Client onboarding

Let's get your picture together.

Tell us what you have, and who it's connected to. Takes about 5 minutes — our team reviews everything personally.

Educational guidance only. Bensure does not provide legal, financial, or investment advice. Information shared here helps our team understand your situation so we can guide you to the right resources.

Step 1

Your Information

Full Name

Date of Birth

Phone

Marital Status

Step 2

Recent Life Events

Select anything that's happened in the past 5 years.

✓Marriage

✓Remarriage

✓Divorce or separation

✓Birth or adoption of a child

✓Death of a beneficiary

✓Job change or retirement

Step 3

Your Accounts

Add every account you'd like us to help you review. Amounts are optional.

Step 4

Anything Else?

Additional notes (optional)