John A. Whittemore
John A. Whittemore CLU, CPCU
Principal
Partners Financial Insurance Agency p. (617) 993-9922
John Whittemore brings to Partners Financial Insurance Agency Inc (PFIA) over thirty-five years of experience in the area of employee benefit plans. He has marketed and serviced Group Life, Disability, Medical and Dental products to businesses throughout New England and New York. During the past 18 years PFIA has put in force over one billion dollars worth of Variable Group Life Insurance programs for major professional service firms in Boston, New York, Washington D.C. and California. He has designed enrollment packages, overseen administration and maintained ongoing relationships with over 3000 partners at major law firms.
He has experience producing all levels of Qualified Pension profit Sharing and 401k Plans for small and medium sized corporate and professional clients. Within the area of financial planning and insurance, Mr. Whittemore has worked with individuals, families and business owners in the areas of wealth transfer, retirement planning, charitable giving and business succession plans.
His Professional Affiliations include the Boston Estate Planning & Business Council, the Boston Life Underwriters Association (BLUA), the National Association of Life Underwriters (NALU), and the Association for Advanced Life Underwriters (AALU), and the National Association of CLU & CPCU.
Deacon, Payson Park Church, Belmont, MA 1989-1993; Director, MicroMentor/Omega Systems, Inc. 1979-1997; Member, Executive Committee, Massachusetts Golf Association 1998-2001; Director, Winchester Country Club (Greens Chairperson) 1998-2001; Trustee and Chairman of the Audit Committee, Belmont Savings Bank 1998-2004; Member, Board of Investment at Belmont Savings Bank 2004-present; Member, Board of Governors at The Kittansett Club, 2007-present.
Education: Browne & Nichols School, Cambridge, MA; BA Colgate University, Hamilton, NY 1966; The American College: Certified Life Underwriter 1975, Certified Property Casualty Underwriter 1974.
Active Duty USAF, 1996-1970; USAFR, 1970-1976; attained rank of Major.
President, Whittemore Insurance Agency (founded 1923), 1970-2000, Principal and President, Partners Financial – Cambridge, 2000-present.
John is a registered representative and an investment advisor representative of NFP Securities Inc.
John A. Whittemore CLU, CPCU
Principal
Partners Financial Insurance Agency p. (617) 993-9922
John Whittemore brings to Partners Financial Insurance Agency Inc (PFIA) over thirty-five years of experience in the area of employee benefit plans. He has marketed and serviced Group Life, Disability, Medical and Dental products to businesses throughout New England and New York. During the past 18 years PFIA has put in force over one billion dollars worth of Variable Group Life Insurance programs for major professional service firms in Boston, New York, Washington D.C. and California. He has designed enrollment packages, overseen administration and maintained ongoing relationships with over 3000 partners at major law firms.
He has experience producing all levels of Qualified Pension profit Sharing and 401k Plans for small and medium sized corporate and professional clients. Within the area of financial planning and insurance, Mr. Whittemore has worked with individuals, families and business owners in the areas of wealth transfer, retirement planning, charitable giving and business succession plans.
His Professional Affiliations include the Boston Estate Planning & Business Council, the Boston Life Underwriters Association (BLUA), the National Association of Life Underwriters (NALU), and the Association for Advanced Life Underwriters (AALU), and the National Association of CLU & CPCU.
Deacon, Payson Park Church, Belmont, MA 1989-1993; Director, MicroMentor/Omega Systems, Inc. 1979-1997; Member, Executive Committee, Massachusetts Golf Association 1998-2001; Director, Winchester Country Club (Greens Chairperson) 1998-2001; Trustee and Chairman of the Audit Committee, Belmont Savings Bank 1998-2004; Member, Board of Investment at Belmont Savings Bank 2004-present; Member, Board of Governors at The Kittansett Club, 2007-present.
Education: Browne & Nichols School, Cambridge, MA; BA Colgate University, Hamilton, NY 1966; The American College: Certified Life Underwriter 1975, Certified Property Casualty Underwriter 1974.
Active Duty USAF, 1996-1970; USAFR, 1970-1976; attained rank of Major.
President, Whittemore Insurance Agency (founded 1923), 1970-2000, Principal and President, Partners Financial – Cambridge, 2000-present.
John is a registered representative and an investment advisor representative of NFP Securities Inc.
Who We Are:
With roots back to 1923, Partners Financial Insurance Agency Inc.
provides comprehensive planning for
businesses, professional firms and affluent individuals.
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Leadership
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Securities and Investment Advisory Services offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA / SIPC, and a Federally Registered Investment Advisor Partners Financial Insurance Agency is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.