Martin Butch Walker

WORK HISTORY

EDUCATION

ABOUT MARTIN BUTCH WALKER

My name is Butch and I help people meet and exceed their goals by ensuring they are set up with the right financial services products. Professionals and business owners enjoy working with me because I can point them to the best services, resources, and methods for their needs. I tackle life and career management scenarios with meticulous strategies designed based on my expertise in the following areas: o Retirement Income Planning • Created hundreds of Retirement Income Strategies and helped Reps create thousands more. • Conducted hundreds of seminars on the subject. • Utilized Consultative Selling Skills. o Business Succession Planning • Helped Closely Held Corporations and Partnerships develop Buy-Sell Agreements with their CPAs and Attorneys to set a value, the terms and funding via Life Insurance. • A large number of those agreements have had to execute over the years due to death of a stockholder/partner. o Estate Planning • Helped Business Owners and Highly Compensated Executives develop Estate Plans with the Attorneys and CPAs. • Assisted in setting up hundreds of ILITs and writing the Life Insurance to fund the trusts. o Financial Planning • Worked with clients to analyze their investment portfolios versus their goals and improve as necessary. • Made clients aware of gaps in the overall planning on both the accumulation and distribution side of their planning. o Investments • Help clients understand Behavioral Finance and its effect on the average investor. • Helped using CSS skills the client to understand the difference between self-directed investing and managed accounts. • Helped clients understand Tax Efficient Investing and put plans in place. o Regional Product Wholesaling • RVP for three different firms wholesaling Life, Disability Income and Annuities. • Significantly grew premium production in each role. Connect with me today – I always enjoy meeting new professionals and will ensure I make your financial mission my mission!