Kim Mosley, Financial Services Professional

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United States
Irvine, CA
Kim Mosley, Financial Services Professional

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Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

As a financial services professional with Sagient Financial I help people protect the ones they love through a variety of financial products and solutions to meet their needs. 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. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own t ax, 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.

4204 Riverwalk Pkwy #200, Riverside, CA 92505
My CA insurance license number is 4244327.

10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/4jxcqiq

10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

09/28/2026

Protect your business and shape your future. I can help.

09/22/2026

Life insurance helps protect the people you love today — and opens up possibilities for their tomorrow. Talk to me to see if your coverage fits your goals.

09/17/2026

If you can’t perform the duties of your specialty, disability income insurance can help protect your financial stability — even if you continue working in another role. Let’s connect.

09/14/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

09/08/2026

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starting out or approaching retirement, I can help you find
coverage that fits. Contact me today.

08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Address

3333 Michelson Drive Ste 300
Irvine, CA
92612

Telephone

+15622704454

Website

http://calendly.com/kim-sagientfs

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