Speaking and Writing Topics
Besides working with clients, Carlos is a writer and speaker on various financial topics. He presents based off of his past experiences and exensive research from almost two decades in the financial services industry.
Choose from one of the topics above in the dropdown menu to get more information.
$5,000 - $15,000
$1,000 - $5,000
Up to 500 Words
$500 - $1,000
500 - 1,000 words
$1,000 - $1,500
(Santa Clara Valley Transportation Authority)
"Carlos did an excellent job in discussing the life insurance basics. This is my second webinar with Carlos. He comes across as very knowledgeable and articulate."
(Sharon Harper, EA)
"The speaker Carlos was very informative regarding the varies types of insurance. (The good, the bad and the ugly). I could have use his help many years ago on this."
(GLORIA'S TAX SERVICES)
"Extremely knowledgeable presenter who gave so many alternatives in choosing types and combinations of life insurance. Wanted to ;hear his seminar before to purchase life insurance, even from a family member."
"Carlos gave a thorough review of why clients need life insurance, the various types such as term, whole life, universal, and various others. he listed the pro and cons for each policy. Excellent presentation."
"This course will get you ready to be able to understand the ins and outs of various life insurance polices (i.e. whole life, universal life, variable life, term life, etc.)... Carlos is an insurance guru and wonderful instructor!"
(Miles V. Schmidt, CPA, PLC)
"Awesome! Informative without the "Sales Pitch". Only time I have heard a life insurance salesman say "for investment purposes, invest in your retirement plan first till you max those out and then get into life insurance products for investment purposes"."
"I thoroughly enjoyed and appreciated the webinar as I have always had confusion about the subtle differences between the various different life insurance products. It was interesting to learn what types of brokers and agents are authorized to sell which specific products."