Paul B. Winter
PAUL WINTER FINANCIAL STRATEGIES \"Helping to Ensure Your Financial Success\"
- Role
- Financial Services Professional at Sealy
- Location
- Wichita, KS, US
- LinkedIn followers
- 500 followers
About Paul B. Winter
Paul provides individuals and businesses with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth at every stage of life. Here are some key services. RETIREMENT PLANNING: Paul works with you to design and implement a variety of accumulation and retirement-income plans. PERSONAL PLANNING: Through the Advance Planning Group, Paul provides personalized planning to his clients that is specific to their income, risk tolerance, values, and family. ESTATE PLANNING: A well-designed estate conservation plan can help minimize estate tax liability and ensure family protection. ASSET PROTECTION: Numerous financial strategies and retirement income plans that can help you accumulate assets for the future and safeguard asset transfer to children and grandchildren. BUSINESS SOLUTIONS: Funding Buy-Sell Agreements, Key Person Insurance, Succession Planning, Deferred Compensation, and Executive Benefits.DISABILITY & EXTENDED NEEDS: CHARITABLE PLANNING: Paul B. Winter is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and a New York Life Company, 11832 W. Central Avenue, Suite 110B, Wichita, KS. Paul B. Winter is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Neither Paul Winter Financial Strategies, New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Paul Winter Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the knowledge of other customers. These testimonials are no guarantee of future performance or success. Paul B. Winter is not licensed in all jurisdictions.
Experience
Financial Services Professional
Jul 2007 — Present
Paul Winter Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates
Education
Emporia State University
Bachelor of Science, Business
1966 — 1970
The American College
Continueing Education- Financial
2010 — 2012
Kansas State University
Continuing Education- Financial Services
2010
Skills
- Asset Protection
- Multi-Tasking Skills
- Estate Planning
- Marketing
- Life Insurance
- Legacies
- Employee Benefit Supplements
- Time Management
- Investments
- Key Person Protection
- Health Insurance
- Legacy Planning
- Financial Services
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Workshop Facilitation
- Wealth Preservation Planning
- Long Term Care Insurance
- Multi-Generational Planning
- Retirement Planning
- Employee Benefits
- Disability Insurance
- Succession Planning
- 401k Rollovers
- Small Business
- Protection Planning/ Family Security
- Wealth Transfer Strategies
- Thought Leadership
- Insurance
- Communication
- Retirement
- Annuity Sales
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