Bryan Wulz, CLU®, ChFC®, CASL®, RHU®, REBC®
New York Life Agent Bryan Wulz is a financial professional whose mission is to help people plan for their future by helping to build, protect and preserve wealth. For more than 39 years, Bryan has earned an outstanding reputation assisting individuals and businesses identify problems, and develop customized solutions utilizing innovative and appropriate insurance and financial products.
Prior to becoming a financial services professional, Bryan earned a BA and MBA from the University of Wisconsin in Milwaukee. Bryan then worked in the private business sector for several years before becoming a New York Life agent. Bryan is a Registered Representative for NYLIFE Securities LLC as well as a Financial Adviser with Eagle Strategies LLC offering Financial Planning and Investment Advisory Services to his clients.
Bryan is very involved in his community and has been a supporter of the Jack & Jill Late Stage Cancer Foundation and the New York Life Foundation.
If you’d like to schedule a time to meet with Bryan, please click here to email him.
Professional Credentials and Designations
Agent of the Year 2009, Greater Atlanta G.O.
Bachelor of Arts (Economics), University of Wisconsin - Milwaukee
MBA, University of Wisconsin - Milwaukee
Chartered Life Underwriter® (CLU®), The American College
Chartered Financial Consultant® (ChFC®), The American College
Chartered Advisor for Senior Living® (CASL®), The American College
Registered Health Underwriter® (RHU®), The American College
Registered Employee Benefits Consultant (REBC®), The American College
Member, American Association for Long Term Care Insurance
Million Dollar Round Table (MDRT) Qualifying and Life Member*
Million Dollar Round Table (MDRT) 2007 Top of the Table Member
Million Dollar Round Table (MDRT) 2007 Court of the Table Member
Million Dollar Round Table (MDRT) 2009 Court of the Table Member
Million Dollar Round Table (MDRT) 2023 Court of the Table Member
Learn More About Bryan’s Designations
Chartered Life Underwriter® (CLU®) - The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.
Chartered Financial Consultant® (ChFC®) - The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.
Chartered Advisor for Senior Living® (CASL®) - CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.
Registered Health Underwriter® (RHU®) - The RHU® designation is one of the few credentials focused exclusively on health insurance, incorporating aspects of both group and individual programs. The curriculum covers the most current information on a full range of benefits laws, including COBRA, ERISA, and HIPAA.
Registered Employee Benefits Consultant (REBC®) - The REBC® designation is designed for specialists in the complex field of employee benefits. The program covers pensions, retirement plan funding, group medical plans, long-term care, executive compensation, personnel management, and other benefit programs.
Community Involvement
New York Life Foundation
Bryan served on the Community Impact Grants Committee for the New York Life Foundation for three years. The Committee reviewed qualifying organizations and chose those that were most in need. All the qualifying organizations were designed around helping children in general and many times children in very difficult circumstances.
Jack and Jill Late Stage Cancer Foundation
Bryan volunteered with the Jack and Jill Late Stage Cancer Foundation (JAJF), an organization that works with children from families in which the one of the parents is diagnosed with a life-threatening cancer. JAJF works with these families to help them create lasting and indispensable memories that they can cherish for years to come, even after their family member has passed.
