Tristan Cruz, Agent with New York Life Insurance Company

Tristan Cruz, Agent with New York Life Insurance Company Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA, SIPC), a Licensed Insurance Agency.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and New York Life Company.

3600 Minnesota Dr. Suite 100, Edina, Minnesota 55435
Text: 651-350-0950
Office: 952-897-5000

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. I am not licensed in all jurisdictions. 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.

Textbooks, tuition, room and board… even late-night pizza runs. College costs add up fast. The right savings strategy ca...
09/18/2025

Textbooks, tuition, room and board… even late-night pizza runs. College costs add up fast. The right savings strategy can make it manageable. When it comes to paying for college, this article offers some great guidance and tips:
https://nyl.co/4pLR2qr

Let’s talk—I can help you find the approach that works specifically for your college savings goals.

09/08/2025

September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.

What are some positive habits that help you excel in life?
09/02/2025

What are some positive habits that help you excel in life?

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to...
08/22/2025

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to stay on track without missing out on the fun. From guilt-free budgeting to smart tech tips, these strategies can help you enjoy summer and protect your wallet. Check them out:
https://bit.ly/3HztsMf

Need help creating a plan that works for real life? Reach out any time and let’s talk.

You’re not alone – and you don’t have to figure it out alone, either. From auto-pay hacks to smart grace period moves, t...
07/17/2025

You’re not alone – and you don’t have to figure it out alone, either. From auto-pay hacks to smart grace period moves, there are surprising strategies that can make a real difference in how you manage your student debt. Check out these tips:
https://bit.ly/4eUjKjN

Need help figuring it all out? Let’s talk.

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!
07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’...
06/26/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/3G6YaeX to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

Your finances vs. the headlinesMoody’s just lowered its outlook on the U.S. credit rating. Headlines like this can feel ...
06/26/2025

Your finances vs. the headlines
Moody’s just lowered its outlook on the U.S. credit rating. Headlines like this can feel unsettling—but they don’t always mean changes for your personal finances. What matters is having a strategy that keeps you focused on your goals, not the noise. Here’s a quick explainer: https://bit.ly/4k8XDXC
Still feeling uncertain? Let’s talk. I’m here to help you stay grounded and confident. Message me to connect.

Tired of overthinking money?You're not alone—and you're not doing anything wrong. It’s easy to compare yourself to other...
06/12/2025

Tired of overthinking money?
You're not alone—and you're not doing anything wrong. It’s easy to compare yourself to others, but what is your next move? Focus on your financial strategy.
Check out these simple tips to stop stressing about money: https://bit.ly/3HE1sXk
Need help building a financial strategy that works for your life? Let’s chat.

06/01/2025

Looking for life insurance that's versatile and flexes as your needs change? See how the customizable options in our term life insurance can help you meet both short- and long-term goals. https://nyl.co/4koFl5R

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing ...
05/29/2025

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

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3600 Minnesota Drive
Edina, MN
55435

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