Jason Burger, Licensed Agent with New York Life Insurance Company

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Jason Burger, Licensed Agent with New York Life Insurance Company Licensed to sell insurance through NYLIC Authorized to offer life insurance from NYL to AARP members

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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. I am not licensed in all jurisdictions.

“I’m authorized to offer life insurance from New York Life to AARP members”

New York Life
2633 Camino Ramon Ste. 525
San Ramon CA 94583

My California Insurance license number is 4200448

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4ySDEVx

If it gets you thinking about your own plans, send me a message.

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children ca...
10/12/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage ...
09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4rC69ns
If this sounds like you, or someone you know, send me a message and let's talk.

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marri...
09/29/2026

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marriage, new child, home purchase, job change, business milestone, or major income shift. A quick review can reveal whether your coverage still matches your life.

Book an annual protection review.

09/24/2026

We cannot control every event, but we can take steps to protect the people who rely on us. Mindi Johnson’s story is a powerful reminder that life insurance can help a family face the unexpected with greater financial stability.

Take the first step: review your current coverage.

You cannot predict every change, but you can prepare for the financial impact. Life insurance can help create continuity...
09/22/2026

You cannot predict every change, but you can prepare for the financial impact. Life insurance can help create continuity for the people you care about—so housing, education, everyday expenses, and future goals do not have to change all at once.

Identify the expenses you would want protected first.

Address

2633 Camino Ramon Ste# 525
San Ramon, CA
94583

Telephone

+15107102100

Website

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