About Us

Bruce Frank is a Financial Adviser, representing primarily New York Life.  He is a life and qualifying member of the Million Dollar Round Table.  A Presidents' Council agent of New York Life 1998,1999, 2006 & 2014 (Top 10% of New York Life agents)

Bruce is licensed to offer insurance in Arizona, Illinois, Texas, California, Colorado, Idaho and Washington.

Bruce is also a Financial Adviser with Eagle Strategies LLC, A Registered Investment Adviser and indirect, wholly owned subsidiary of New York Life Insurance Company.

Eagle Strategies LLC provides investment advisory services-ranging from separately managed portfolios of stock and bonds to mutual fund advisory accounts.  In his capacity as financial adviser, Bruce can offer these services to clients in Arizona, California, Colorado, Idaho and Illinois.

New York Life Insurance Company, a fortune 100 company, is one of the largest mutual insurance companies in the United States and the world.  Founded in 1845 with headquarters in New York City, New  York.

Bruce is also a member of the National Association of Insurance and Financial Advisors.  He works in the community as a member of the Fiesta Bowl Committee

Bruce graduated from Drake University with a bachelor's degree in Journalism.  

Bruce has specialized over the past 32 years in the use if life insurance in retirement planning, business generational planning,and estate planning

"Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.  Bruce has qualified once for Top Of the Table and four times for Court Of the Table

In addition to being an agent with New York Life Insurance Company, Bruce is also a registered representative for NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency 14850 North Scottsdale Road Suite 400 Scottsdale, AZ  85254, (480) 840-2000, licensed to offer securities products to individuals in the states of IL, AZ, CO, ID and CA.

CA Insurance License #0690393

Calculators

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Current Retirement Savings

    Are my current retirement savings sufficient?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

Newsletters

  • Coping with a Labor Shortage

    As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.

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