Dirk Welzien, Agent | New York Life

Dirk Welzien, Agent | New York Life I am an agent licensed(CA Ins. Lic. ) to sell insurance through 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, provide 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.

2633 Camino Ramon #525, San Ramon, CA 94583

My California Insurance license number is 0F95691

I want to wish all of our clients and their mothers (grandmothers) a very Happy Mother’s Day weekend!
05/09/2026

I want to wish all of our clients and their mothers (grandmothers) a very Happy Mother’s Day weekend!

Happy National Nurse’s Week, Lizzie! I’m beyond proud of your DAISY Award nomination, though it comes as no surprise to ...
05/08/2026

Happy National Nurse’s Week, Lizzie!

I’m beyond proud of your DAISY Award nomination, though it comes as no surprise to me. From the very beginning, you have led with compassion, dedication, and a genuine love for caring for others. The long hours, emotional days, and incredible responsibility that come with caring for the sickest children have never stopped you from giving your whole heart and soul to your work.

As your Papa, I’ve watched you work tirelessly to become the nurse — and the woman — you are today, and I couldn’t be prouder. You continue to amaze me with your strength, kindness, and unwavering commitment to your profession. Seeing you recognized for the impact you have on your patients, their families, and your colleagues is both admirable and so well deserved.

I could not be prouder of the woman and healthcare professional you’ve become. We celebrate you this week, along with all of your fellow nurses who are the true unsung heroes of the healthcare profession. 💙

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery t...
04/28/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

04/21/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict an...
04/14/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.
04/07/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.
03/31/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust sett...
03/24/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

Wow! I can't believe it has been 18 years since I began my career with New York Life! I want to thank my family, my staf...
03/21/2026

Wow! I can't believe it has been 18 years since I began my career with New York Life! I want to thank my family, my staff, and my wonderful clients for their continued support and trust over the years.

01/27/2026

When Dr. Brown unexpectedly passed away, his family faced challenges beyond grief. Though he was a successful professional, the lack of proper planning left his loved ones struggling to maintain their lifestyle. The cost of education for his children, ongoing household expenses, and future financial goals were suddenly uncertain. Watch Dr. Brown’s story to see why life insurance isn’t just for replacing income, and contact us today to start securing your family’s future and ensuring they can continue the life you’ve worked so hard to provide.

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Address

2633 Camino Ramon, Ste 525
San Ramon, CA
94583

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