Carrillo Ins Agency, LLC offers mortgage cancellation, personal retirement planning, salary continuation services, loan qualification assistance, last-expense planning, Medicare supplements, pension and Social Security guidance, and debt/loan restructuring advice.
The agency provides personalized mortgage cancellation consultations, title clearance services, and mortgage satisfaction documentation to help homeowners protect their homes by ensuring mortgages can be paid off or managed in case of income disruption.
Yes, they offer retirement income planning, investment strategy development, retirement savings optimization, estate planning advice, and retirement risk management to help clients create steady and reliable retirement income.
Salary continuation, also known as paycheck protection, safeguards your income if you become disabled or ill. Carrillo Ins Agency provides policy setup, income protection planning, and disability income solutions tailored to your needs.
Yes, they offer pre-qualification consultations to estimate your eligibility and loan amount before application, along with guidance on credit profiles, documentation, and debt consolidation options.
Yes, the agency serves clients across Texas and throughout the United States, offering both traveling in-person consultations within Texas and online consultations nationwide.
You can schedule a personalized consultation through their website, choosing either an online session or an in-person meeting. They operate 24/7 to accommodate various schedules.
Yes, the agency offers free financial assessments to help clients understand their financial situation and explore appropriate services without upfront costs.
Yes, they emphasize serving Spanish-speaking clients with financial advice and consultations available in Spanish to ensure clear communication and cultural understanding.
The agency is led by Cande Carrillo, a Texas-licensed insurance professional, Life Underwriter Training Council Fellow (L.U.T.C.F.), and a graduate of The American College of Financial Services, with experience as a past Moderator for the American College.
The agency combines over 20 years of industry experience with academic involvement, focuses on living benefits and paycheck protection, offers a full range of integrated financial services, and provides high accessibility through 24/7 availability, traveling service, and online consultations.
Yes, the agency offers flexible payment plans to make financial guidance accessible and affordable for individuals and families.
They provide salary continuation and income protection planning for employees, loan qualification guidance, and financial strategies that protect both business and family financial needs.
Services include credit profile reviews, pre-qualification consultations, explanation of documentation requirements, and advice on debt consolidation and restructuring to improve loan approval chances.
Yes, the agency offers Medicare supplement advice and pension and Social Security guidance as part of their retirement planning services.