Bruce Levine, CLU®, ChFC®
Senior Wealth Management Advisor CA License #0B08800
Bruce Levine, CLU, CHFC. With 40 years of experience in the insurance and investment industries, Bruce offers a wealth of experience. Bruce has been honored with several major industry award including: * Millennium Award * Life Member of the Million Dollar Round Table * Life Member of the Leaders Association * Life Member of the Hall of Fame * NAIFA Quality Award Recipient (27 years) * National Sales Achievement Award Recipient * Chartered Life Underwriter * Chartered Financial Consultant Bruce has also been previously recognized with New England Financial's coveted Vanguard Award. This is one of the highest recognition awards requiring outstanding success in sales achievement, retention of business, and the highest quality service. Bruce has established new benefits programs for several school districts in Lake County, improving plan benefits and offering a more cost effective use of premium dollars. Bruce's philosophy has always been: Do what is best for the client, and the client will place his trust in you.