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                                My Background
                              James Whittaker Headshot

                              My Background

                              As a New York Life Agent, I sincerely believe that most people want to do what's right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company. After 20+ years working in the Health, Fitness and Education Fields while running 2 small businesses, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

                              You can take comfort in the fact that I have been a proud member of the Lawrence community since 1986, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of 2 children, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

                              Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company I am also a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In addition to my 20 years of small business experience, I hold a M.S. from the Unversity of Kansas and am a graduate of New York Life's award-winning training program, NYLIC University, and have been awarded the Career Life Success award.

                              Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

                              Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

                              Disclosure

                              James Whittaker is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #16961152), CO, KS, MO, NE, OK, OR, and TX. No insurance business may be conducted outside the states referenced.

                              James Whittaker is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 120 E 9th St Ste 201a, Lawrence, KS, 66044, 913-269-8356. In this regard, this communication is strictly intended for individuals residing in the states of CO, KS, MN, MO, NE, OK, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                              Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

                              For more information about NYLIFE Securities LLC and its investment professionals.

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