Who is Oak Tree Insurance?
Corey started in financial services in 2001 as a licensed banker for a major bank. After a successful career as a banker he earned his securities licenses and began offering retirement planning to his bank clients as a financial advisor.
In 2011 he began offering auto, home, business, and life insurance with a captive insurance agency. He soon realized the advantage of being an independent agent and is now a partner with Atlas Insurance Brokers. He operates as Oak Tree Insurance and has the ability to offer solutions through more than 50 different insurance companies and nearly an insurance need.
On May 31st, 2016 Corey sold his investment advisor practice to Diversified Wealth Management in order to focus solely on his insurance clients at Oak Tree Insurance.
|Insurance Licenses:Department of Commerce general insurance license for Property and Casualty, Life (term, whole, universal and variable), Accident and Health, Annuities (fixed and variable) Long-term care, Disability, Group Benefits.Securities Licenses:Series 7 NASD – License for general securities (stocks, bonds, mutual funds), Series 6 NASD – License for mutual funds / variable insurance / annuities, Series 63 NASAA – License for federal and state securities regulations|