Mark Walters, Agent with New York Life

Mark Walters, Agent with New York Life As a New York Life Agent I help my clients to crystallize their financial future. I am not licensed in all jurisdictions. CA ins lic #4129877.

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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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.

5909 Peachtree Dunwoody Road
Building D, Suite 1100
Atlanta, GA 30328

Did you know it's possible to get life insurance without a medical exam? Before you forgo the exam, however, click here ...
04/16/2022

Did you know it's possible to get life insurance without a medical exam? Before you forgo the exam, however, click here to learn the pros and cons and reach out if you want to discuss your options together.

Discover what life insurance without a medical exam means within context of insurance and other financial products. This could be a beneficial option for you.

What are living benefits? Learn why a life insurance living benefits rider can be a beneficial option for you or your lo...
04/13/2022

What are living benefits? Learn why a life insurance living benefits rider can be a beneficial option for you or your loved ones. If you need any help, let's chat.

Life insurance with living benefits can help make the insured’s remaining time as comfortable and dignified as possible. Learn more about living benefits today.

A financial expert shares the lessons she learned from her money fails and how she recovered to build the financial life...
04/10/2022

A financial expert shares the lessons she learned from her money fails and how she recovered to build the financial life of her dreams.

You don’t have to be perfect to get rich—and I’m proof! Here’s what I’ve learned from a lifetime of money fails.

What are life insurance policy riders? Click here to learn about the six common types of riders, and when you have a mom...
04/10/2022

What are life insurance policy riders? Click here to learn about the six common types of riders, and when you have a moment, let's discuss how the additional benefits can help you meet your financial goals.

A life insurance policy rider can help customize life insurance coverage by providing additional benefits. Learn more about the six most common types of riders.

If you reached age 72 after June 30, 2021, but before January 1, 2022, you could avoid the IRS excise tax for excess acc...
04/08/2022

If you reached age 72 after June 30, 2021, but before January 1, 2022, you could avoid the IRS excise tax for excess accumulation in your traditional IRA account by taking your required minimum distributions (RMD) before the deadline.

If you miss your RMD deadline, you owe the IRS an excise tax of 50% of your RMD shortfall. For example, if your RMD for 2021 is $10,000 and you withdrew only $5,000 by the deadline, you will owe the IRS an excise tax of $2,500 ($10,000-$5,000) x 50%.

If you’ve put off saving for retirement until now, this article shares ways you can switch gears to saving to avoid beco...
04/07/2022

If you’ve put off saving for retirement until now, this article shares ways you can switch gears to saving to avoid becoming overwhelmed.

You haven't missed your chance to save for retirement just because you've gotten older.

What is whole life insurance? Reach out and I'll fill you in on the lifetime coverage, fixed premiums, and guaranteed be...
04/07/2022

What is whole life insurance? Reach out and I'll fill you in on the lifetime coverage, fixed premiums, and guaranteed benefits of whole life insurance. .

What is whole life insurance? Learn more about whole life insurance quotes and how these types of policies work with New York Life.

What is the difference between whole life and universal life insurance? Click here to learn more.
04/04/2022

What is the difference between whole life and universal life insurance? Click here to learn more.

Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.

Did you know a beneficiary can be a non-family member, a trust, a charity, or an estate? This , learn more about choosi...
04/01/2022

Did you know a beneficiary can be a non-family member, a trust, a charity, or an estate? This , learn more about choosing a life insurance beneficiary and reach out if you need any help.

Learn more about the importance of a designated beneficiary on your whole life insurance policy and why working with a New York Life agent may benefit you.

This year, the IRS will start accepting 2021 tax returns on January 24, 2022. Learn more about other important tax due d...
02/27/2022

This year, the IRS will start accepting 2021 tax returns on January 24, 2022. Learn more about other important tax due dates and deadlines, in this article.

If you're an early bird when it comes to filing your tax return, you won't have to wait much longer before the IRS will accept your return.

If you receive a Form 1099 from the IRS, don't ignore it. Take a look at what you need to know about filing these critic...
02/25/2022

If you receive a Form 1099 from the IRS, don't ignore it. Take a look at what you need to know about filing these critical tax forms.

Don't assume you're off the hook for reporting income if you don't receive a Form 1099 by February or even March. Some companies issue Forms 1099 late. Even if you never receive a Form 1099, if you receive income, you must report it.

The more time you devote to a goal, the more success you will have. Need a little help getting started? Pencil me in for...
02/10/2022

The more time you devote to a goal, the more success you will have. Need a little help getting started? Pencil me in for a call, and we can discuss ways you can help improve your financial future.

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.

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Duluth, GA
30097

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