Read what some of our satisfied insurance customers have to say! If you’d like to provide your feedback, please submit your online review.
- KProfessionalism
“Tony Whitaker was my agent who assisted through the purchase of my 1st Life Insurance Policy. It was a positive and enlightening experience that I did not expect from a Life Planner! He dedicated plenty of time with me and thoroughly answered any questions so that I could confidently make a decision. He was very personable and gave me tons of life planning resources to truly set me up for success. I would recommend his company to anyone!”
- NSProfessionalism, Quality, Responsiveness, Value
“Tony has taken care of the life planning needs for me and my family for decades. He is professional and always thinking about what is best for the client. We have life insurance, annuities and disability insurance with Tony and couldn’t be more pleased. He is also proactive about pulling in other professionals when needed. He has connected us to an excellent property & casualty agent, estate attorney, and accountant to ensure that we have all of the bases covered.”
- LSProfessionalism, Quality, Responsiveness, Value
“I have been a client of Tony’s for many years. As well has most of my family. Very knowledgeable and will always go above and beyond. Best in town”
- JMProfessionalism, Responsiveness
“You want it done right the first time?? This is the place to be! They get you what you need when you need it. Their customer service exemplifies what it means to take care of the customer!!”
- DHProfessionalism, Quality, Responsiveness
“Tony and Monica are very knowledgeable about their products and options. Tony has been in the business forever – experience is so important for us in considering such critical investments. Both Tony and Monica are professional and very responsive. They presented a variety of products and options (we have purchased life insurance and annuities from them) and are very patient with all our questions and concerns. They have also recommended a base and very affordable life insurance option for our daughter and son-in-law who just purchased a new home. We are so grateful that all of these investments have been completed with such ease, patience and professionalism.”
Goes Above and Beyond...Andrea B., Tucson, AZ Sr. Talent Acquisition Director at Honeywell RPO, SHRM-SCPCustomer since Apr 2013“Tony always goes above and beyond for his customers to ensure that their best interests are handled with care and concern. Tony never fails to make you laugh and light up a room.”
- He's a fixer...Maury K., Tucson, AZ Private JewelerCustomer since Apr 2013
“Tony Whitaker is a professional in the truest sense of the word. He says what he’ll do and does what he says. He’s a fixer. He solves some of life’s most difficult problems using unique insurance products, specially designed for each individual, their needs and circumstances. He’s reviewed my parent’s policies, trust him to review yours.”
...Have your back...Trisha L., Prescott Valley, AZCustomer since Apr 2013“Tony is a very detailed individual when it comes to many products. He is a firm believer in what he does and is always looking for the best interest for his clients. If you wanted someone behind you that you know would have your back this man will do so. I have worked with Tony at the last 3 companies he has been with. His specialty in Life and Annuities are overwhelming. But his knowledge is a relief to the fact that you can be assured what you have asked him to do will be completed.”
- Very professional...Scott G., Tucson, AZCustomer since Aug 2014
“I have referred several my clients to Tony to help with Life Planning and health Insurance. All of my clients were very happy with Tony’s knowledge and attention to detail. He was always very professional with my clients and very trustworthy. I would like to say thank you to Tony for making my clients feel special.”
- JMJP M., Warehouse Manager at Empire SouthwestCustomer since Apr 2013
“Tony is “the” consummate detail oriented professional. Always upbeat, early for appointments, and extremely thorough in his product research and presentation. I only wish I knew him 20 years ago!”
- Donna L., RN, BSN, CLNCCustomer since Apr 2013
“Tony is a life-long friend. I am continually amazed by his level of energy and enthusiasm. He is intelligent, kind, hardworking, honest and reliable. Be it client, friend, family, country or community, Tony is ready and able to serve!”
- Phillip M., CopywriterCustomer since Apr 2013
“Tony cares. About you and your future, the future of your family and their security. You can see it in his eyes, it is not about Tony, it is about you.”
- Tracy B., Wellness Advocate and EducatorCustomer since Apr 2013
“Tony really has a heart to help others. He customizes to fit the needs of his clients. He goes above and beyond what is asked of him.”
- Lynette B., Real Estate ExpertCustomer since Jun 2013
“Tony can ask the hard questions and help you be prepared if the unthinkable should happen.”
- Jayson C., Los Angeles, CA
