Jonathan Whitver

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

Field Director - Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(920) 367-7026(920) 367-7026

5.0

(5 Reviews)Leave a Review

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Meet Jonathan Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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Meet Jonathan Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

Meet Jonathan Whitver

Personal Business Philosophy

Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.

licensed in

MI, WI

professional background

Joined Bankers Life in 2015Became a Financial Representative in 2016Began work in the Insurance Industry in 2014

designations received

Company Recognitions: Executive CounselInsurance Designations: Certified Long Term CareFinancial Representative Designations: Series 7 & Series 66

personal background

Family: My wife Samantha and I have 4 boys and a daughterCommunity Involvement: Alzheimer's Association fundraising &Habitat for Humanity

Jonathan Whitver, Bankers Life Agent and Bankers Life Securities Financial Representative in Green Bay, WI

8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PM 8:00 AM - 5:00 PMClosed Today Closed Today

Contact Me

Office Phone:

(920) 983-2960(920) 983-2960

Direct Phone:

(920) 367-7026(920) 367-7026

Cell Phone:

(920) 471-7781(920) 471-7781

jonathan.whitver@bankerslife.com

Branch Info

2100 Riverside Dr

Ste 102

Green Bay

WI 54301

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Hours

Day of the Week	Hours
Monday	8:00 AM - 5:00 PM
Tuesday	8:00 AM - 5:00 PM
Wednesday	8:00 AM - 5:00 PM
Thursday	8:00 AM - 5:00 PM
Friday	8:00 AM - 5:00 PM
Saturday	Closed
Sunday	Closed

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.

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Products & Services Offered in Green Bay, WI

Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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Long-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
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Annuities
Learn how an annuity can help protect and grow your retirement savings.
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Brokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
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Advisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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Reviews

Reviews for Jonathan Whitver

5.0

(5 Reviews)

Mark E
December 10, 2023
5.0 out of 5.0
Rating 5.0
Jonathan is very knowledgeable and current on investment options and plans. He relates in a commonsense manner which is easy to follow and understand. Asks questions to get a feeling for my need and preference and is not pushy in directing toward investment options but searches for the right fit for my circumstance.
Janet W
June 7, 2023
5.0 out of 5.0
Rating 5.0
John has been amazing to work with! Not understanding all the different options, he was very informative and walked me through everything. John has been very kind and down to earth personality which makes me look forward to working with him for years to come!
Katherine H
March 31, 2023
5.0 out of 5.0
Rating 5.0
Jonathan is an awesome agent. Anytime we have had a problem he was always helpful and didn’t quit until the problem as resolved.
Bradley H
March 3, 2023
5.0 out of 5.0
Rating 5.0
Great advise on the Humanachoice (PPO). Using this plan verse the plan I had is saving me $225 a month.
Debby T
February 26, 2023
5.0 out of 5.0
Rating 5.0
Jonathan was very good at explaining all about the differences in Medicare policies. He has been helpful with coming to our home on our schedule to assist with everything; that was very important since we have very poor Internet.

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FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

Insights From Jonathan

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Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.

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Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!

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Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...

Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.