Nathallie Lam, Licensed Agent with New York Life Insurance Company

Nathallie Lam, Licensed Agent with New York Life Insurance Company Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. 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. New York Life
550 South Wi******er Blvd., Suite #405
San Jose, CA 95128
(408) 556-7220

My CA Insurance license number is 0L04336

More than 4 million people will reach retirement age each year through 2029, and many won’t have a traditional pension t...
06/23/2025

More than 4 million people will reach retirement age each year through 2029, and many won’t have a traditional pension to rely on.* June is Annuity Awareness Month, a great time to explore solutions for dependable income in the years ahead. DM me to discuss how an annuity can provide guaranteed income for life**.



*Source: 2024 Retirement Investors: Behaviors, Attitudes and Financial Situations. LIMRA 2025
**All guarantees are backed by the claims-paying ability of the issuer.

Looking forward to the simple days of summer? I'll be your financial security concierge. Sit back, relax, and learn why ...
06/06/2023

Looking forward to the simple days of summer? I'll be your financial security concierge. Sit back, relax, and learn why whole life insurance can be good for your portfolio. When you’re ready, just give me a ring and I can guide you the rest of the way.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

Just got married? Congratulations! Worried about paying it all off? Don't sweat it! Learn how tackling debt with the ava...
06/05/2023

Just got married? Congratulations! Worried about paying it all off? Don't sweat it! Learn how tackling debt with the avalanche and snowball methods can help you stay cool while having fun in the sun with your number one.

Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

Why purchase life insurance in your 20s? For starters, it can help you pay for expenses, grow wealth over time, and save...
06/04/2023

Why purchase life insurance in your 20s? For starters, it can help you pay for expenses, grow wealth over time, and save you money by locking in your rates early. This , learn how life insurance can be good for your financial health.

Trying to decide when you should get life insurance may be one of the more important financial decisions you make. Let New York Life help.

06/04/2023

Focusing on your health means more than just exercising. There's your mental health, marriage health, and financial health to consider too. This , learn how term insurance can be your first step toward a lifetime of financial security.

Term insurance can often be the solution for purchasing protection for the near future. Learn about when and why term life may be the best choice for you.

03/03/2023

Donation Dash is back helping ACC and Pac-12 fans put their love into action by supporting their team’s local communities. Click to play and help your team’s local Boys & Girls Club earn a larger donation from New York Life. https://nyl.co/3ms29s0

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match f...
03/02/2023

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match for everyone. Learn which type you are when it comes to protecting the ones you love most.

Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.

As a proud sponsor of the ACC and Pac-12, we know how important it is to have a game plan and a coach to help you make t...
03/01/2023

As a proud sponsor of the ACC and Pac-12, we know how important it is to have a game plan and a coach to help you make the right plays along the way. Click here to learn about the benefits of teaming up with New York Life.

At New York Life, our agents lead with compassion when helping clients protect the ones they love. Learn more about the Love Takes Action campaign.

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Ch...
11/07/2022

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

Protecting your new little one means more than childproofing your home. Have you taken steps to keep them and yourself o...
06/12/2021

Protecting your new little one means more than childproofing your home. Have you taken steps to keep them and yourself on the right financial track? Let me know below.

Do you know some of the advantages of waiting to claim your Social Security benefits? If you're planning on postponing, ...
06/12/2021

Do you know some of the advantages of waiting to claim your Social Security benefits? If you're planning on postponing, how are you bridging your income gap before you claim? Like if you'd like to discuss some strategies.

Address

550 S Wi******er Boulevard, Suite 405
San Jose, CA
95128

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