Leslie Wallace, Licensed Agent with New York Life

Leslie Wallace, Licensed Agent with New York Life Contact me to help you fully analyze your financial & insurance needs. I am not licensed in all jurisdictions.
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I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

3000 Bayport Dr Suite 1100
Tampa, Fl 33607

09/10/2026

Life insurance can create breathing room when a family is facing the unimaginable. For Racquel Pleasants, it provided a financial security blanket that helped her focus on her children and continue the life she and her husband had dreamed of.

Consider what financial flexibility would mean for your family.

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting th...
09/08/2026

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other ta...
09/04/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and f...
09/03/2026

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and future plans all help shape the right protection strategy. Life insurance works best when it is considered as part of the whole financial picture.

Schedule time to review how protection fits into your broader plan.

I recently had the realization that I moved to Florida 25 years ago this month and I've been in Tampa for 10 now! (I don...
09/02/2026

I recently had the realization that I moved to Florida 25 years ago this month and I've been in Tampa for 10 now! (I don't know how that's possible, because I'm not that old😆) How long have you lived here?

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.
09/01/2026

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this...
08/31/2026

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this week’s Wealth Wise column, including resources that may help with the financial demands of caregiving.

You don't necessarily have to quit your job to care for an aging parent, but the financial rules can be complicated.

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3000 Bayport Drive Suite 1100
Houston, TX
33607

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