agent picture

Jonathan Whitver

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Leave a Referral
agent picture

Jonathan WhitverFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Green Bay, WI

request apt form icon
quote form icon
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
GA, KY, 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

Closed - Opens at 8:00 AM Monday
Contact Me
Office Phone:
(920) 983-2960(920) 983-2960
Cell Phone:
(920) 471-7781(920) 471-7781
jonathan.whitver@bankerslife.com
Branch Info
2100 Riverside Dr
Ste 102
Green Bay, WI 54301
US
Hours
Day of the WeekHours
SaturdayClosed
SundayClosed
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

Forget Me Not Days

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

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.


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.
    Explore
  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • 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.
    Explore
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    Explore
  • 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.
    Explore
  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
    Explore

Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Reviews

Reviews for Jonathan Whitver

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(5 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
Displaying reviews 1 - 1 out of the 5 most recent

Customer Reviews for Green Bay, WI

4.8
Rating 4.7full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(95 Reviews)
  • Sandee M
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent service
    Ben is very knowledgeable and helpful!
    Excellent service
    Ben is very knowledgeable and helpful!
    Read More
    Read Less
  • Nancy F
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always pleasant and through
    Always pleasant and through
    Read More
    Read Less
  • Janice O
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jason was very helpful and answered all of my questions.
    Jason was very helpful and answered all of my questions.
    Read More
    Read Less
  • Rebecca D
    March 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Super customer service and very professional and caring person.
    Super customer service and very professional and caring person.
    Read More
    Read Less
  • Rebecca D
    March 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great Customer service and very professional
    Great Customer service and very professional
    Read More
    Read Less
  • Nicole L
    March 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ayriel was highly informative and professional. Her positive attitude made my husband and I feel at ease talking about difficult topics such as life insurance and policies for care if either of us have a stroke or heart attack. This was by far the best experience we’ve both had when it comes to insurance. I highly recommend Ayriel!
    Ayriel was highly informative and professional. Her positive attitude made my husband and I feel at ease talking about difficult topics such as life insurance and policies for care if either of us have a stroke or heart attack. This was by far the best experience we’ve both had when it comes to insurance. I highly recommend Ayriel!
    Read More
    Read Less
  • Barbara B
    March 13, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and professional
    Very knowledgeable and professional
    Read More
    Read Less
  • Paula V
    March 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Zac has a personal touch to him. I've been with Zac almost sense he started just a great guy and fun, easy to work with.


    Zac has a personal touch to him. I've been with Zac almost sense he started just a great guy and fun, easy to work with.


    Read More
    Read Less
  • Thomas R
    March 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very nice. Great customer service.
    Very nice. Great customer service.
    Read More
    Read Less
  • Ruth A
    March 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    very well informed on questions asked.
    very well informed on questions asked.
    Read More
    Read Less
  • Kim Z
    March 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    You are a hard worker that knows his “stuff”!
    You are a hard worker that knows his “stuff”!
    Read More
    Read Less
  • Kelly K
    February 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Chris is a true professional. He did a great job explaining everything and showing all options. I would recommend him to anyone

    Kelly
    Chris is a true professional. He did a great job explaining everything and showing all options. I would recommend him to anyone

    Kelly
    Read More
    Read Less
  • Denise H
    February 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Keith has been very patient and helpful, great service, thank you keith
    Keith has been very patient and helpful, great service, thank you keith
    Read More
    Read Less
  • Dave M
    January 31, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Keith is a wonderful agent. He goes above and beyond the questions I have. And he will look until he finds the right solution
    Keith is a wonderful agent. He goes above and beyond the questions I have. And he will look until he finds the right solution
    Read More
    Read Less
  • Jason M.
    January 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    This team in Green Bay goes above and beyond for their clients! Would highly recommend to family and friends.
    This team in Green Bay goes above and beyond for their clients! Would highly recommend to family and friends.
    Read More
    Read Less
  • Kim Z
    December 12, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Justin was very helpful and professional!
    Justin was very helpful and professional!
    Read More
    Read Less
  • Kim Z
    December 10, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Justin was very professional when handling this experience!
    Justin was very professional when handling this experience!
    Read More
    Read Less
  • Katherine N
    December 5, 2024
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Great personal service. It was wonderful to be listened to.
    Great personal service. It was wonderful to be listened to.
    Read More
    Read Less
  • Duane M.
    October 9, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent coverage for the retirement population.
    Excellent coverage for the retirement population.
    Read More
    Read Less
  • Christopher L.
    October 9, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I have been a career agent with Bankers Life for nearly 32 years. I have been able to help many families protect themselves and their assets against unforeseen costs. I love living the Bankers Life.
    I have been a career agent with Bankers Life for nearly 32 years. I have been able to help many families protect themselves and their assets against unforeseen costs. I love living the Bankers Life.
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Jonathan
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
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.
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.
A retirement aged man and woman review their financial accounts on a laptop computer.
From 3% to 5%: Choosing the Right Retirement Withdrawal Plan for You
As retirement approaches, you’ll face a number of important decisions—and one that might not be on your radar yet is figuring out exactly how much to withdraw each month from your retirement savings. It’s a crucial question, but also a tricky one, since the right answer depends on several unknowns: how long your retirement will last, how your investments will perform, and what your living expenses will be.
A couple reviews their finances.
Navigating Financial Planning with a Reluctant Partner: 5 Tips for Success
When it comes to managing your money, we all know how crucial it is to plan and make decisions together. But let’s face it: Discussing finances with a partner isn’t always easy, especially if you don’t see eye-to-eye on the topic or if one of you is hesitant to have those tough conversations. Money can quickly become a point of tension, but ignoring it could lead to bigger problems down the road.
understanding cash on the sidelines
Understanding “Cash on the Sidelines” and the Shifting Economic Landscape
As we navigate through changing economic times, it’s essential to understand some key financial concepts that impact both individual and global economic conditions. You may have heard of the concept, “Cash on the Sidelines,” which often comes up in discussions about stock markets and worries over high risk investments and keeping money in either cash or lower risk, lower-yield investments.
Middle aged couple embracing in autumn.
How to Navigate Social Security Survivor Benefits for a Spouse
"When a loved one passes away, you may need to take some time to process your emotions and seek solace. But when the loved one is your spouse, you may have to both grieve and address a handful of immediate issues, such as figuring out funeral arrangements and costs and sorting out estate, probate, and legal expenses.",Are 60 years old or older; or if you have a disability and are 50 years old or older,Were married for at least 9 months before your spouse passed,Didn’t remarry before age 60 (or age 50 if you have a disability),More than 75% at 61,More than 80% at 63,More than 90% at 65,The deceased’s death certificate,Your and the deceased’s Social Security number,Your birth certificate and marriage certificate (if applicable),"A term or whole life insurance policy can provide a lump sum upon a spouse’s death. This can help replace lost income, cover living expenses, and provide financial stability during an emotionally difficult time.",Annuities are contracts that guarantee regular income payments for life or a set period. Some annuities offer survivor benefits that provide ongoing income to spouses.,A well-funded 401(k) or IRA can supplement survivor benefits and help maintain financial stability.,"Stocks, bonds, and mutual funds can generate dividends and capital gains to supplement Social Security benefits.",Owning rental properties can generate a steady monthly passive income stream that doesn’t rely on employment or Social Security benefits.
Older couple sits in their kitchen with a financial advisor.
Protecting Your Nest Egg: Understanding Sequence Risk in Retirement
As you prepare for retirement, one of the most important considerations is how to ensure that your nest egg lasts throughout your lifetime and you don’t outlive your money. One risk that many may overlook is sequence risk, which occurs when you face poor market returns early in retirement while you’re drawing down your savings. This can cause long-term damage to your portfolio, leaving you vulnerable later on in life.
Two seniors talking with a financial professional.
Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
If you’re retired or nearing retirement, market uncertainty can feel unnerving. After you’ve spent decades working, saving, and planning, it’s natural to be concerned when the market dips or prices start rising.

Let's Talk About Your Plans for Long-Term Care!

Forbes advisor badge

As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

Act Now For Your Free No-Obligation Quote