Katie Walton, Licensed Agent with New York Life

Katie Walton, Licensed Agent with New York Life Insurance broker protecting your family & futures. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Neither 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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.
595 E. Swedesford Road, Suite 300, Wayne, PA 19087

Are you still walking around underinsured? Don’t do that to your family. ♥️ Free needs analysis appointments with yours ...
05/16/2022

Are you still walking around underinsured? Don’t do that to your family. ♥️ Free needs analysis appointments with yours truly happening this week.

No matter what changes you have in your career, your individual disability insurance policy is there to help ensure ther...
05/11/2022

No matter what changes you have in your career, your individual disability insurance policy is there to help ensure there are no gaps in coverage, and can supplement and support any coverage you have at work.

While you may be young and healthy now, the future isn’t guaranteed. How long would you be able to meet your monthly exp...
05/09/2022

While you may be young and healthy now, the future isn’t guaranteed. How long would you be able to meet your monthly expenses if you couldn’t work due to a disabling sickness or injury? Disability insurance is there to replace a portion of your paycheck if you were sick or injured and unable to work.

That’s why having an individual disability insurance policy is so important!
05/05/2022

That’s why having an individual disability insurance policy is so important!

Think life insurance costs too much? I know I spend more than my life insurance premium at Target just in one trip... an...
05/03/2022

Think life insurance costs too much?

I know I spend more than my life insurance premium at Target just in one trip... and I also know Target isn't going to be there for my family when I pass away, but New York Life will be.

Reach out to schedule your free consultation and quote with me today. Let's secure a financial plan for your family's future.

email: [email protected]
call/text: 484-723-3660

Are you on track for retirement? Would you like to learn strategies to save even more? Please join us for an informative...
03/31/2022

Are you on track for retirement? Would you like to learn strategies to save even more?
Please join us for an informative webinar, “Understanding your IRA Opportunities” on April 7, 2022 at 2 p.m.
You’ll hear from retirement experts to learn how supplement your current savings, gain access to a potentially wider range of investment options, take advantage of tax-deferred growth, and more.
Click here to register today. https://nylife.zoom.us/webinar/register/WN_4XoQL5JYRX-XkcNjNJmLIw

03/24/2022
These five tips can help you step outside of your comfort zone to maximize your growth and success, in your personal and...
03/14/2022

These five tips can help you step outside of your comfort zone to maximize your growth and success, in your personal and professional life.

Growth happens quickest when you step outside of your comfort zone. This applies to both your professional and personal life, so it’s important to find ways to step outside of it on a regular basis.

Quick Read
01/24/2022

Quick Read

It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

When Sarah Mathews Dixon’s husband died suddenly from a heart arrhythmia, her world was turned upside down. But with his...
01/18/2022

When Sarah Mathews Dixon’s husband died suddenly from a heart arrhythmia, her world was turned upside down. But with his life insurance benefits, she was able to keep living as normal a life as possible. Watch their full story here

For Sara Mathews Dixon, life insurance has meant she and her three children don't have to worry financially while grappling with the sudden loss of their husband and father from a heart arrhythmia.

01/18/2022

Due to , many Millennials have reported saving more thanks to fewer daily expenses. Still, most lack confidence in knowing how to achieve their financial goals. Read the latest findings in New York Life's Wealth Watch survey, and let's talk.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Address

Chester Springs, PA
19425

Website

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