Basic Information
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Company
New York Life -
Mobile phone
910-315-5727 -
Email
mdwhitney@ft.newyorklife.com -
Describe How You Would Like To Be Introduced Via Email
Michael is a financial services professional helping families and businesses grow and protect their future through a holistic approach. Whether just getting started or trying to figure out what to do with your life savings you had with that old company, he is here to help and would love to do a no-cost assessment to see if it's the right fit to work together in the future. -
What is your "why"? Why do you do what you do?
I have a passion for helping others -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Have you ever thought about retiring early?
2. Do you want to pay less taxes now or in the future?
3. Are you serious about planning for your future? -
Unique Selling Proposition
We take a holistic approach to help plan for the future, we look at everything from protection, taxes and growth -
About me
After being in the restaurant business for the last 20 years I decided I needed a more rewarding and flexible career. Seeing how many people in the restaurant business do not have the resources to plan for retirement or protect their futures, I decided to pursue this to help those who don't know how to better their lives. It gives me such satisfaction to know helping people now will benefit them and their families in the future. -
Profession
Financials -
Title
Financial Professional -
Hobbies and interest
Poker, Golf, Beer, Family -
Website
https://www.newyorklife.com/agent/mdwhitney
Contact Information
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City / Town
Charlotte -
State
NC -
Zip
28270 -
Country
United States -
Special offers to the group
No Cost Financial or Retirement Assesment -
Facebook Business Page URL
https://www.facebook.com/profile.php?id=61553333553589 -
LinkedIn Profile
www.linkedin.com/in/michael-whitney-agent
Education
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College / University
Johnson & Wales -
Graduation Year
2007