BettyLou Moglen, Financial Services Professional with Nylife Securities LLC

BettyLou Moglen, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

2633 Camino Ramon Suite 525
San Ramon, CA 94583
925-963-7782

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. My California Insurance license number is 0635894.

Graduation is a time for celebration! It's also a reminder college is just around the corner. While college expenses can...
06/04/2026

Graduation is a time for celebration! It's also a reminder college is just around the corner. While college expenses can feel overwhelming, sometimes all it takes is the right financial strategy to pull it off. Need help? Reach out and let's talk.

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grate...
05/25/2026

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cas...
05/19/2026

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

05/14/2026

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with th...
05/12/2026

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

Happy Mother's Day to all the new moms cherishing precious moments, the experienced moms who guide with wisdom and patie...
05/10/2026

Happy Mother's Day to all the new moms cherishing precious moments, the experienced moms who guide with wisdom and patience, and the grandmothers whose love spans generations. Thank you for all that you do!

Money doesn’t have to come between you. It can bring you closer.For many couples, talking about finances is tough. Diffe...
05/07/2026

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

A 529 plan can be a great way to save for your child's education, but did you know that only about 30% of college saving...
05/05/2026

A 529 plan can be a great way to save for your child's education, but did you know that only about 30% of college savings are held in 529 accounts? Reach out to learn more about the benefits of 529 plans, as well as other ways you can help pay for college.

May 2nd is National Life Insurance Day – the perfect reminder to make sure your coverage is keeping up with your life’s ...
05/02/2026

May 2nd is National Life Insurance Day – the perfect reminder to make sure your coverage is keeping up with your life’s changes. Remember, a strong financial strategy protects the ones you love too—let’s review your policy and secure your family’s future.

Address

2633 Camino Ramon Suite 525
San Ramon, CA
94583

Telephone

+19259637782

Website

https://calendly.com/bmoglen-ft

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