Become a Corazon Financial Coach
Empower Your Clients. Grow Your Business. Change Your Community.
What You’ll Gain as a Corazon Financial Coach
Gain exclusive tools, mentorship, and proven strategies to coach clients, grow your business, and become a trusted leader in your community.
- Exclusive Access to Louis Barajas’ Coaching Tools
Use the same worksheets, presentations, and tools that Louis uses with his personal clients, including high-net-worth individuals, business owners, and families across the country.
- The Financial Greatness Process™ Training
Coach your clients through the proven 4 Stages of Financial Greatness™:
- Stage 1: Clarify Their Vision
- Stage 2: Create a Plan
- Stage 3: Commit & Complete Goals
- Stage 4: Celebrate & Contribute
- Financial Literacy Presentations Ready to Go
Get Louis’ customized financial literacy presentations that you can use at local events, schools, churches, and businesses—positioning you as the trusted financial expert in your community.
- Live Coaching Support
Not comfortable speaking yet? No problem. You can schedule a day for Louis Barajas himself to present at your event, helping you attract clients and grow your credibility.
- Build a Real Coaching Business
Offer valuable coaching services to clients and charge for your expertise. With the right tools and training, you can turn coaching into a profitable, purpose-driven income stream.
Turn Your Passion Into Purpose — And Profit
At Corazon Financial & Insurance Services, we believe that coaching isn’t just about numbers. It’s about helping people live better lives. When you become a Corazon Financial Coach, you gain the tools, resources, and mentorship to guide your clients toward what Louis Barajas calls Financial Greatness™—all while building your business and becoming a respected leader in your community.
Choose Your Coaching License
Individual License
Perfect for Financial Representatives ready to growtheir solo coaching practice.
$
199
Monthly
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Access to Louis’ Worksheets, Presentations & Tools
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Coaching & Training from Louis Barajas
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Use of Financial Greatness™ Process
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Permission to Charge for Coaching Services
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Access to Corazon CRM
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Use of Financial Literacy Presentations
Become a Corazon Financial Coach
License Coverage 1 Coach
Office License
For offices wanting to train multiple Financial Representativesas Financial Coaches and offer coaching services across your team.
$
350
Monthly
-
Access to Louis’ Worksheets, Presentations & Tools
-
Coaching & Training from Louis Barajas
-
Use of Financial Greatness™ Process
-
Permission to Charge for Coaching Services
-
Access to Corazon CRM
-
Use of Financial Literacy Presentations
Become a Corazon Financial Coach
License Coverage Office & Team
OUR SERVICES
Everything You Need to Succeed
Gain in-depth knowledge of insurance products, business strategies, and community-focused approaches through workshops, webinars, and on-demand lessons.
Access professionally designed marketing materials, including brochures, flyers, and digital content, to effectively reach and engage your clients.
Work closely with experienced mentors who provide guidance, support, and actionable advice tailored to your goals and challenges.
If you’re not yet licensed, we’ll guide you through the licensing process and ensure you’re set up for success as a Corazon Financial representative.
Share valuable insights with your clients through our professionally crafted monthly newsletters, designed to keep you top-of-mind and build trust.
Stay ahead with regular workshops and events designed to expand your knowledge, skills, and connections in the industry.
Be celebrated for your achievements with exclusive recognition events, competitions, and opportunities to earn bonuses and equity.
Our headquarters team is always ready to assist with any questions or needs, ensuring you have the resources to grow your business.
Don’t Have an Insurance License Yet?
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