Cary Corwin

Observer
DISC Type : ic

Retirement at Career Break

Culver City, California, United States

Overview

Cary is a seasoned financial services professional with a career spanning since 1993. He specialized in life insurance, income replacement, and wealth transfer, notably managing over 1, 000 clients as the Director of Client Services at Krupin Partners. He holds both Chartered Life Underwriter and Chartered Financial Consultant designations.

A native of Los Angeles, Cary currently resides in Culver City. He is an avid sports enthusiast who particularly enjoys playing racquetball. He is also a dedicated fan of the local Los Angeles professional sports teams.

Unique fact: Cary has a background in teaching financial strategies to other agents in the industry.

Personality Overview

Value Driven

Example Seeker

Curious

They often ask many questions and rely heavily on information and documentation.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Client Management
Was responsible for managing over 1, 000 clients at Krupin Partners, focusing on comprehensive policy reviews and client service.
Wealth Transfer
His career involved strategizing with clients on their life insurance, wealth transfer, and estate planning needs.
Los Angeles Sports
As a Los Angeles native and resident, he is an avid fan of the local professional sports teams.

Media Appearances

Cary has no verified media appearances

Work History

1-2026
Retirement at Career Break
1-2017 - 1-2026
Director Client Services at Krupin Partners, LLC
4-2016 - 12-2016
Wealth Management Consultant at Saybrus Partners
2-2014 - 4-2016
Director Client Services at Krupin Partners, LLC
9-2013 - 2-2014
Financial Professional at The Prudential Insurance Company of America

Education

2001 - 2004
Chartered Life Underwriter from The American College of Financial Services
Bachelor of Arts from California State University, Northridge

More Information

Social Presence :

Prographics :

Exp : 12 Location : Culver City, California, United States Job Level : N/A Designation : Retirement at Career Break
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Insights For Selling To Cary

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cary is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Cary

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Cary move?

  • They like to analyze well and then make their decisions.
  • Can Cary take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Cary

Personality Compatibility


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