Proprietary Tools
We offer personalized case design and review using a variety of tools that you can’t find anywhere else.
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Education
We want you to understand what we’re offering — and then take the next step to make sure you understand why.
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Back-Office Support
Our team is your team. With a focus on fast, accurate and friendly service, we support you every step of the way.
learn moreWe use math to try to find the best products for your client.
Nothing is foolproof, but applying actuarial techniques to retirement and annuity designs can provide an extra layer of scrutiny and consideration, and widen the scope to review your clients’ options. We apply this approach to every case we handle.
Independent, unbiased guidance.
At Core, we’re not selling you a product, we’re designing a solution for your client. This allows us the freedom to impartially search and analyze product offerings available from more than 30 different carriers on your behalf and no one else’s.
Actuary based
Our data-driven decision-making process gives you an unbiased picture of your clients’ product options, giving you a leg up on your competition.
Analytics focused
Knowledge truly is power. When we make a recommendation, we go through the reasoning underpinning it. We don't just do the math, we show our work too.
Our Focus
Not just products. Fully designed client solutions.
We want you to see how an actuarial approach can optimize the value of insurance products. That doesn’t mean you have to understand the math; our proprietary systems have that covered. But we walk you through everything else.
Coaching
We help you learn the why, not just the what, when it comes to your clients’ optimal approach. There’s no better source to learn from than someone who has spent years designing these products for insurance companies: our actuary.
Transparency
We work directly for you. In addition to an unbiased approach to the fully designed solutions that we offer you, this allows us to be transparent with you about a product’s strengths and shortcomings, giving you the whole picture.
Loyalty
Instead of focusing on the quantity of our relationships, we focus on the quality of them. When you work with Core, you have an advocate in an increasingly complex industry and we answer only to you — not to insurance companies and not to sales quotas.
Founders
Someone has to do the math. Learn more about the team that gives you data-driven client solutions — and a leg up on the competition.
Dan Slater, FSA, MAAA
Head Actuary
Tim Foley
Sales
We help independent advisors grow their practice
Everything you need for a job well done.
Like your work, ours doesn’t stop at the point of sale. We help you get to that point, and then we provide ongoing, end-to-end support for you to maximize the tools we offer. For nearly everything you do, we have a solution to help.
Learn MoreOur Advisors
You: seeking a client-centric brokerage relationship.
Us: the right fit.
We don’t sell you products. We design solutions for your clients. Because this is how we view our role, we aren’t perfect partners for everyone. But we just might be a match for you. Here’s a little more about who we serve.
For financial services professionals, we dedicate ourselves to being the best research and advice outlet available. We don’t play favorites with insurance companies, and we actively build tools to help document our selection process.
All this is so we can show our work about how we came to the best available fit for the client. Our design team always answers the phone immediately with helpful answers, whether you’re in the middle of a client appointment or calling to construct a case.
The carriers we partner with offer both commissionable and fee-based insurance products, and we clearly understand insurance’s role as a piece of a financial plan and not the financial plan. We know the technology behind being an efficient RIA and understand how to help fit insurance products under your current platform.
Finally, we build tools that document our selection process and help the advisor/fiduciary follow the path that led us to select them.
Our sales consultants understand the broker-dealer world, so they don’t recommend products that the broker-dealer hasn’t approved and follow the rules that keep reps in compliance. We also educate reps to keep the broker-dealer out of trouble for lack of disclosure.
Our processes and technology also simplify the relationship between Core and broker-dealers. For example, we have proprietary processes for evaluating insurance replacement transactions and we’ve automated reporting to the broker-dealer.
Fully designed client solutions.
Connect with us to learn more about how we can help you meet both your unique needs and those of your clients.
Education
Access our extensive educational library of webinars & helpful resources
Like your work, ours doesn’t stop at the point of sale. We help you get to that point, and then we provide ongoing, end-to-end support for you to maximize the tools we offer. For nearly everything you do, we have a solution to help.
The Retirement Apocalypse: 4 Risks You Can’t Ignore
Learn the causes and solutions to the four major risks threatening your client’s own retirement apocalypse.
See MoreActuarial Analysis: Return on Income Riders
Learn the actuarial methods for finding and evaluating the best income riders on the market.
See MoreThe Moving Parts of Fixed Index Universal Life Insurance
Learn the mechanics of FIUL and receive a FREE copy of our turn-key client FIUL presentation.
See MoreActuarial Analysis: FIAs vs. IVAs
Take an actuarial view on the pricing and potential of both fixed index and index variable annuities.
See MoreCore Life: Small Business Continuation Strategies
Learn life insurance strategies to accomplish proper business continuation as well as retain and reward key employees. Also, receive a FREE case study ebook.
See MoreHealthcare in Retirement: The Value of LTC Risk Planning
Learn how to leverage the Pension Protection Act to offer your clients unlimited benefits, guarantee your premiums, and eliminate the “use it or lose it” concern.
See MoreTax Advantage Wealth Transfer
Whether your client has cash sitting on the sidelines, an existing annuity with built up gains or they’re just a tax-conscious client– learn more about proprietary tax-efficient solutions.
See MoreMaximizing LTC Tax Deductions
Join Hybrid LTC expert Chris Foley in a discussion around how individuals and businesses can utilize tax deductions to their advantage as it relates to Hybrid LTC products.
See MoreVolatility Control Indexes, Explained
Are index annuities too complicated? Many index products today have introduced volatility control indexes, but have done a very poor job of explaining exactly what that means. Learn the ins-and-outs in this webinar.
See MoreSelling Accumulation Focused Annuities
This webinar discusses critical factors involved with examining & exploring which annuity products may provide the best value for your clients. Receive a FREE Annuity Due Diligence Checklist.
See MoreThe Business Builder Series
Learn how to accelerate your practice growth with author and top financial industry business consultant Norm Trainor, CEO of The Covenant Group.
See MoreKai-Zen Fundamentals
Dive into the ins and outs of Kai-Zen. Our guest speaker Grace Barnard, President & co-founder of NIW, will explain how this strategy can benefit business owners, employees, doctors, executives, and other highly-compensated professionals.
See MoreGUL: No Longer Just ‘Term Insurance to Age 100’
Join us for this webinar that focuses on positioning protection-focused life solutions that empower your clients with options if they become ill, no longer need coverage, or need additional retirement income.
See MoreLet’s start a conversation
Discover why we just may be a match for each other.
