
With a solid track record in business leadership and extensive experience in the financial sector, Yoel Beltre has become a respected figure within the Latino community in the United States. His mission has been clear: to protect the future of our community through smart financial strategies.
He combines deep industry knowledge with a genuine commitment to excellence and financial education. He has impacted the lives of hundreds of families and agents, guiding them in building wealth, planning for tax-free retirement, and creating emergency funds.
His human, strategic, and ethical approach positions him as a financial architect who transforms lives with every decision.
Today, Yoel continues to lead with purpose, inspiring others to take control of their financial future with clarity, confidence, and vision.


This is a type of permanent policy that allows the insured to
accumulate cash value in addition to their death benefit. It can be
setup to help supplement your retirement plan.

This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.

Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

This is a type of permanent policy that allows the insured to
accumulate cash value in addition to their death benefit. It can be
setup to help supplement your retirement plan.
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ARIZONA
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MARYLAND
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OKLAHOMA
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