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Alison logo with white box around

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

Office:800.696.4195
Fax: 800.203.2051

alison@simplifyingwealth.com

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

Click here
Alison logo with white box around
  • ABOUT US
    • What Makes Our Firm Unique
    • Our Founder
    • Our Process
    • Our Executive Staff
  • OUR EXPERTISE
    • How We Help
    • Common Issues Facing Clients
    • Navigating Income Tax
    • Life Plan Strategies for Your Business
    • Lifetime of Hope
  • CLIENT APPOINTMENT PREP
    • Current Clients
    • New Clients
  • FINANCIAL EDUCATION
    • Newsletters
    • Combined Video Library
    • Our Blog
    • Helpful Links
  • HOW WE OPERATE
  • CLIENT LOGIN
    • Wealth management software
    • Eagle Strategies
  • CONTACT US
    • Our Location
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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Alison Flaum (AR Insurance License #1328520) (CA Insurance License #0C42792).

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. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

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. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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