Walter Wrightson, Agent/Registered Representative: Insurance and Financial Services for Business

Walter Wrightson, Agent/Registered Representative: Insurance and Financial Services for Business

About

I do a lot work with Business, Self-Employed, Partnerships (also: Families and Estates).

My work has a primary focus on Financial & Asset Protection and Tax Minimization.

Common areas of interest for many of my business clients(and their families)  are:
   * Tax & Financial risk minimization (Including Tax diversification for the current environment);
   * Financial Asset optimization/Asset Protection (Protecting, from predators and creditors, some of what you’ve accumulated.  Creating guaranteed lifetime income.);
   * Partnership "buy-sell agreement" funding  (Create funds to Protect your business & your ability to determine who takes ownership of a deceased partners interest.);
   * Life and Disability insurance, how they work and what works best in individual/unique circumstances. (Protect continuation and successorship of your business. Guaranteed income.)
   * SEP's &  IRA's.   (Have you gotten around to understand which one would work best, and get it opened?);
   * Protection against Financial loss due to death of a "Key-Person".  (Protect against sudden financial impact and possible risk to bank financing.)
   * Tax & Penalty-free access to tax-deferred growth. ( Unlike IRA’s, SEP’s, 401(k)’s )
   * Alternative to traditional "bonding" requirements.  (Optimization of cash holdings)
   * Business succession and retirement.
   (How would someone finance the purchase of your business.  How to protect continuation of income from the sale.)

In General…Things that can help protect and optimize:    
                       What you’re building;     What you’ve built;     What you would like to pass on.

 

You are welcome to give me a call if you have any questions. I look forward to meeting sometime and providing an opportunity to explore how I may be of benefit and contribute to the financial safety and stability of your business, family and retirement.
 

Thank you.
Walter Wrightson   (New York Life / Alaska)  907-257-6495.

Information

Industry experience

Years of experience: 20 years or above

Taxonomy