Wallace Colligan
Wallace specializes in individual and business insurance planning with areas of expertise in case design, product evaluation and tax management strategies. He partners with Insurance Companies, Financial Institutions, Attorneys, Tax Professionals and Wealth Managers to tailor client specific solutions. Wallace has over 20 years of industry experience with a background in operations and products including insurance, annuity, long term care and disability planning. He has sales and operations experience and has worked with major insurance carriers such as Prudential, ING, MetLife and AXA. He is series 6, 63, and Life and Health licensed.