BettyLou Moglen, Financial Services Professional with Nylife Securities LLC

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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 Company 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.

09/29/2026

If your estate includes significant illiquid assets, it’s time to consider whether your planning strategies offer the liquidity your heirs will need. Watch this video to see how proper planning with life insurance can address estate liquidity challenges, and let’s connect to explore how life insurance funding can help preserve your estate’s value and protect your legacy.

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Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy w...
09/24/2026

Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy with income solutions that can help you live out your retirement dreams. Let me show you how annuities can support a sound retirement strategy.

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see h...
09/22/2026

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see how easy it can be to protect their lifestyle and future. If you have any questions or need a personal quote, I’m here to help.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
09/15/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

Recent analysis notes that SECURE 2.0 provisions may affect how qualified annuities interact with required minimum distr...
09/10/2026

Recent analysis notes that SECURE 2.0 provisions may affect how qualified annuities interact with required minimum distributions.* Coordinating income and tax planning can help bring clarity to retirement decisions.

Let’s talk about strategies designed to simplify your approach.

*Fidelity Viewpoints, “SECURE 2.0 and Qualified Annuities,” January 2026.

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to ...
09/08/2026

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to protect and support your long-term financial security, permanent life insurance options from New York Life can help. Get in touch to learn how today.

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/07/2026

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

09/05/2026

Are you looking for a new job or career? I have found a career at New York Life that is much more than just a job as a financial professional. It’s a great work environment that fosters continuous professional growth while offering extensive training, resources, and support. Want to learn more about opportunities at New York Life? I’d be happy to talk with you and introduce you to our management team.

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

Market volatility and economic uncertainty can present financial risks in retirement. Let’s talk about creating retireme...
09/03/2026

Market volatility and economic uncertainty can present financial risks in retirement. Let’s talk about creating retirement income to help mitigate these risks.

08/25/2026

Home is where your favorite stories unfold — where laughter echoes and love grows stronger each day.
Protecting what matters most starts with understanding what makes your house a home.
Let’s make sure your family’s story keeps moving forward, no matter what life brings.
Reach out today to start the conversation.

Address

2633 Camino Ramon Suite 525
San Ramon, CA
94583

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