Wallace Colligan

SVP Insurance Wealth Advisor at Southport Compass

Role: SVP Insurance Wealth Advisor at Southport Compass
Location: Bristol, CT, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Wallace Colligan

I partner with wealth advisors as a resource for advanced insurance planning solutions…

Experience

SVP Insurance Wealth Advisor
Southport Compass
Jun 2023 — Present · Southport, CT, US

Skills

Series 6
Insurance
Term Life Insurance
Series 63
Relationship Management
Product Marketing
Variable Life
Insurance Planning
Long Term Care Insurance
Life and Health
Fixed Annuities
Variable Annuites
Email Marketing
Retirement Planning
Life Insurance

Contact information

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Work email
w••••••••@southportcompass.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••04

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Current company

Southport Compass

Insurance · 5 employees · Founded 2016 · Southport, Connecticut, United States

Southport Compass partners with insurance carriers, financial institutions, and advisors to plan and execute strategies that address client wealth transfer and risk management goals. We assess, navigate and execute advanced planning strategies for personal and business clients, managing all aspects involving insurance products. At Southport Compass, we maintain a client-focused approach that balances effective planning strategies with practical implementation, providing expertise in financial underwriting, including taxation, trust planning, premium financing, review of complex and unique insurance planning arrangements, and customized product designs. Our team is comprised of advanced planning attorneys and case design specialists with extensive experience in management, sales, underwriting, and operations roles at major insurance carriers.

southportcompass.com

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