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Math isn’t always cool, but it is always right.

We’re the insurance equivalent of pushing your glasses back up the bridge of your nose.

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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.

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We 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.

Leadership Team

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 portrait
Dan Slater, FSA, MAAA

Head Actuary

Chris Foley portrait
Chris Foley

LTC & Operations

Tim Foley portrait
Tim Foley

Sales

Jeremy Bickler portrait
Jeremy Bickler, CLU

Life Insurance

The Core Team

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.

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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.

Education

We want you to understand what we’re offering — and then take the next step to make sure you understand why.

Proprietary Tools

We offer personalized case design and review using a variety of tools that you can’t find anywhere else.

Our 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.

Let’s start a conversation

Discover why we just may be a match for each other.