Carlos Batista, Agent with New York Life

Agent licensed to sell insurance through New York Life Insurance Company. As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Operating as usual

Timeline photos 12/31/2021

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think. #HappyNewYears

Timeline photos 12/24/2021

Wishing everyone a happy and healthy holiday season!

Whole Life Insurance as an Investment | New York Life 11/25/2021

Whole Life Insurance as an Investment | New York Life

Happy #Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the memories you make. When the festivities have quieted, give me a call and we'll talk about how to protect them.

Whole Life Insurance as an Investment | New York Life When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

Timeline photos 11/11/2021

On #VeteransDay, we salute those who bravely serve our country and protect all of us every day.

Small Business - Protect, Reward, and Plan | New York Life 10/11/2021

Small Business - Protect, Reward, and Plan | New York Life

Whether your business is closed or not for #ColumbusDay, it's the perfect time to explore new horizons of your own. With our financial professionals, you can learn about new ways to protect your business, reward your employees, and prepare for the future.

Small Business - Protect, Reward, and Plan | New York Life Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

Timeline Photos 09/06/2021

This #LaborDay, let the shift from summer heat to a hint of autumn chill inspire you to make a few shifts of your own. If you use this short list as a guide, a few changes might make for a better future.
https://www.newyorklife.com/articles/why-whole-life

Timeline Photos 08/09/2021

This #LaborDay, let the shift from summer heat to a hint of autumn chill inspire you to make a few shifts of your own. If you use this short list as a guide, a few changes might make for a better future.

Timeline Photos 07/04/2021

From amber waves of grain to purple mountain majesties, happy #FourthofJuly to everyone across this great country.

Timeline Photos 06/19/2021

#Juneteenth is a moment to celebrate Black history, commemorate challenges and victories, and hope for a better tomorrow.

Memorial Day: remembering our fallen heroes. 05/31/2021

Memorial Day: remembering our fallen heroes.

Today we honor all those who have served. #MemorialDay

Memorial Day: remembering our fallen heroes. On Memorial Day, we honor those who died while serving in the military. Here we look back at how New York Life has supported our country’s heroes throughout our long history.

Mortgage protection—Utilize life insurance | New York Life 04/09/2021

Mortgage protection—Utilize life insurance | New York Life

Looking for a great way to help protect your mortgage? DM me and I'll explain how you can use life insurance to help alleviate the risk of your family being left with an unmanageable financial burden.

Mortgage protection—Utilize life insurance | New York Life Ensure your family's home security with life insurance for mortgage protection. Customize a solution that fits your needs with a New York Life agent today!

Life Insurance Information and Advice | Protecting Your Family 04/04/2021

Life Insurance Information and Advice | Protecting Your Family

This year may feel different than most, but protecting your loved ones and obtaining financial security is a lifelong need. DM me to learn how we can work together to help you reach your goals, no matter what—or when—they may be.

Life Insurance Information and Advice | Protecting Your Family Choosing the right life insurance to help protect your family is an important decision. Let the expert financial professionals at New York Life help you make the right one.

Life insurance dividend options—Reach your goals | New York Life 03/30/2021

Life insurance dividend options—Reach your goals | New York Life

In times like these, a little extra help can go a long way. Learn about New York Life's 166-year legacy of providing dividends to participating whole life policy owners, and some of the ways you can make the most of the added benefit.

Life insurance dividend options—Reach your goals | New York Life What should you do with your life insurance dividends? Learn from New York Life about dividends payouts and how they can be used to reach your financial goals.

Taking action to support the Asian American community. 03/29/2021

Taking action to support the Asian American community.

At New York Life we stand in unity with Asian Americans and all underrepresented communities, and pledge our support to eradicate racism and promote fairness and justice in our society. #STOPASIANHATE

Taking action to support the Asian American community. The Asian American Business Development Center, along with the United States Hispanic Chamber of Commerce and U.S. Black Chambers, has called on CEOs across America to sign a pledge in support of the Asian American community.New York Life Chief Diversity Officer Kathleen Navarro helped craft the ple...

Major life events that can affect your life insurance | New York Life 03/25/2021

Major life events that can affect your life insurance | New York Life

If 2020 has taught us anything, even our best laid plans can go awry. Here are four major life events that can have a significant impact on your financial security, and how life insurance can help.

Major life events that can affect your life insurance | New York Life Learn from New York Life how these four life changing events can affect your life insurance and finances. Discover the options you have to address your needs.

03/20/2021

Financial tips for single parents | New York Life

Losing a spouse is always traumatic, whether through divorce or the passing of your partner. But when you're a single parent, it can be twice as hard. While there's no checklist for what to do, I can help make it easier. Let's talk.

Financial tips for single parents | New York Life Read New York Life's complete guide to financial planning for single parents. Find helpful tips for navigating a new and unfamiliar landscape as a single parent.

Life Insurance Resources - Protect What's Important | New York Life 03/15/2021

Life Insurance Resources - Protect What's Important | New York Life

In times like these, we all could use a little more protection. Fortunately, I'm here to make it easier. Click here to learn how life insurance can help protect and grow your family's financial future, and then let's talk.

Life Insurance Resources - Protect What's Important | New York Life Learn from New York Life about the proven protection and financial benefits that life insurance has to offer. Browse our resources and protect what's important!

Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life 03/10/2021

Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life

Been thinking about getting life insurance but haven't had the time to look into it? You can either read this article, or reach out to me, and I'll give you the rundown of what you need to know.

Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life Looking to buy life insurance, but not sure where to start or how much coverage you need? Learn 6 tips from New York Life on how to get life insurance today!

03/06/2021

Debt management—Keep debt from limiting your future | New York Life

Debt is stressful and confusing. I can help you get you some clarity and build a strategy that gives you confidence in your financial future. Let’s touch base today!

Debt management—Keep debt from limiting your future | New York Life The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

03/06/2021

Save a minimum amount for retirement | New York Life

Retirement might seem far away, but can you picture what it looks like? What’s your ideal lifestyle? By getting started today, we can work together to help you reach your long-term goals.

Save a minimum amount for retirement | New York Life Starting retirement savings may seem unrealistic or impossible. Learn from New York Life why you should save the minimum amount needed for retirement today.

Timeline Photos 03/05/2021

The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Timeline Photos 03/05/2021

Saving for your child’s education is likely one of your financial goals. But how much is enough? Reach out to me today! Together, we can work on a strategy to help you manage educational expenses to set your child up for success.

03/05/2021

Save a minimum amount for retirement | New York Life

How do you intend to spend your next chapter? Have you even started planning for it? I’m here to help no matter what stage of retirement planning you’re in. Learn how to start saving for retirement today:

Save a minimum amount for retirement | New York Life Starting retirement savings may seem unrealistic or impossible. Learn from New York Life why you should save the minimum amount needed for retirement today.

Timeline Photos 03/05/2021

Just because you’re retired doesn’t mean you’ve stopped preparing for the future. Building an estate plan is a great way to leave a legacy for future generations. If you have questions about estate planning or building a legacy, reach out to us and we can help you get started.

Discussing finances with your family: Ideas and inspiration. | New York Life 03/05/2021

Discussing finances with your family: Ideas and inspiration. | New York Life

Talking about financial matters with your family isn't always easy, but it's important. These tips can help make it easier. Give me a call when you're ready to have the talk with your family, and I'll give you even more tips that I find useful.

Discussing finances with your family: Ideas and inspiration. | New York Life It's important to discuss key financial matters with your loved ones as soon as possible so everyone's informed about the key issues.

Timeline Photos 02/28/2021

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

Mortgage Protection Insurance for Homebuyers | New York Life 02/28/2021

Mortgage Protection Insurance for Homebuyers | New York Life

You've made your home your own. Life insurance can provide the mortgage protection you need to keep it that way.

Mortgage Protection Insurance for Homebuyers | New York Life Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

02/28/2021

Supplementing your saving for college with a Whole Life Insurance policy | New York Life

They may be taking their first steps, but before you know it, they'll be off to college. Learn how having whole life insurance now can give you the added benefit of growing its cash value for when you need it later on.

Supplementing your saving for college with a Whole Life Insurance policy | New York Life Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

02/23/2021

Monthly breakdown of your child's biggest expenses | New York Life

We all know having a baby isn't cheap, but have you ever figured out how much you will actually need? Before you put a for sale sign on all your favorite possessions, here's a monthly breakdown of some of the biggest expenses you can expect.

Monthly breakdown of your child's biggest expenses | New York Life How much does it cost to raise a child? Learn from New York Life how you can plan for some of the monthly costs of a baby during your first year of parenting.

02/23/2021

Debt management—Keep debt from limiting your future | New York Life

Many of us deal with debt at some point in our lives. Holding a lot of debt can be stressful, which is why becoming or remaining debt-free is an important goal. As a financial professional with New York Life, I have all the tools necessary to help you reach your long-term goals.

Debt management—Keep debt from limiting your future | New York Life The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

Life Insurance Information and Advice | Protecting Your Family 02/23/2021

Life Insurance Information and Advice | Protecting Your Family

It’s difficult to know how to prepare and save for the future. It all starts with your goals. I can help you develop a financial strategy that meets your needs. So, what are you waiting for? Let’s talk about your future!

Life Insurance Information and Advice | Protecting Your Family Choosing the right life insurance to help protect your family is an important decision. Let the expert financial professionals at New York Life help you make the right one.

Timeline Photos 02/23/2021

Financial balance: we all need it, but it takes work to achieve it. Let me help you create a strategy that puts you on a path to realize your future goals, while keeping your family financially secure today.

Timeline Photos 02/23/2021

Your career has evolved, and your financial solutions should as well. As a New York Life financial professional, I have the resources and experience of a Fortune 100 company at my disposal to help you create a strategy that succeeds both now and in the future.

Term Life Insurance - Protection For A Period of Time | New York Life 02/23/2021

Term Life Insurance - Protection For A Period of Time | New York Life

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Give me a call to learn how a cost-effective, portfolio approach can help provide protection on your terms.

Term Life Insurance - Protection For A Period of Time | New York Life Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

Retirement Planning - Help Your Savings Last | New York Life 02/23/2021

Retirement Planning - Help Your Savings Last | New York Life

It’s hard to prepare for the unexpected and future healthcare expenses. That’s where we come in. New York Life has been guiding people through retirement planning and unplanned life events for over 175 years. Let’s talk about ways that we can help give you peace of mind in retirement.

Retirement Planning - Help Your Savings Last | New York Life Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

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2 Lakeshore Ctr
Bridgewater, MA
02324

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