Presentation given at the 2019 Infinite Banking Concepts Think Tank Symposium
Pedro explains how he fled Communist Cuba as a young man, earned several degrees including a Ph.D. and an MBA from Columbia University in New York City, worked for a Think Tank of the U.S. Department of Defense in Washington, D.C., and later, The Ford Motor Company in their Strategic Planning Department in Dearborn, Michigan. All this, before finally embarking upon the wealth management business where he and his wife Isis became immensely successful until the 2008 financial crisis. He explains how that painful experience combined with the discovery of Nelson Nash’s IBC changed his life forever. He then walks through various specific examples of how he and his wife currently obtain clients for his successful Infinite Banking practice in Coral Gables, Florida. Pedro culminates his presentation with a unique Business Owner case study solving for business capital and retirement money for old age while being uninsurable.