Lori VandenBerg, LUTCF CLTC CLU CHFC RICP FSCP

Lori VandenBerg, LUTCF CLTC CLU CHFC RICP FSCP Financial Advisor offering investment advisory services through Eagle Strategies LLC No insurance business may be conducted outside these states referenced.

I am 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 California, Arizona, Alabama, Iowa, Maryland, Montana, Oregon, Rhode Island, and Texas. My insurance license # is 0C70557

Additionally, I am a Registered Representative of and offer securities products & services thr

ough NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 2400 E Katella Ave Suite 800, Anaheim CA 92806. 562-618-3309. In this regard, this communication is strictly intended for individuals residing in the states of California, Arizona, Alabama, Iowa, Maryland, Oregon, Rhode Island and Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

09/09/2026

Behind every player on the world stage is someone who believed in them and helped make their dream real.

The Assist, a series from New York Life, tells the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who helped shape their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here
https://bit.ly/4cSyoZx

The apartment. The routine. The financial commitments you've taken on as your career moves forward.An unexpected sicknes...
09/09/2026

The apartment. The routine. The financial commitments you've taken on as your career moves forward.
An unexpected sickness or injury could affect your ability to work—and your income.
The right protection can help you maintain the lifestyle you've worked hard to build and help address income replacement needs when the unexpected happens.
Let's connect and talk about protecting what matters most.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting th...
09/08/2026

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

You're still building toward your earning peak. That's what makes protecting your income now—before a disability event c...
09/06/2026

You're still building toward your earning peak. That's what makes protecting your income now—before a disability event caused by a sickness or injury impacts your ability to work—an important financial consideration you can make at this stage in your career.
Let's connect and talk about protecting what matters most.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines h...
09/05/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/464c371

By evaluating Whole Life as a financial asset in your portfolio, its role expands from protection to potential. Learn ho...
09/04/2026

By evaluating Whole Life as a financial asset in your portfolio, its role expands from protection to potential. Learn how it might become a key piece in completing your financial picture, providing stability and peace of mind in this article.

Explore how whole life insurance can protect, grow, and add tax-advantaged liquidity to your plan, an often overlooked asset that supports long-term goals.

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and f...
09/03/2026

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and future plans all help shape the right protection strategy. Life insurance works best when it is considered as part of the whole financial picture.

Schedule time to review how protection fits into your broader plan.

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2400 E Katella Avenue Suite 800
Anaheim, CA
92806

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