Bruce J Pope
Financial Advisor|CLU®, ChFC®, CASL®
Personal
I reside in Columbia, South Carolina with wife, Nancy.
Our son William and his wife, Carson, live in Boston. William works in sales management for a cyber security provider and Carson is a first grade teacher. Our daughter Rebecca is a first grade teacher living in Columbia, SC. Our youngest son, Robert Allen, is graduating from Clemson University with a background in Agricultural Business and Entrepreneurship.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Education
Florida State University - Risk Management & Insurance (Bachelor of Science)
Years of Experience
Bruce Pope has been an advisor with Northwestern Mutual since 1988.
Certifications and Designations
Bruce has received the professional designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®) from the American College.
Leadership in Life Institute - Bruce completed the six month national Leadership Development training on June 24th, 2016.
Associations and Memberships
- Columbia Society of Financial Professionals
- Learning Ally (Advocate; Founding board member: 2003; Treasurer: 2003-2011)
- National Association of Insurance and Financial Advisors (Government Relations Committee)
- South Carolina Association of Insurance and Financial Advisors (Chair: government relations team; Chair: advisor political involvement committee: 2009–present)
- Midlands Association of Insurance and Financial Advisors (Past President: 2007-08)
- Northwestern Mutual (College Financial Representative: 1980-1984)
- Policy Management Systems Corporation (Account Representative: 1984-1987)
Awards and Accomplishments
- Palmetto Patriot Award (2010)
- This award was presented to Bruce Pope by Lieutenant Governor Andre’ Bauer in 2010 for demonstrating good citizenship and exceptional achievement in the financial services profession. This is the highest honor the Lieutenant Governor can award.
- Bill Hendley Award (2008)
- Presented to Bruce Pope in 2008 as President of the Outstanding Association of the Year for NAIFA- Midlands, South Carolina
- Northwestern Mutual Community Service Award (2008)
- Bruce received the outstanding volunteer community service award for his valuable work with Recording for the Blind and Dyslexic (now known as Learning Ally). Bruce’s contributions involved personally spearheading the implementation of a growth and development plan that raised over 240,000 in less than two years.
- National Quality Award (1990-1991, 1993-1995, 1997-2004, 2006-2007, 2009-201)
- Award recognizing persistency and performance
- National Association of Insurance and Financial Advisors Quality Award (2011-2012, 2015-2016)
- Award recognizing commitment to excellence in service to clients and industry (replaces National Quality Award)
- Carroll H. Jones Award (2015-2016)
- Bruce received this award in honor of his dedication to serve NAIFA-SC, the industry, and his community. Bruce is thankful to his peer group who voted unanimously for him to receive this honor.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
