Corey Metz, Clu

Corey Metz, Clu Email and Phone Number

Principal @ Dallas, TX, US
Dallas, TX, US
Corey Metz, Clu's Location
Dallas, Texas, United States, United States
Corey Metz, Clu's Contact Details
About Corey Metz, Clu

Metz Insurance & Financial is an independent firm specializing in life insurance, disability income, and long term care solutions for emerging wealth and established families as well as privately held business owners.For 20 years we have been providing businesses and affluent individuals with creative financial and insurance solutions that are in alignment with their unique goals and risk tolerances. Our firm is advice-focused rather than product focused, and our goal is to educate our clients. Like a good coach, we help consult and evaluate the full field of options available to each family or business.

Corey Metz, Clu's Current Company Details
Metz Insurance & Financial

Metz Insurance & Financial

Principal
Dallas, TX, US
Corey Metz, Clu Work Experience Details
  • Metz Insurance & Financial
    Principal
    Metz Insurance & Financial
    Dallas, Tx, Us
  • The Nautilus Group
    Member
    The Nautilus Group Sep 2010 - Present
  • Metz Insurance & Financial
    Principal
    Metz Insurance & Financial Sep 1995 - Present
    12201 Merit Dr. Suite 1000 Dallas, Tx 75251
    I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. I am licensed in the states of California (#0C45400), Colorado, Illinois, New York, Oklahoma, Tennessee and Texas. Neither Metz Insurance & Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Metz Insurance & Financial is not owned or operated by New York Life Insurance Company or its affiliates. 12201 Merit Dr., Ste.1000, Dallas, TX 75251. (972) 774-2477.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.MDRT is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.

Corey Metz, Clu Skills

Insurance Life Insurance Investments Employee Benefits Disability Insurance Long Term Care Strategic Planning Retirement Healthcare Estate Planning Fixed Annuities Retirement Planning Mutual Funds Long Term Care Insurance Small Business Public Speaking Business Exit Strategy Asset Protection Wealth Preservation Planning Universal Life Life Insurance Strategies Permanent Life Insurance Buy Sell Agreements Creative Problem Solving Wealth Transfer Strategies Key Person Protection Legacy Planning Income Protection Business Succession Planning Charitable Giving Licensed Life Insurance Agent Lifetime Income Strategies Whole Life Insurance Succession Planning Variable Annuities Retirement Income Strategies Gifting Strategies Term Life Insurance Financial Services

Corey Metz, Clu Education Details

  • Tulane University - A.B. Freeman School Of Business
    Tulane University - A.B. Freeman School Of Business
    Finance
  • Heritage Hall School
    Heritage Hall School

Frequently Asked Questions about Corey Metz, Clu

What company does Corey Metz, Clu work for?

Corey Metz, Clu works for Metz Insurance & Financial

What is Corey Metz, Clu's role at the current company?

Corey Metz, Clu's current role is Principal.

What is Corey Metz, Clu's email address?

Corey Metz, Clu's email address is co****@****nce.com

What schools did Corey Metz, Clu attend?

Corey Metz, Clu attended Tulane University - A.b. Freeman School Of Business, Heritage Hall School.

What skills is Corey Metz, Clu known for?

Corey Metz, Clu has skills like Insurance, Life Insurance, Investments, Employee Benefits, Disability Insurance, Long Term Care, Strategic Planning, Retirement, Healthcare, Estate Planning, Fixed Annuities, Retirement Planning.

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