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Client Questionnaire

To help get us started, you may fill out this questionnaire and bring it to our first meeting.

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Disclosure

Benjamin Houseman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K71980), CO, FL, IL, MO, and SC. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Benjamin Houseman is licensed and authorized to offer insurance in California, but HOUSEMAN FINANCIAL & INSURANCE SERVICES LLC may not be. For additional information on California licensure status, please click here.

Benjamin Houseman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3 Cityplace Dr Ste 690, Creve Coeur, MO, 63141, 314-722-6900. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, IL, MO, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Benjamin Houseman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, IL, MO, SC, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

HOUSEMAN FINANCIAL & INSURANCE SERVICES LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither HOUSEMAN FINANCIAL & INSURANCE SERVICES LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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NYLIFE Securities LLC, Member FINRA/SIPC.

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