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8700 Crownhill Blvd, Suite 506
San Antonio, TX 78209
(virtually and in person)

Office:800.696.4195
Fax: 800.203.2051

alison@simplifyingwealth.com

Disclosure

Alison Flaum 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 AL, AR (AR Insurance License #1328520), AZ, CA (CA Insurance License #0C42792), CO, CT, DE, FL, GA, IL, IN, MA, MD, MT, NC, NE, NJ, NY, OH, OR, TN, TX, UT, VA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Alison Flaum is licensed and authorized to offer insurance in California and Arkansas, but ALISON may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Alison Flaum 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, 8700 Crownhill Blvd Ste 506, San Antonio, TX, 78209, 800-696-4195. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MI, MS, MT, NC, NE, NJ, NY, OH, OR, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Alison Flaum 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 AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MI, MS, MT, NC, NE, NJ, NY, OH, OR, TN, TX, UT, VA, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Alison Flaum is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

ALISON is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ALISON 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.

ABOUT US
OUR EXPERTISE
CLIENT APPOINTMENT PREP
- Current Clients
- New Clients
FINANCIAL EDUCATION
HOW WE OPERATE
CLIENT LOGIN
- Wealth management software
- Eagle Strategies
CONTACT US
- Our Location

Copyright . New York Life Insurance Company. All Rights Reserved.

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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