Our Team : Metz Insurance & Financial

Our Team

Corey Metz, CLU®

Principal

Corey graduated from Tulane University in 1995 with a BSM degree in Finance and went straight into the life insurance business. For more than 27 years now, Corey has served clients in Dallas and around the country, providing consistent professional care to individuals and privately held business owners.

His primary focus is working with his clients to protect their families and businesses from the financial losses stemming from death, disability, and extended long term health issues. With Corey's affiliation to the Nautilus Group®, he works with more complex, high net worth families and privately held businesses on generation to generation wealth transfer goals and succession plans. The Nautilus Group® is a service of New York Life Insurance Company.

Corey prizes his reputation for having genuine concern for each client's own best interests and long term legacy goals. Professional in every step, Corey has his own due care process to understand current needs and closely watches market trends to help evaluate and find appropriate solutions for his clients.

Since 1995, Corey has earned many industry honors including membership in the prestigious Million Dollar Round Table (MDRT) for 21 years. He has qualified for the prestigious MDRT Court of Table sixteen times, and Top of Table six times.* He is a recipient of the National Quality Award from the National Association of Financial Advisors (NAIFA) and was highlighted in NAIFA's national publication of Advisor Today in July 2011 as "Four Under Forty" portraying four top advisors and community leaders nationwide under 40 years of age. Corey has been a featured speaker at several industry events nationwide and was most recently a featured speaker at the MDRT meeting in 2013.

Corey has been a member of his industry association, NAIFA, for 18 years and served on the board of directors in 2007-2009. He is a member of AALU which is the top legislative group in the life insurance industry. He recently served on the board of governors of the Dallas Estate Planning Council (DEPC) and serves on a professional advisory committee to the Dallas Jewish Community Foundation. He is active in a few other local charities as well.

Aside from work, Corey likes to travel and spend time with his two beautiful daughters. He also enjoys playing tennis and skiing.

 

Pamela Thorsell

Director of Operations

Pam Thorsell is the Director of Operations at Metz Insurance & Financial. When she graduated from Mount Union College, she intended to teach elementary school the rest of her life. Yet three years into teaching kindergarten and 2nd grade, she realized the numerous teaching opportunities outside the classroom.

Pam spent the next two years developing a recycling education program for the City of Cuyahoga Falls. From there she transitioned into the auto insurance industry where she taught independent agents across the country how to maximize the products and services offered by their carriers to reduce servicing time, improve retention, and increase revenue. Pam was soon promoted to management where she trained sales personnel to do the same. After eleven years on the road, Pam wanted to spend more time with her husband and son so she began working "behind the scenes," developing marketing materials to support the efforts of the sales force and independent agencies. Today Pam utilizes the lessons she taught agents for so many years and directly applies them to the operations of Metz Insurance & Financial.

Outside of work Pam most enjoys quality time with her husband and son, doing a variety of activities from quiet family bike rides to the busy exploration of Dallas area attractions. She also serves the community as treasurer for Cub Scout Pack 211, as a mentor for the Daffron Elementary STOP program, and by presenting in-home cooking demonstrations.

 

Joy Palmer

Client Office Support

Joy Palmer has been with New York Life since 1992. Joy’s expertise in pecuniary illustration systems and industry products makes her an invaluable asset in providing our clients with options for their planning needs.

Originally from Beaumont, Texas, Joy attended Lamar University. She worked for several top producers of the industry, undertaking a broad range of secretarial and administrative duties. Her superior clerical support and customer service resulted in Joy being promoted as an executive administrator for a founding agent of the Nautilus Group until his retirement.

In her time away from work, Joy enjoys spending time with her daughter, who is also in the industry, and volunteering to support U.S. military and veterans.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance. Corey has qualified for Court of Table in 2003, 2005, 2008 - 2021. He has qualified for Top of Table in 2010, 2012, 2013 and 2019 - 2021.