skip to main content
Main Menu
white logo no background
  • About Us
  • What We Do
    • Our Process
    • Insurance Planning
    • Wealth Managment
    • Employee Benefits
  • Resources
    • Services Summary Printable
    • Apply Online For Individual or Marketplace Health, Dental and Vision Insurance
    • Calculators
    • Articles
  • Helpful Links
    • Brooks Financial HR Assist
    • Eagle Strategies / NYLIFE Securities Online Access
    • Brinker Capital Online Account Access
    • Nationwide Online Account Access
    Insurance Planning
Bookshelf

Insurance Planning

Individual Life Insurance

Individual Disability Insurance

Fixed and Variable Annuity Products

Long-Term Care Insurance

Business and Corporate Planning to Fund

  • Life Buy/Sell Agreements

  • Disability Buy/Sell Agreements

  • Business Succession Plans

  • Deferred Compensation Plans

  • Executive Bonus/Key-Person Protections

Disclosure

Jason Brooks 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 AZ, CA (CA Insurance License #0B87061), CO, FL, GA, IA, IL, IN, MD, ME, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jason Brooks is licensed and authorized to offer insurance in California, but Brooks Financial may not be. For additional information on California licensure status, please click here.

Jason Brooks 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, 30600 Northwestern Hwy Ste 200, Farmington Hills, MI, 48334, 248-785-5200. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MD, MI, MN, NC, NJ, NY, OH, OR, PA, TX, VT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Jason Brooks 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 AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MD, MI, MN, NC, NJ, NY, OH, OR, PA, VT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Brooks Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Brooks Financial 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.

Click here
Brooks Financial Logo
  • About Us
  • What We Do
    • Our Process
    • Insurance Planning
    • Wealth Managment
    • Employee Benefits
  • Resources
    • Services Summary Printable
    • Apply Online For Individual or Marketplace Health, Dental and Vision Insurance
    • Calculators
    • Articles
  • Helpful Links
    • Brooks Financial HR Assist
    • Eagle Strategies / NYLIFE Securities Online Access
    • Brinker Capital Online Account Access
    • Nationwide Online Account Access
  • Contact Us

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

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices