Bill Denler, Registered Representative with New York Life Securities LLC

Bill Denler, Registered Representative with New York Life Securities LLC Registered Representative offering securities, products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

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 & services through NYLIFE Securities
LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

425 Market Street 16th Floor, San Francisco, CA 94105
415-393-6060

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. 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. My CA Insurance License number is 4086362

Five lessons to learn from the 2026 Winter Olympics for your career and finances.
03/23/2026

Five lessons to learn from the 2026 Winter Olympics for your career and finances.

These lessons from the Olympics can help with your career and finances.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may...
03/12/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsiz...
02/20/2026

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance, which can become overwhelming.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance becomes wealth.

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss h...
02/06/2026

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss harvesting.
https://bit.ly/4rCiRBv

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and strate...
02/05/2026

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and strategies to help overcome them

Gen X faces rising costs, debt and family obligations. Discover the major obstacles to retirement readiness — and how to overcome them.

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here :https://bit.l...
01/16/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here :
https://bit.ly/4bCg06I

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’...
01/09/2026

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/49tanVF 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.

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their ...
01/07/2026

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their value and better align them with your estate and business goals. Curious how? This article describes best practices such as working with top financial professionals, exploring stretch IRAs, and integrating accounts into trusts to optimize wealth transfer and minimize estate taxes. When you’re ready to learn more rules of the road, let’s look at how these strategies can secure your retirement and protect your legacy for generations to come. https://bit.ly/4r2cPtN

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong...
12/30/2025

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

12/04/2025

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

Today we honor the courage and sacrifice of our veterans.Thank you to all who have served and continue to serve. Your br...
11/11/2025

Today we honor the courage and sacrifice of our veterans.
Thank you to all who have served and continue to serve. Your bravery inspires us every day.

10/22/2025

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among stocks, bonds, and cash, and it plays a bigger role in long-term results than most people realize.

Your mix should reflect who you are as an investor. Someone saving for retirement may need a different balance than someone focused on income or stability. And, as your financial life changes, your allocation should evolve too.

The goal is not to predict markets, but to stay invested with confidence through them. The right balance helps you do just that.

How balanced is your portfolio today?

Address

425 Market Street
San Fransisco, CA
94105

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