The fair market value of annuities is an estimate of what the entire interest of the annuity is worth today. If advisors don't realize how FMV differs from what's shown on an annuity statement, it could lead to calculation errors for advisors and inaccurate communication with clients.

What's the right annuity for your client? And can you prove you're recommending the best one?

For older clients and those who intend to pass assets on to the next generation, purchasing a life policy with a long-term care rider is a good option to help address this challenge.

We interviewed advisors to uncover why someone might choose another FMO over us.

As an advisor, your role goes beyond identifying potential risks—you also need the right strategies to mitigate them effectively.

You’ve probably heard the term “actuary,” but what exactly does an actuary do? Simply put, actuaries are experts in risk management.  

Here's what advisors should focus on during life insurance policy reviews to ensure their clients remain protected— and how Core can help.

Dive into the top retiree regrets and how advisors can use Core’s math-based tools to deliver greater financial certainty.

Inflation is often referenced as the silent killer of financial planning. Despite this, it remains one of the most underweighted factors.

Help your clients take advantage of tax-deductible opportunities with LTC, grow their funds tax-free, and maintain tax-free benefits.

Founded by an actuary, Core Income stands out by putting high-quality service, mathematical precision, and long-lasting partnerships first.

Take control of complex concepts like inflation, longevity, IRR, and sequence of returns and turn them into customized client reports.

Discussing long-term care with aging family members can feel daunting, emotional, and filled with uncertainty. However, the sooner you begin

Life insurance is more than just a policy; it’s peace of mind. Yes, we know it’s a buzzword, but it’s true. Despite its critical role in...

Feeling lost in the jargon of IMOs, FMOs, and insurance brokerages? You’re not alone. We set out to share a few industry-built terms and...

Creating and sticking to a budget is crucial for achieving financial stability and reaching your financial goals. In this blog post,...