Corey Owen manages his independent practice at Kingsview Partners in Seattle, Washington and has over 13 years of experience in the Financial Services industry.
Growing up in Tucson, Arizona Mr. Owen graduated from Northern Arizona University, receiving a double major in Public Relations and Advertising, while also earning the Golden Axe and President’s Prize for recognition of his community service and student government leadership roles. He continued his education at Grand Canyon University, obtaining his Master of Business Administration (MBA) degree and then went on to earn the top industry designations of Chartered Financial Consultant (ChFC®) from The American College along with the widely recognized Certified Financial Planner (CFP®) from The College for Financial Planning.
Over the last decade, Corey has gained extensive experience assisting clients with protecting, preserving and growing their wealth. He has managed an insurance agency specializing in life and long-term care planning and worked with some of the largest global financial services firms such as Morgan Stanley, JPMorgan Chase and Wells Fargo as both a Private Client Advisor and Financial Planning Specialist.
Corey has a passion to assist families in navigating the complex questions and concerns facing investors today and has the background and skills to help simplify the process. With prior firms often hindering his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services. These services include personalized guidance, client centric financial planning, professional portfolio management, streamlined performance reporting, and a collaboration with tax and legal professionals.
Having proudly served in the Arizona Army National Guard, Corey was deployed to Iraq in 2003 and has traveled to over 50 countries bringing a unique and comprehensive perspective to all his clients. Currently living in Kirkland, Washington he enjoys every possible chance to take out his boat and is excited to be marrying the love of his life, Kimmy Adam later this year.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.