5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | firstname.lastname@example.org
As Chief Operating Officer, Wanda is responsible for the daily oversight and operational leadership of AUCTORIS. This includes working in conjunction with the company’s Principals to pursue our strategic initiatives, as well as assisting our team of dedicated, experienced professionals in delivering customized wealth preservation strategies for our clients.
Should insurance be part of your strategy to create, preserve or perpetuate wealth, Wanda will act as your advocate with the insurance carriers. She understands how to navigate an application through underwriting successfully and efficiently. We know the insurance companies’ strengths as well as how to package, present and negotiate the appropriate coverage for you. We streamline the underwriting process by gathering, evaluating and addressing any issues that might impact underwriting including medical impairments, avocations, aviation and foreign travel before submitting to selected qualify companies. We believe our controlled underwriting process offers better results, faster turnaround and puts you, not the insurance company in control. The carriers compete to earn your business and only when an offer fits into your overall plan is formal application submitted with a insurance exam. Our services do not end with the issuance of a insurance policy. We consider ongoing policy service to be a crucial part of our long-term commitment to you.
Wanda is a Colorado native and continues to enjoy the active and health lifestyle that this beautiful state offers. She graduated from Colorado State University with a Bachelor of Science degree. Wanda holds FINRA Series 6 and 63 registrations as well as a Colorado Life, Health & Variable license.