Walstine Financial Agency

Welcome to the Walstine Financial Agency website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. You can also receive quotes for life insurance, disability, long term care and much more.



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with a skilled professional to pursue your financial goals.

My vision is to empower individuals and families with effective financial solutions that guarantee protection, security and financial freedom.  The  year 2010 presented a special opportunity for individuals to take advantage of the tax-free benefits associated with properly structured life insurance products.  This new year, focus will continue to emphasize the advantages of Index Universal Life (IUL) products that allow for distribution of tax free income. We will also offer a software program designed  to significantly reduce the time to pay off  mortgage and credit card debt and a new college funding program..  

This website is designed to provide you with information on financial management; to help you learn more about the resources we use on your behalf  and to provide you fast, easy access to market performance data. I hope you take advantage of these resources and visit often. Be sure to add the site to your list of "favorites" in your Internet browser and be certain to tell your friends about this website. I frequently update the information, and I wouldn't want you to miss any developments in the area of personal or business finance.

                                                                                                 
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Disability Income Insurance

How much Disability Income Insurance do you need?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

More Newsletters →