Terms & Conditions

By using this website or submitting a form to Whittaker Financial, you agree to these Terms & Conditions.

Services

Whittaker Financial provides insurance-related information, appointment support, application support, secure portal communication, and related services through licensed insurance professionals.

No Guarantee

Submitting a form does not guarantee approval for insurance coverage, policy issuance, rates, benefits, or eligibility. Final decisions are subject to carrier underwriting and approval.

Communication Consent

By submitting your information, you authorize Whittaker Financial to contact you by phone, email, and SMS regarding your inquiry, appointments, secure portal links, application updates, and related follow-up communication.

SMS Terms

Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for assistance. Consent to receive SMS messages is not a condition of purchase.

User Responsibility

You agree that the information you provide is accurate and that you are authorized to submit it.

Limitation of Liability

Whittaker Financial is not responsible for carrier underwriting decisions, denied applications, policy changes, or inaccurate information submitted by users.

Contact

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