Bruce Shay - Mutual of Omaha
Bruce Shay
Contact me today for a free consultation
States Insurance Licensed:
AZ, CA, IL, MI, NM, NC, TX
State Insurance License Number (CA):
4389992
Address:
3200 East Camelback
Suite 190
Phoenix, AZ 85018
US

With over 23 years of experience in risk and financial services, I bring a wealth of knowledge to my clients at Mutual of Omaha. I specialize in insurance-based financial strategies, focusing on health protection, wealth protection, and wealth accumulation. My approach is holistic and solution-oriented, ensuring that my clients receive personalized guidance tailored to their specific goals.
What sets me apart is my ability to truly listen. I take the time to understand your objectives, hear your concerns, and assess your risk tolerance. Listening sets the stage for an open dialog that establishes trust and repsect. I don't offer products—I offer solutions that fit your life.
Outside of work, I'm a father of two adult children and a proud grandfather. My granddaughter lives in the beautiful mountains of Western North Carolina. I enjoy spending time outdoors exploring state and national parks. The outdoors is a great plance to contemplate my study of world religions in a effort to foster unity among all people.
I'm readily available for informal conversations to comprehensive financial planning. I will meet you where you are on your financial journey with care and understanding.

Bruce Shay - Mutual of Omaha
Contact me today for a free consultation

Bruce Shay

With over 23 years of experience in risk and financial services, I bring a wealth of knowledge to my clients at Mutual of Omaha. I specialize in insurance-based financial strategies, focusing on health protection, wealth protection, and wealth accumulation. My approach is holistic and solution-oriented, ensuring that my clients receive personalized guidance tailored to their specific goals.
What sets me apart is my ability to truly listen. I take the time to understand your objectives, hear your concerns, and assess your risk tolerance. Listening sets the stage for an open dialog that establishes trust and repsect. I don't offer products—I offer solutions that fit your life.
Outside of work, I'm a father of two adult children and a proud grandfather. My granddaughter lives in the beautiful mountains of Western North Carolina. I enjoy spending time outdoors exploring state and national parks. The outdoors is a great plance to contemplate my study of world religions in a effort to foster unity among all people.
I'm readily available for informal conversations to comprehensive financial planning. I will meet you where you are on your financial journey with care and understanding.

States Insurance Licensed:
AZ, CA, IL, MI, NM, NC, TX
State Insurance License Number (CA):
4389992
Address:
3200 East Camelback
Suite 190
Phoenix, AZ 85018
US

Build and Protect Your Kingdom

I'm here to help you build and protect what matters most

As a financial advisor with Mutual of Omaha Insurance Company (Mutual of Omaha) and Mutual of Omaha Investor Services, I work to provide strategic planning and implementation services for:

  • Health protection
  • Wealth protection
  • Wealth accumulation
  • Estate planning
  • Tax planning
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we will enter this information into state of the art software that will create a personal balance sheet, personal income statement, and a baseline analysis to identify risks and probabiiity of meeting goals. You will have access to this tool throughout the process.
3
We will run iterations on the baseline that fine tunes your strategy, fills gaps, and mitigate risks. You will receive a final set of recommendations based on the agreed iteration where we can then make an implementation plan.

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Listening to our customers for more than 100 years

The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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