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Mission & Testimonials

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Our Mission

Our commitment to you is to treat you as a valued client and to create a relationship characterized by a high sense of urgency, creativity, professionalism and open
lines of communication.

Learn More About Who We Are

Testimonials

Testimonial #1:

“Whittaker & Associates has serviced our Group Health Insurance account for many years. As our broker of record, Evan Whittaker has provided us with knowledgeable advice and exceptional, personalized service. Evan has always been readily accessible to my employees and me, whether by phone or in person, to answer questions, to review renewal advice and plan change recommendations, or to help resolve any insurance company issues.

When my wife and I became Medicare eligible, Evan provided us with the knowledge and information necessary for us to make an informed decision regarding the selection of the Medicare Supplement and Prescription Drug plan coverage that represented our best value based upon our particular needs and objectives.

I highly recommend Whittaker & Associates to other employers or individuals based upon our valued relationship over the years.”

- Richard H. Kabat from Ocean City, NJ
President of Kabat's Mens Shop
Valued Client Since 1995

Testimonial #2:

“I was initially introduced to Whittaker & Associates when Evan Whittaker responded to my inquiry regarding additional Life Insurance coverage. After taking the time to properly qualify me and determine my specific needs and objectives, Evan researched his extensive portfolio of Life Insurance carriers before recommending the company which best suited my needs and objectives. He provided me with a comprehensive review of the No-Lapse Guarantee Universal Life plan that represented the best value available to me. After processing my application for coverage, Evan tracked and provided me with timely updates on the scheduling of my paramedical exam, obtaining medical records and underwriting status through policy issuance.

After placing my Life Insurance policy in-force, I was comfortable enough with Evan’s professionalism, industry knowledge and personalized counselor selling approach, so I asked him to review my annuity policies. I was pleased with his recommendations and decided to replace my old contracts through a 1035 exchange. To this day, I’m happy with my decision. I’ve subsequently purchased another Universal Life Insurance policy through Evan in order to satisfy additional estate planning needs.

I’m so happy to have found Evan and would be more than willing to recommend Whittaker & Associates to others who seek good old-fashioned honesty and personalized service in an insurance broker. ”

- Nancy Hanna from North Caldwell, NJ
Valued Client Since 2006

Testimonial #3:

Upon leaving our service area our former Health Insurance client wrote:

“Evan, I’m going to miss your expertise and efficient service. You have been so prompt, thorough and helpful too! I seriously doubt that another agent will provide the same level of service. Again, my sincere appreciation goes out to you for all your help. Thank you.”

- Sharon L. Miller from NJ
Valued Client 1987-95

Testimonial #4:

“I was initially referred to Evan Whittaker by a local Property and Casualty Insurance agency that was using the broker services of Whittaker & Associates for their Group Health Insurance benefits plan. At the time, Evan provided me with a small Group Health Insurance plan tailored to our specific needs and budget.

Prior to our dealings with Evan we were extremely confused in regard to choosing a proper health plan from among the too many options available. Evan has always researched the best plans for us and for the first time in our lives, gave us direction. Hence, we always trust his judgement and follow his recommendations. Whenever we have questions, Evan answers them thoroughly and with clarity.

When I decided to retire from my business, Evan helped my wife and me transition to Medicare Supplement and Prescription Drug Plan coverage. We asked a lot of questions and Evan patiently explained the various options that were available to us so that we were able to make an informed decision as to the plans that provided us with the benefit levels we were seeking.

Evan continues to provide us with personalized service that exceeds the norm. As a result of our favorable experience with Whittaker & Associates we have referred several of our friends to Evan and will continue to do so in the future.

We are very thankful to have Evan Whittaker as our trusted insurance advisor.”

- Mr. and Mrs. John Olive from Ventnor, NJ
Valued Clients Since 1995

Testimonial #5:

“Before becoming a client of Whittaker & Associates in 1995, I had known Evan Whittaker and his family as good customers of ours for many years. As our broker of record on our Group Health Insurance business, Evan has always been readily accessible to answer questions and provide us with knowledgeable advice and personalized service.

In addition to handling the affairs of our employee benefits plan, Evan has provided me with advice and guidance regarding the selection of personal Life Insurance and Long Term Care Insurance coverage for my wife and me. Evan has always taken the time to explain the intricacies of the plans being recommended for our consideration. Both of my parents have also purchased Long Term Care Insurance plans from Whittaker & Associates that were representative of the best values available to them based upon their particular set of circumstances.

I value our relationship with Evan Whittaker from both a personal and business standpoint based upon our years of experience in dealing with his insurance brokerage firm. While other agents and brokers have come and gone, Evan has remained steadfast in his continued service to my employees, my family and me.”

- Donald Johnson from Ocean City, NJ
President of Johnson’s Appliance & Bedding
Valued Client Since 1995