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Underwriting Questionnaire

Welcome to our Underwriting Portal. We have made this process with the intent of streamlining your protection plan. Your responses will help us move the next phase of planning. As always, feel free to reach out to our team member if you find anything we can help with.

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Disclosures

BENZER CAPITAL, 5320 HIGHWAY 6 SUITE 200, MISSOURI CITY, TEXAS, 77459, UNITED STATES (713) 979-2300 [P]

  Benzer Capital is registered as an investment adviser with the state of Texas. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Please review our Privacy Policy for details on how we care for your information.  | Please review our IRA Rollover Recommendation Disclosure to learn more about your options.

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