What We Do
Whitney and Associates offer agents and advisors a true partnership. We do this with an array of programs and resources to put you at the forefront of your community with a professional brand and consistent marketing message. Below is a list of the value ads that we offer here at WAA and we look forward to earning your business.
WAA Seminar Program
- Utilize the Your Retirement Timeline brand.
- Enjoy a reserved territory.
- Hybrid approach to filling rooms with Direct Mail and Digital Marketing.
- Access to your registrations on WAA Portal.
- We send out all of the reminders.
- We make all of the reminder calls and send you the Sign In Sheets ahead of the event.
Access to WAA Seminar Credit program "Partner" (We Pay For Your Seminars).
- For every $400k in premium we pay for a seminar campaign.
- If you do not have a credit, you access our wholesale pricing for seminar marketing.
- If you are new with WAA you can provide Proof of Production from last year to get head start credits!!!
Access to WAA Above Street Program "Executive."
- If you are an above street agent or small group we will meet your comp level.
- You and your downline agents will access our wholesale marketing pricing.
- Wholesale Pricing: $3,500 single event or $4,750 two session event (or $275/Attendee, whichever is less).
- Alternative Payment Method - Pay Per Attendee @ $275/Attendee
Access to WAA Portal
- Portal houses a CRM system for you to utilize and store your client's and prospects.
- Seminar prospects and attendees are automatically uploaded into your agent portal.
- Easily send out communication to records indicated as "Registrant" or "Attendee.
- Use pre-loaded emails to communicate with clients and prospects in your CRM.
Access to Business Builder Platform
- Track business in real time when it is submitted.
- Easily view business from multiple carriers in one location!
- View issues that may be holding up your business, like "Not in Good Order" notifications.
- Run your own production reports and see how fast carriers are processing business.
Expert Case design and assistance powered by Indexalyzer.
- Analyze industry products, indexes, history and performance.
Other Program Discounts Available
- NSSA Program Discount
- Retirement Analyzer Discount