Legal

State Licensing Information

Where our financial professionals are authorized to transact business.

Compliance notice: All legal, privacy, and disclosure content on this site is provided as a working draft. It must be reviewed and approved by the organization's compliance department and qualified legal counsel before publication. Where a compliance‑approved version of any language is provided by a carrier, regulator, or affiliated organization, that exact wording will replace the draft below.

Licensed Business Only

Financial professionals affiliated with Puzz Heritage Financials transact insurance business only in the states where they are currently licensed and appointed with the applicable insurance carriers. Product availability varies by state, carrier, eligibility, and licensing.

Home State

The primary state of business for Puzz Heritage Financials is Texas. Through our network of appointed and licensed financial professionals, we are able to serve clients across all 50 U.S. states, subject to individual licensing, carrier appointment, and product availability in each state.

States of Authorization

Puzz Heritage Financials and its affiliated financial professionals are able to transact business in the following states (subject to individual licensing and product availability):

Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming

Individual financial professionals transact business only in the states where they are personally licensed and appointed with the applicable insurance carriers. Contact us to confirm licensing for your specific state and product need.

Verifying a License

You may verify the license status of any financial professional through the National Association of Insurance Commissioners (NAIC) National Insurance Producer Registry at nipr.com or by contacting your state's Department of Insurance.

Requesting Details

To request the full name, license number, and states of authorization for the financial professional you have been in contact with, email info@phfinancials.org or call 469‑259‑2112. We will respond promptly with the compliance‑approved details for your state.

Nothing on This Site Is an Offer

This website is not an offer to sell or a solicitation of an offer to buy any product in any jurisdiction where the offering financial professional is not properly licensed and the product is not available.