Alain Moreira, Agent with New York Life

Alain Moreira, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company Please consult your own tax, legal or accounting professionals before making decisions.

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. 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.


2633 Camino Ramon, suite 525
San Ramon, CA 94583
My CA Insurance license number is 0M24510

Let’s talk….
09/15/2023

Let’s talk….

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

Lucky charms may be great at helping you feel lucky, but rarely do they lead to a pot of gold. Instead, read these four ...
03/17/2023

Lucky charms may be great at helping you feel lucky, but rarely do they lead to a pot of gold. Instead, read these four tips on how to make your own financial luck this St. Patrick's Day.

Leprechaun-catchers from Chicago to the Emerald Isle can thank the 'luck of the Irish' for ensuring that nothing needing a life insurance policy will befall themselves or their family. But for the rest of us who haven’t found that pot of gold, we cannot rely on catching leprechauns to protect us f...

Don't just rely on luck to protect you. Learn how whole life insurance can help you start building cash value while offe...
03/15/2023

Don't just rely on luck to protect you. Learn how whole life insurance can help you start building cash value while offering lifetime protection for the ones you love most.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

Spring is a time for new beginnings and new strategies. Learn how tax-efficient retirement planning can help you grow yo...
03/13/2023

Spring is a time for new beginnings and new strategies. Learn how tax-efficient retirement planning can help you grow your savings and be better prepared for your autumn years.

Read how to potentially minimize taxes on retirement income by using these tax planning strategies for and tax advantaged accounts.

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of ho...
03/10/2023

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

Most people don't plan to become a caregiver, but if your loved one needs help, you'll be there to offer it without hesi...
03/10/2023

Most people don't plan to become a caregiver, but if your loved one needs help, you'll be there to offer it without hesitation. Learn how you can be better prepared to handle a long-term illness or injury.

Being a caregiver for a spouse can be emotionally, physically, and financially taxing. Learn from New York Life what you can do to help prepare.

I absolutely love the company I work for! Being able to help others and give back to the community has always been a big...
05/06/2022

I absolutely love the company I work for! Being able to help others and give back to the community has always been a big part of my life. Last week our New York Life office in San Ramon presented these donation checks to Benioff Children's Hospital in Oakland and Vallejo Together.

Find out if short-term life insurance might be right for you.
08/30/2021

Find out if short-term life insurance might be right for you.

Learn about the types of short-term life insurance, plus 6 scenarios when you might want to buy a policy.

Deciding to purchase life insurance to protect your loved ones was easy. Deciding which policy to get may be a little to...
08/27/2021

Deciding to purchase life insurance to protect your loved ones was easy. Deciding which policy to get may be a little tougher. Click here to learn about the different options available and how each one may fit your needs. Still have questions? Let's talk.
https://www.insure.com/life-insurance/types-of-life-insurance

Saving for college can be a challenging task. Learn about available options parents have when building a college funding...
08/25/2021

Saving for college can be a challenging task. Learn about available options parents have when building a college funding strategy.

Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

After working from home, going back to the office might feel overwhelming. And not just because you've forgotten how to ...
08/23/2021

After working from home, going back to the office might feel overwhelming. And not just because you've forgotten how to get to your desk. But remember, we're all in the same boat, and we'll get through it together.

Steps to consider as you prepare for your new work environment after COVID-19.

Address

2633 Camino Ramon, Suite 525
San Ramon, CA
94583

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

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