Corey Lawson

Financial Services Representative | Helping Empower Individuals & Families to Achieve Financial Clarity and Confidence | Allstate Financial Services

Role
Financial Services Representative at Spectrum Financial Group
Location
Dallas, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Corey Lawson

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.I enjoy golfing and spending time with my family in my free time.

Experience

  1. Financial Services Representative

    Spectrum Financial Group

    Dec 2024 — Present

    Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.• Licensed to sell insurance in Texas, offering comprehensive services to clients at Spectrum Financial Group.• I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

Education

  • University of North Texas

    Bachelor of Business Administration (B.B.A.), Business

    2007 — 2013

Skills

  • Loan Origination
  • Real Estate
  • Mortgage Lending
  • Fha Financing
  • Customer Service
  • Investments
  • Health and Life Insurance
  • Va Loans
  • Term Life Insurance
  • Life Insurance
  • Refinance
  • Finance
  • Banking
  • Risk Management
  • Fixed Annuities
  • Residential Mortgages
  • Sales
  • First Time Home Buyers
  • Credit
  • Usda
  • Health Insurance
  • Foreclosures
  • Mortgage Banking
  • Underwriting
  • Credit Analysis
  • Loans
  • Commercial Lending
  • U.s. Federal Housing Authority (Fha)
  • Investment Properties
  • Fha

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Corey Lawson — Financial Services Representative at Spectrum Financial Group in Dallas, TX, US | Unifers