Carlos E Bolano, LUTCF, MBA

Carlos E Bolano

Office: 713-266-0775

1 Riverway Ste 900
Houston, TX 77056-2043

Get a Map

 
 

Refer a Friend

Do you know someone who might share your concerns about financial security?

 
 
 
 

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

2010 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.

View Interactive Annual Report

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.

Watch video for more

Providing Help and Hope

Red CrossThe Northwestern Mutual Foundation is donating $100,000 to help the American Red Cross provide essential support for millions of Pakistanis who lack sufficient food, water and shelter as a result of recent devastating floods.

Learn More

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

Enroll Now

Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes

1857-2007: A History of Excellence
 
Northwestern Mutual has been helping clients achieve financial security for 150 years. As it celebrates this milestone anniversary, look at some of the reasons for its success:


 

Life never stands still. It’s always changing direction and presenting us with new opportunities. That’s why your financial security plan has to be flexible. As life changes, so do your circumstances, needs, and goals. I make it my business to know my clients and their families well. I think it’s important for me to understand not just the state of their finances, but also their personal goals and preferences. Working together, we will be able to identify the aspects that most need attention, now and for the future. It’s important to keep up with the significant changes in life. Let me help you achieve a future with financial security.

 

I am a certified speaker of the Spanish language.

 

La vida nunca se queda quieta. Siempre cambia de rumbo y nos presenta nuevas posibilidades. Por ello, su plan de seguridad financiera tiene que ser flexible. Asi como la vida cambia, de igual modo cambian sus circunstancias, necesidades, y metas. Me dedico a conocer bien a mis clientes y sus familias. Creo que es importante que yo entienda no tan solo su estado de finanzas, sino tambien sus metas y gustos personales. Trabajando juntos, podremos identificar las facetas que mas necesitan atencion tanto ahora como para el futuro. Es importante mantenerse al ritmo de los cambios importantes de la vida. Permitame ayudarle a lograr un futuro con seguridad financiera.

My Mission

As a Northwestern Mutual Financial Network Representative, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them.

Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.