Cassie Walden

I was raised in Weatherford, Texas and went to Texas A&M University. After graduating, I moved to Austin. I really enjoy the Hill Country, but I feel drawn back to my family. In April 2023, I moved to Granbury.

In 2018, I started learning about insurance for Medicare and retirement planning. I quickly developed a love for working with my clients. They make consulting enjoyable and inspire me to keep learning about new insurance options. Insurance is not a one-size-fits-all industry, but luckily I have access to many different insurance providers and products. This allows me to find the best solution for each client's needs.

My services are free, as I am compensated by insurance companies through commissions when I help a client find a policy that benefits them.

I’d love to help you maximize your insurance and see how we can work together to ensure you have what’s right for you, now and for years to come. 

QUESTIONS? LET’S CHAT.

TESTIMONIALS

  • "She really does this work well and has a very good skill set both professionally (as she knows her stuff) and personally as she demonstrates authentic caring."

    — Keith Morris

  • "I learned So many small things I didn't know about retirement and Medicare. Like how to calculate funds needed to retire and when to register for Medicare."

    — Charla Wells

  • I have recommended Cassie to all my friends who are turning 65. As an independent advisor, she made getting on Medicare and supplements so much easier. She does the research, makes recommendations based on individual needs, and walks her clients through the process. And, best of all, she follows up each year to see if people want to make any changes. She is fabulous, friendly, and very helpful.

    -Dianne King

Product portfolio

Medicare:

  • Medicare Supplement Plan (Medigap)

  • Medicare Advantage Plans

  • Prescription Drug Plans

  • Dual Medicare Medicaid Plans

Annuities:

  • Fixed Rate Annuities

  • Fixed Indexed Annuities

Life Insurance:

  • Final Expense Plans

  • Term Insurance

  • Indexed Universal Life

  • Guaranteed Universal Life

  • Whole Life

  • Children’s Life Insurance

  • Life Insurance with LTC Rider

Recovery and Long Term Care:

  • Short Term Home Care

  • Short Term Nursing Facility Care

  • Traditional Long Term Care Plans

  • Whole Life with Long Term Care Rider

  • Annuity with Long Term Care Rider

Group Insurance

Health Care through the Market Place

Ancillary Health:

  • Cancer Plans (Lump sum and Schedule)

  • Dental Plans

  • Vision Plans

  • Disability Insurance (Short and Long Term)

  • Hospital Indemnity Plans

  • Critical Illness Plans

  • Accident Plans

My advising process

RELATE

It all starts with getting to know my clients and learning their situation, goals and priorities.

educate

Next, we’ll review where insurance can provide solutions to meet those goals.

RE-evaluate

The last step is an on going relationship. We will continually review and educate as life changes.