Privacy Policy

Whittaker Financial respects your privacy and is committed to protecting your personal information.

Information We Collect

We may collect your name, phone number, email address, state, insurance-related information, appointment details, and information submitted through our website, forms, or secure portals.

How We Use Information

We use submitted information to respond to inquiries, schedule appointments, provide insurance-related information, send secure portal links, process applications, provide customer support, and communicate with you about your request.

SMS Communications

By providing your phone number and submitting an opt-in form, you consent to receive SMS messages from Whittaker Financial regarding your inquiry, appointments, secure portal links, application updates, and related follow-up communication.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for assistance.

SMS Consent

SMS consent is not sold, rented, or shared with third parties for marketing purposes.

Data Sharing

Your information may be shared with licensed insurance carriers, service providers, or technology platforms only as necessary to provide requested insurance services, process applications, support communication, or comply with legal requirements.

Data Security

We take reasonable steps to protect personal information submitted through our website and secure portals.

Your Rights

You may request access to or deletion of your information by contacting us.

Contact

Whittaker Financial
Email: support@whittaker-financial.com
Phone: 812-399-8251