Alyssa Moreno, Agent with New York Life

03/13/2024

2024 New York Life Southern California Agency Annual Kickoff Meeting.

What an hour to have the Chair, President, and Chief Executiver Officer of the Company speak at our Business Session along with several other leaders in our Agency. Congrats to everyone involved on an incredible result in 2023, let’s do it again in 2024!

01/30/2024

Let me know your answer in the comments below.

01/24/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right insurance policy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is call.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

01/18/2024

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

12/22/2023

We all know we should be saving for retirement, however roughly 30% of U.S. households led by people age 45 and older claim to have no retirement savings at all.* Whether you're on track with your goals or completely lost, reach out and I'll help ensure you get where you need to go.

Discover how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

12/20/2023

Will you and your spouse be relying on the Social Security payments you will be getting in retirement? If so, be sure to see why experienced industry professionals Jeff Quigley and Alyson Dorosky recommend using life insurance to help replace that income when one of you passes away.

Learn how life insurance can provide financial security and help replace a spouse's Social Security benefits in the event of their passing.

12/19/2023

Running a business is no small feat. At New York Life, we understand the value of having talented employees. Help reward and retain your employees with a custom life insurance plan for your business.

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

12/19/2023

I specialize in the list below and much more.
If you ever have an questions about your current situation or questions on how to get started please feel free to contact me anytime!
- Life Insurance
- Retirement Planning
- College Funding for your Children
- Long Term Care
- Individual Disability Insurance
- Estate Planning
- Business Solutions
- Investments
Here to help you Be Good at Life!
Email: [email protected]
Phone: (951)553-8657

12/18/2023

As this year comes to a close, it’s time to think about your financial goals for the next one. Review these 11 year-end planning tasks to get started.
https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Preparing_for_a_New_Year_-_Eagle.pdf

12/04/2023

What would happen if you couldn’t work due to a sickness or injury? How would you continue to pay for your every day expenses? Get disability insurance to help protect your income!

11/30/2023

According to the latest Wealth Watch survey, over half (53%) of Gen Xers do not have any retirement savings or a retirement strategy. If you're in the same boat, read the full report here and let’s discuss your options. Your future self will thank you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.