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Disclosure

James Wallace is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0E46214), CO, FL, GA, IA, ID, IN, MA, MI, MN, MO, MT, NC, ND, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, James Wallace is licensed and authorized to offer insurance in California, but WILD OLIVE INSURANCE AND FINANCIAL SERVICES, LLC may not be. For additional information on California licensure status, please click here.

James Wallace is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5425 E Bell Rd Ste 111, Scottsdale, AZ, 85254, 480-641-6190. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IN, MN, MO, MT, NC, ND, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

WILD OLIVE INSURANCE AND FINANCIAL SERVICES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither WILD OLIVE INSURANCE AND FINANCIAL SERVICES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • About J Darren Wallace
    • Retirement Planning & Legacy
    • Business Owners
    • A Child in Grief
    • LifeFolio Checklist
  • Products & Services
    • Products
    • Advanced Planning Resources
    • Business Solutions
  • Resources
    • Calculators
    • Articles
    • Life Stages
    • Videos
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

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