Ira Wallace has been in the financial services industry since 2002. Since that time, he has presented countless workshops and assisted hundreds of individuals, families and business owners to achieve their financial goals.
In addition to being a Medicare specialist, Ira focuses on retirement planning. He uses simple, straightforward strategies that guarantee principal protection, a reasonable rate of return over time, guaranteed income, and conservative strategies to take advantage of market opportunities as they present themselves. His determination in helping clients design income producing tax strategies, promote wealth accumulation accounts, and implement tax-free distribution options has made him a valuable and trusted advisor.
Ira and his wife, Elaine, work together in serving their clients as licensed agents. They have two happily married daughters and boast of three grandchildren.
about ira Wallace and senior assist
Senior Assist
"It's Your Move...Choose Wisely"
Ira is available to assist with numerous financial services, specifically, the preservation of assets with safe money roll-over choices. Areas of focus include:
- Medicare Supplement Insurance Plans
- Medicare Advantage Plans
- Qualified and Non-qualified accounts
- Single Premium Immediate Annuities (SPIAs)
- Fixed annuities
- Life insurance
- Indexed Universal Life insurance
- Long Term Care insurance
- Final Expense policies
"My clients all know the end result they're looking for. They all have unique sets of goals in achieving their financial independence and retirement choices. It is my job to listen and see that they are reached in an ethical manner" - Ira Wallace
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