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.

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.

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in ret...
08/20/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

Let’s talk about income solutions designed to support your long-term goals.

*SECURE 2.0 Act of 2022 legislative updates.

08/18/2026

Supporting the next generation means planning for education, opportunities, and milestones ahead.
I work with families to help protect what they’ve built and open the door to what’s possible next.
Send me a message today to get started.

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goal...
08/13/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

08/08/2026

Caregivers are taking action to address growing financial challenges—82% say they plan to adjust their strategies this year—compared to 68% of non-caregivers—by cutting spending, creating new income streams, and more. Read our Wealth Watch Survey report to see how a proactive approach can help you stay prepared.

New York Life’s 2025 New Year Outlook Wealth Watch survey finds that financial confidence persists for American consumers, despite ongoing financial pressures.

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and...
08/06/2026

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and families build more secure financial futures—with strength*, stability, and solutions that stand the test of time. Our annuity solutions are backed by personalized guidance and first-class customer service, making it easier for you to move forward with confidence. Let’s talk about your retirement goals.
*Highest ratings for financial strength currently awarded to any U.S. life insurer by the four major rating agencies. Individual independent rating agency commentaries, as of 10/4/24.

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing ...
07/30/2026

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing lifetime income with legacy goals is an important part of retirement planning.

Let’s talk about strategies designed to help support both objectives.

*Cerulli Associates, U.S. High-Net-Worth & Wealth Transfer Outlook, recent release.

07/28/2026

Is something missing from your financial strategy? Add protection, stability, and peace of mind to yours with a whole life policy, an unexpected financial asset with tax advantages that complement and support other investments in your portfolio.
Learn more.
https://nyl.co/3RC3k8g

07/25/2026

Working with a financial professional can improve your financial readiness. The Wealth Watch Survey shows that 45% of those with professional guidance feel prepared for emergencies—compared to just 16% without. This advantage extends to debt management (49% vs. 23%) and retirement readiness (42% vs. 15%). Discover how professional advice can help you reach your financial goals in 2025.

New York Life’s 2025 New Year Outlook Wealth Watch survey finds that financial confidence persists for American consumers, despite ongoing financial pressures.

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies comp...
07/23/2026

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies complementing one another. Annuities can be a key component in building reliable income within a comprehensive financial plan.

Let’s talk about solutions designed to support your long-term goals.

*McKinsey & Company, U.S. Retirement Industry Report, recent edition.

Address

2633 Camino Ramon Suite 525
San Ramon, CA
94583

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