J. Darren Wallace
Financial Services Professional @New York Life
Scottsdale, AZ, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Mar 2004 — Present
Financial Services Professional @New York Life
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Scottsdale, AZ, US
Agent licensed to sell insurance through New York Life Insurance Company.
EDUCATION
N/A
Dale Carnegie Trainng
Public Speaking, Leadership Development, Sales Training
1983 — 1986
Oregon State University
Bachelor of Science (BS), Minor in Advertising, Business Marketing
SKILLS
Disability InsuranceVariable AnnuitiesCollege Savings PlansSeries 63Permanent Life InsuranceDefined Benefit PlansLicensed Life Insurance AgentLife InsuranceFinanceIndividual Health InsuranceSmall BusinessEmployee BenefitsRetirement529 College Savings PlansLegacy PlanningUniversal Life InsuranceAsset AllocationMutual FundsRoth IraRisk ManagementLong-Term Care InsuranceKey Person InsuranceIrasBuy-Sell AgreementsPension MaximizationGifting StrategiesMulti-Generational Wealth TransferRetirement PlanningSupplements to Employee BenefitsWorkshop FacilitationWealth Preservation PlanningLifetime Income StrategiesRetirement Plan ConsultingQualified Retirement PlansWealth401k RolloversSeries 6Term Life InsuranceBusiness Insurance Planning401k
ABOUT J. DARREN WALLACE
I offer a variety of products that can help you meet a number of insurance and financial…
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