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Walter Derrick

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(919) 355-7001(919) 355-7001
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Walter DerrickInsurance Sales Representative, Cary, NC

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Meet Walter Derrick
licensed in
NC

Walter Derrick, Bankers Life Agent in Cary, NC

Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(919) 466-9706(919) 466-9706
Direct Phone:
(919) 355-7001(919) 355-7001
Cell Phone:
(919) 601-1974(919) 601-1974
walter.derrick@bankerslife.com
Branch Info
125 Edinburgh S Drive
Ste 306
Cary, NC 27511
US
Hours
Day of the WeekHours
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

Products & Services Offered in Cary, NC

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
    Explore
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    Explore

Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.

Forget Me Not Days

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Explore Medicare Advantage

You have many choices when it comes to Medicare – Let us help you compare Medicare Advantage plans to find the right coverage for you. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B.


Let's Talk About Your Plans for Long-Term Care!

As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

Reviews

Customer Reviews for Cary, NC

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(67 Reviews)
  • Teresa S
    June 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Layne was timely in responding to my request for assistance in finding affordable insurance coverage to go with Medicare. She is very knowledgeable about the different options and helped me to select a good option for my needs.
    Layne was timely in responding to my request for assistance in finding affordable insurance coverage to go with Medicare. She is very knowledgeable about the different options and helped me to select a good option for my needs.
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  • Catherine C
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She is so knowledgeable and energetic about her job! She taught me so much about Medicare that I didn’t know. Her expertise was so welcoming!
    She is so knowledgeable and energetic about her job! She taught me so much about Medicare that I didn’t know. Her expertise was so welcoming!
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  • Ella B
    June 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable, great attitude, easy to talk to
    Very knowledgeable, great attitude, easy to talk to
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  • Stanley P
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mr. Harris is a detailed individual. He makes sure all questions are answered. If you have a “look” of uncertainty on your face, he reads that expression and makes every effort to answer that question(s).
    Mr. Harris is a detailed individual. He makes sure all questions are answered. If you have a “look” of uncertainty on your face, he reads that expression and makes every effort to answer that question(s).
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  • Robbin M
    June 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Thanks so much
    Thanks so much
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  • Connie H
    May 30, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very nice thanks
    Very nice thanks
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  • Dan N
    May 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Upfront and honest. Made everything very clear and understandable.
    Upfront and honest. Made everything very clear and understandable.
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  • Maria M
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike was very personable and new what I was needing. He listened and explained everything.
    Mike was very personable and new what I was needing. He listened and explained everything.
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  • Hope B
    April 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She is always available for any questions l have in regards to my policies.
    She is always available for any questions l have in regards to my policies.
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  • Tracy S
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great job. Everything was explained to me in easy-to-understand terms. Mr. Issac and Mr. Brown let me know all my options, and they seemed very knowledgeable about everything.
    Great job. Everything was explained to me in easy-to-understand terms. Mr. Issac and Mr. Brown let me know all my options, and they seemed very knowledgeable about everything.
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  • Ethel V
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She was Awesome !
    She was Awesome !
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  • John C
    April 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike was a New agent but very good to work with . Every thing has flowed well .Thanks
    Mike was a New agent but very good to work with . Every thing has flowed well .Thanks
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  • Ethel V
    April 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great
    Great
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  • Bryon C.
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Management is very supportive. Training is high level. Great career to gain life skills.
    Management is very supportive. Training is high level. Great career to gain life skills.
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  • Nicki S
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Bryon was very knowledgeable and professional. I would highly recommend him.
    Bryon was very knowledgeable and professional. I would highly recommend him.
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  • Cheryl K
    March 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent service! Mr. Evan King took the time to make sure that we understood everything. He was wonderful to work with, and I highly recommend him. I look forward to working with him more in the future.
    Excellent service! Mr. Evan King took the time to make sure that we understood everything. He was wonderful to work with, and I highly recommend him. I look forward to working with him more in the future.
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  • Daniel A
    March 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Displays high professionalism, provides prompt answers to all my questions, and demonstrates great patience.
    Displays high professionalism, provides prompt answers to all my questions, and demonstrates great patience.
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  • Tony M
    February 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My experience has been and continues to be very positive. She is a good listener and has given me excellent advice.
    My experience has been and continues to be very positive. She is a good listener and has given me excellent advice.
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  • Laura E
    January 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I am planning to retire in a few short months. Dillon was professional yet compassionate in listening to my plans and concerns about applying for medicare, and having available funds to fund my new financial life style.
    I am planning to retire in a few short months. Dillon was professional yet compassionate in listening to my plans and concerns about applying for medicare, and having available funds to fund my new financial life style.
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  • Joseph W
    January 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful personality, very knowledgeable in her field. She is just a genuine kind , sweet person.
    Wonderful personality, very knowledgeable in her field. She is just a genuine kind , sweet person.
    Read More
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Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

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Seniors discussing Medicare enrollment options with advisor.
When to Sign Up for Medicare If You’re Still Working at 65
"Turning 65 is a significant milestone, not just for making another trip around the sun but also for unlocking Medicare eligibility. As the federal health program for more than 68.5 million Americans, Medicare is a vital component of retirement planning.",You must pay a premium: Compare the costs and benefits of your employer plan versus Medicare to determine which makes the most sense for you.,"You contribute to a Health Savings Account (HSA): Once enrolled in any part of Medicare, you can no longer contribute to an HSA.","If your employer has 20 or more employees, you can delay Part B without a penalty and use your employer’s coverage as your primary. Most people enroll in premium-free Part A but skip Part B to circumvent paying the premium.","If your employer has fewer than 20 employees, consider signing up for Medicare Parts A and B, making your employer’s coverage secondary. Failure to enroll on time may result in gaps in coverage and penalties.",Medicare Part D (Prescription) can be delayed without penalty if your employer provides creditable coverage.,"Medicare Part C (Medicare Advantage) is an all-in-one alternative to original Medicare. Part C offers the benefits of Parts A and B, along with additional services, including prescription, dental, vision, and hearing care. Using Part C with an employer’s plan can lead to overlaps or conflicts of coverage.","Medicare Supplement, also known as Medigap, helps cover deductibles, coinsurance, and other out-of-pocket expenses. However, Medigap only works with Medicare Parts A and B, not your employer’s coverage. In other words, you can’t use Medigap if Medicare isn’t your primary insurance. Learn more about Medicare Supplement Insurance.","The Qualified Medicare Beneficiary program helps cover Part A and Part B premiums, deductibles, coinsurance, and copayments.",The Specified Low-Income Medicare Beneficiary program helps pay for Part B premiums. You must have Part A and Part B to qualify for this program.,Qualifying Individual programs help pay for Part B premiums.,The Qualified Disabled and Working Individual program helps pay for Part A premiums only for specific individuals with disabilities.,"The Extra Help (Low-Income Subsidy) program helps reduce Part D premiums, deductibles, and copays and may eliminate late-enrollment penalties.",Part B Penalty: A 10% increase for every 12 months you delay.,Part D Penalty: A 1% increase for each month you go without creditable drug coverage.,Online at ssa.gov/medicare.,By phone at 1-800-772-1213.,In person at your local Social Security office.,Initial Enrollment Period: Three months before and after your 65th birthday month.,Special Enrollment Period: If you’re coming off employer coverage.,General Enrollment Period: January 1–March 31 each year. Coverage starts July 1. Late penalties may apply if you delay enrollment without creditable coverage.
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Finding Balance: How Financial Therapy Can Transform Your Money Mindset
Managing money can be a significant source of stress in life. For some, a simple tweak in their budget can bring clarity and stability. For others, financial challenges may stem from more complex issues, such as changes in financial circumstances, unhealthy spending habits, or emotional barriers. These difficulties can also impact relationships with partners and hinder progress toward achieving financial wellness. Moreover, our cultural background, religious beliefs, and gender identity often shape how we perceive and interact with money.
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A woman hugs her friend who has Alzheimer's disease.
Caring Through Connection: Helping a Friend with Alzheimer’s
Alzheimer’s disease affects nearly 7 million people in the U.S., and by 2050, it’s expected that number will rise to 13 million. If your friend is among them, it can be incredibly challenging to maintain your bond as the disease progresses. Watching someone you care about struggle with memory loss and cognitive decline is difficult, but there are ways to stay connected and provide meaningful support.
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Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
Act Now For Your Free No-Obligation Quote