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Carlos has been building a professional practice as an insurance and financial advisor since he retired in 2005 from his teaching and technical writing careers. Carlos has carefully studied the broad spectrum of opportunities in the insurance and financial industry. He concluded that the Money for Life Model for Creating and Managing Personal Economies espoused by YouBeTheBank.com offers a comprehensive approach to the accumulation, utilization, and transfer of assets for Americans of all ages and backgrounds. Carlos devotes his efforts to helping people maximize their long-range plans to...
In that pursuit, Carlos strives to share his conviction that the strategies and financial tools espoused by YouBeTheBank.com are ideally suited to achieve these objectives with minimum risk and optimum results. Carlos is a native Spanish speaker, educated in Ecuador and Chile. He is very interested in bringing the concepts and strategies of the Money for Life Model to the Spanish-speaking communities in the United States. To that end, he is currently translating Money Now, Money Later, Money for Life into Spanish. Carlos previously served as a Spanish professor at DePauw University and the University of Utah. In addition, he acted as academic Librarian at IPFW, Purdue, and Ohio State Universities. Carlos has a keen interest and involvement in financial services since the 1970's. He has held a license in health and life insurance in Indiana, Utah, Illinois, Ohio, and Iowa, where he resides since 2001. In the past, Carlos was a Registered Representative with a Series 6 registration. Carlos earned his PhD in Spanish Literature at Indiana University and an MLS (Master in Library Science) from the University of Illinois. Call 319-226-3012 |
Carlos Eduardo Polit, PhD