Carlos Cfp

Q: What is Carlos Cfp email address?

Email Carlos Cfp at cortez.carlos.a@gmail.com. This email is the most updated Carlos Cfp email found in 2026.

Q: How to contact Carlos Cfp?

To contact Carlos Cfp send an email to cortez.carlos.a@gmail.com. If you want to call Carlos Cfp try calling on +16462818058 and +17182920357.

Corporate V.P./Life Competition Analyst at New York Life Insurance Company | New York City Metropolitan Area

About Carlos Cfp

As the Corporate Vice President - Life Competition Analyst at New York Life Insurance Company, Carlos CFP leverages over 18 years of extensive experience in life insurance and financial planning to drive strategic insights and competitive analysis. In his current role, Carlos is pivotal in developing a centralized competitor information database that encompasses critical financial data, product offerings, and life insurance riders. This comprehensive resource not only enhances the company's understanding of market dynamics but also empowers sales teams to position New York Life's offerings more effectively against competitors.

Carlos's analytical expertise shines through as he meticulously evaluates competitors' life insurance illustrations and products. By identifying key differentiators and competitive advantages, he plays a crucial role in shaping the company's product strategy and marketing initiatives. His ability to distill complex data into actionable insights has made him a sought-after subject matter expert, frequently presenting industry competitive intelligence to various groups, including Nautilus and the Advanced Planning Group.

In addition to his analytical prowess, Carlos is a dedicated team leader committed to fostering professional growth among his colleagues. His detail-oriented approach and organizational skills have been instrumental in exceeding sales metrics and enhancing team performance. With a strong foundation in annuity sales, asset protection, and multi-generational wealth transfer, Carlos is not only a licensed life insurance agent but also a trusted advisor in the financial services landscape. His passion for empowering clients and colleagues alike underscores his commitment to excellence in the life insurance industry.

Carlos Cfp Work

Corporate V.P./Life Competition Analyst at New York Life Insurance Company in January 2018 to Present

Senior Associate, Internal Life Product Consultant – Advanced Planning Tactical Sales at New York Life Insurance Company in April 2017 to December 2017

Senior Associate, Internal Life Product Wholesaler – National Life Sales Desk at New York Life Insurance Company in July 2013 to March 2017