INSURANCE PLANNING

BUILDING PLANS THAT EVOLVE WITH YOUR NEEDS 

an introduction to INSURANCE planning

HOW WALKER IS DIFFERENT

When properly utilized, insurance can help protect the quality of both you & your family’s lifestyle throughout your career, in retirement, & even after (legacy). Whether looking to sleep easier knowing Living Benefits will help protect your lifestyle, looking to utilize Cash Value Life Insurance as a tool to help navigate future tax risk, or looking to ensure your loved ones have access to a highly leveraged tax-free death benefit – todays innovative policy design offerings allow Walker Capital to help your insurance plans evolve with your needs as they change over time!

THE WALKER CAPITAL TOP THREE REASONS

WHY INSURANCE HELPS

Living Benefits

Now, while we are all well aware of the traditional application for life insurance… What if your life insurance could also provide coverage for you, the owner, during your lifetime? What if there was a way to access a portion of your Death Benefit in the case of a non-fatal medical emergency? There is!

Holistically designed life insurance plans can coordinate Living Benefit Riders that provide access to tax-efficient emergency funds by “accelerating” some or all of the policy’s Death Benefit should the insured suffer a qualifying medical emergency!

Legacy Planning

Legacy Planning looks beyond simply navigating retirement & helps establish a blueprint to ensure your hard earned savings effectively helps the people, communities, and causes that are near and dear to your heart. The point is to fund beyond just our lifestyle, generational planning, so that after all of the retirement adventures of our Golden Years we are still able to give to something larger than ourselves, to leave a legacy. In working with thousands of Federal Employees from around the country, when asked: “What kind of income would your spouse like should he or she survive you?” No well-informed, well-intentioned federal retiree attending our events has ever yelled,“TAXABLE!”

Learn how to successfully navigate Estate & Legacy planning with Walker Capital to avoid undue taxation on the dollars you dont get to enjoy during your retirement!

Taxes

Have you ‘insured’ your retirement against the threat of higher future tax rates? The traditional advice was always to ‘defer taxes now because you will be in a lower tax bracket in retirement’.

Well, for today’s Federal Employees who have pensions, retirement savings, and so much concern about our national debt – this once timeless advice may prove dated. Cash Value Life Insurance policies have an investment component which grows tax-deferred but can be accessed tax-free by the plan owner to supplement income or paid to beneficiaries as a tax-free death benefit!

NOT SURE WHERE TO START? LET WCPG HELP

WHAT WAS YOUR CAREER?

FEDERAL EMPLOYEES

Since 2014 the WCPG team has helped thousands of Federal Employees across the nation understand their pension, TSP, & how to map out the ideal retirement.

CLICK HERE FOR FEDERAL 〉

BUSINESS OWNERS

Learn how WCPG can help navigate the potential pitfalls & unique opportunities facing entrepreneurs when preparing for their retirement.

CLICK HERE FOR BUSINESS 〉

INDIVIDUALS & FAMILIES

WCPG’s tax-centric holistic planning can help you & your loved ones navigate retirement with tax, income, & legacy planning from our team of experts.

CLICK HERE FOR INDIVIDUALS 〉

AS SEEN ON:

AS SEEN ON:

WHY CHOOSE WALKER?

TO guide youR PATH TO RETIREMENT

WHY CHOOSE WALKER CAPITAL?

THE RIGHT TEAM with THE RIGHT TOOLS

The Right Team

As taxes begin to rise in coming years, it is critical that a holistic retirement truly consider the impact of taxation on retirement benefits, tax-deferred savings, & Social Security – which is why WCPG planning partners tax-centric retirement consultants with our CPA to help you navigate retirement successfully!

The Right Tools

WCPG’s art is the science of retirement planning! We help families around the country thrive using webinar technology to easily apply the latest in Retirement Benefits Forecasting software, tax-planning tools, budget calculators, & Risk Tolerance Assessments to help design the blueprint for a successful retirement!

ready to begin your retirement JOURNEY?

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