At Rul-lan & Associates Insurance and Investment we are ready to use our extensive experience to assist you with your financial planning and insurance needs. We believe in developing lasting relationships based on trust and mutual respect. We are ethically committed to providing thoughtful, skilled guidance and personalized service to enable you to establish and maintain control over your financial life.
The inclusion of any link is not an endorsement of any products or services by Rul-lan & Associates Insurance and Investments or American Equity Investment Corporation or American Capital Management Inc. All links have been provided only as a convenience. Securities offered through American Equity Investment Corporation (AEIC), Member FINRA/SIPC. Advisory Services offered through American Capital Management, Inc (ACMI).
A Register Investment Adviser. Rul-lan & Associates Insurance and Investments is independent of AEIC and ACMI. Rul-lan & Associates Insurance and Investments does not provide tax or legal advice, we are willing to work closely with your tax and legal adviser.
The inclusion of any link is not an endorsement of any products or services by Rul-lan & Associates Insurance and Investments or American Equity Investment Corporation or American Capital Management Inc. All links have been provided only as a convenience. Securities offered through American Equity Investment Corporation (AEIC), Member FINRA/SIPC. Advisory Services offered through American Capital Management, Inc (ACMI).
A Register Investment Adviser. Rul-lan & Associates Insurance and Investments is independent of AEIC and ACMI. Rul-lan & Associates Insurance and Investments does not provide tax or legal advice, we are willing to work closely with your tax and legal adviser.
Services
Carlos has worked in the insurance and financial service industry in Louisville, KY since 1980.
He is currently affiliated with American Equity Investment Corporation and American Capital Management Inc.
Carlos obtained his Accelerated Executive Certificate in Financial Planning from Bellarmine University.
The professional designation of Certified Estate Planner Professional was earned from the ABTS Institute for Estate Preservation.
He also holds the professional designation of Life Underwriter Training Council Fellow (LUTCF).
He is currently affiliated with American Equity Investment Corporation and American Capital Management Inc.
Carlos obtained his Accelerated Executive Certificate in Financial Planning from Bellarmine University.
The professional designation of Certified Estate Planner Professional was earned from the ABTS Institute for Estate Preservation.
He also holds the professional designation of Life Underwriter Training Council Fellow (LUTCF).
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