Jonathan Mollah, Agent with New York Life

Jonathan Mollah, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company 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. Neither New York Life

Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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.



675 Placentia Ave Suite 200
Brea, CA 92821

My CA Insurance license number is 4094948.

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/41nc57C

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4saaZb4

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Life insurance is a love that transcends language!
02/28/2026

Life insurance is a love that transcends language!

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.
02/27/2026

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his mar...
02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4tY9cXI

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

You had me at life insurance.
02/25/2026

You had me at life insurance.

Life insurance is love insurance!
02/23/2026

Life insurance is love insurance!

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too ...
02/20/2026

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too young to get life insurance and

You can't always predict the future, but you can give yourself and your loved ones peace of mind.
02/18/2026

You can't always predict the future, but you can give yourself and your loved ones peace of mind.

We could fill a book with all the ways life insurance shows your family you love them.
02/16/2026

We could fill a book with all the ways life insurance shows your family you love them.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

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675 Placentia Avenue Suite 200
Brea, CA
92821

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