Corey Scales
MEDICARE (MAPDs & Med Sups) | P.A.C.E. | LIVING TRUST | RETIREMENT (Rollovers, Fixed Indexed Annuities, LIRPs) | BENEFITS (EE & ER Supp’s, Tax-sheltered Savings) | INSURANCE (Term, Final Expense, Burial Plans, WL & IULs)
- Role
- Founder & CEO at Optimal Wealth Network, Dba Own Senior Solutions And Insurance Services
- Location
- San Bernardino, CA, US
- LinkedIn followers
- 500 followers
About Corey Scales
Corey Scales Sr, Founder and CEO of Optimal Wealth Network Inc, has served his community and country for over 30 years as a licensed professional in the financial services industry.Corey is passionate about helping business owners, families, and individuals develop strategies to optimize tomorrow\'s wealth, today. Through his signature message,\"Leverage B4-U LIQUIDATE,\" he empowers clients to truly OWN their lives. Don\'t Just Retire, OWN Your Life! Visit OptimalWealthNetwork.com/insurance to learn how to L.I.F.T. your retirement and lock in growth by Leveraging Insurance as a Financial Tool.
Experience
Founder & CEO
Optimal Wealth Network, Dba Own Senior Solutions And Insurance Services
Jun 2021 — Present · CA, US
BUSINESS - Corporation/LLC Start-up, Lender-compliance /Corporate Credit Set-up, and Corporate Financing /Funding Match-up. FINANCIAL - Banking 101, Credit Education, Debt Elimination, Credit Management, Retirement Preparation, Wealth Accumulation and Estate Preservation.INSURANCE - Health, Life, Annuity & Social Security
Skills
- Mortgage Lending
- Small Business
- Marketing Strategy
- Insurance
- Entrepreneurship
- Loan Modification Management
- Sales Management
- Life & Health Insurance
- Sales
- Loan Origination
- Marketing
- New Business Development
- Legal Documents
- Selling
- Start-Ups
- Public Speaking
- Leadership
- Investments
- Strategic Planning
- Customer Service
- Team Building
- Legal Document Preparation
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