help our agents and advisors get in front of more and better-qualified prospects. We also wanted to strive to take some of the marketing risks and cost off of the agent and advisor's plates and give them proven avenues to increase their annuity, life, and AUM business.

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See what we can do to help grow your workshops!

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

Find out more! 888.233.5257

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Partner with us and we will pay for your seminar marketing
Let's Connect!