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Personal Lines


Personal Lines Quote Forms

Looking for coverage? Click any of the following links to submit a quote for quick, accurate and affordable rates.


Personal Lines Information

We offer comprehensive planning in the areas of life, disability, long term care and health insurance. Unlike many agents that operate in a career agency system, we are a true, independent agency. We are not beholden to any company, yet we have long standing relationships with most of leading carriers in the industry. We don't work for the carrier, we work for you - our client!

       
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Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Whitaker Financial Services are not affiliated. Additional products and services may be available through Patrick Whitaker or Whitaker Financial Services that are not offered through AIC. Securities products are limited to residents of California.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Whitaker Financial Services will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.