Wallace Colligan
Wallace Colligan specializes in individual and business insurance planning with a focus on case design, product evaluation, and tax management strategies. With over 20 years of industry experience, he collaborates closely with insurance companies, financial institutions, attorneys, tax professionals, and wealth managers to develop tailored solutions that meet each client’s unique needs.
Wallace’s extensive background spans operations and product expertise in insurance, annuities, long-term care, and disability planning. He has held roles in sales and operations with major carriers including Prudential, ING, MetLife, and AXA. Wallace holds Series 6, 63, and Life & Health licenses, bringing a comprehensive understanding of the insurance landscape.