Director of Operations & Underwriting
Wanda J. Ballard, CLU
As Director of Operations Wanda is responsible for the daily oversight and operational leadership of AUCTORIS. This includes working in conjunction with the firm’s leadership to pursue our strategic initiatives, as well as assisting our team of dedicated, experienced professionals in delivering customized asset 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.
Wanda is a Colorado native and enjoys the healthy and active lifestyle that this beautiful state offers. Wanda is also a volunteer foster for Colorado Puppy Rescue, a no-kill, non-profit animal rescue that specializing in very young puppies and their mothers. She encourages everyone to save a life and adopt your next pet.
Wanda holds the Chartered Life Underwriter (CLU) designations from The America Career College and a Bachelor of Science Degree from Colorado State University. She also has a Colorado Life, Health & Variable License and FINRA Series 6 and 63 securities registrations.
Wanda can be reached at: Wanda.Ballard@Auctoris.com
our dedication to clients
Life Underwriting
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 qualified 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.
For questions about our services or underwriting, please contact Wanda.
Disclosures
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA’s BrokerCheck
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0B71087
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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