Bert Wallace

Q: What is Bert Wallace email address?

Email Bert Wallace at bert.wallace@familyfirstlife.com. This email is the most updated Bert Wallace email found in 2026.

Q: How to contact Bert Wallace?

To contact Bert Wallace send an email to bert.wallace@familyfirstlife.com. (updated on October 23, 2024)

Agency Owner at Infinite Financial Solutions | Greater Phoenix Area

About Bert Wallace

Bert Wallace, as the Agency Owner at GraceGuard Financial, exemplifies a non-confrontational sales specialist dedicated to fostering meaningful client relationships through insightful conversations and tailored financial solutions. With a focus on mortgage protection life insurance, final expense life insurance, and comprehensive retirement planning, Bert leverages his extensive expertise to guide clients toward sustainable financial futures. His approach is rooted in understanding each client's unique needs, allowing him to craft personalized strategies that encompass universal life policies and fixed index annuities.

At GraceGuard Financial, Bert is currently spearheading several key projects aimed at enhancing client education and engagement. By organizing workshops and seminars, he empowers clients with knowledge about the intricacies of life insurance options, retirement savings plans, and the importance of effective insurance planning. His collaboration with multiple insurance carriers, including Americo and American Amicable, ensures that clients receive a diverse range of products tailored to their specific financial goals.

Bert's skills in financial planning, portfolio management, and retirement income strategies position him as a trusted advisor in the industry. He is particularly adept at navigating the complexities of 401(k) retirement savings plans and Individual Retirement Accounts (IRAs), helping clients maximize their investment potential. Through his commitment to continuous learning and knowledge absorption, Bert not only enhances his own expertise but also enriches the financial literacy of those he serves, ultimately leading them toward a more secure and prosperous future.

Bert Wallace Work