Our Mission
We Help Advisors Deliver Financial Certainty.
Our Promise
To advocate for your business so you can focus on your client relationships.
Why Core?
We are committed to implementing innovative methods and personalized approaches to ensure financial stability and success for our advisors & their clients. We will be your biggest advocates!
Actuarial Risk Management
We use independent, fact-based insights to recommend mathematically superior plans for your clients.
Collaborative Partnerships
Our Partnership is tailored to you and the needs of your business. We create engaging events & education, as well as provide support in creating meaningful marketing. You can consider our team, your team.
Bryan P.
I think the initial differentiator is the technical side of Core, and really taking a math based approach, which is a huge selling point. Your independent analysis of cost, fees, and doing the illustrations and gives me a huge advantage when I’m talking to my clients.
Sheila H.
I think there are a lot of companies that don't do good customer service - that's something Core does well. Their turnaround time is really good, and they are always ready to help out.
Dylan S.
The Core team is always there for whatever I need. Their marketing team was a valuable resource in building up my own marketing strategy. Their intel events are a great opportunity to learn from an actuary, and meet the whole core team.
The Simplified Process...
01.
CONNECT
Connect with us however suits you best - email, phone, etc, and expect a timely response
COLLAB
We tailor our services to meet your needs through collaborative efforts. We have proprietary tools and actuarial education available to help you find the best products for your client needs.
02.
03.
CONSULT
We consult by understanding your clients' unique situations, avoiding a one-size-fits all approach.
04.
DELIVER
We deliver case design options grounded in factual analysis, empowering you to confidently discuss them with your clients.
05.
ONGOING SUPPORT
We offer comprehensive support tailored to meet the specific needs of your firm.
Insurance Intel
Discover Insurance Illumination!​
Dive into annuities, long-term case and life insurance at our all-expenses-paid two-day event.
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Why you should attend? Unlock the power of insurance in retirement planning. Learn how to integrate annuities, LTC and life insurance into your practice to enhance your client strategies.
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2025 Dates Coming Soon!
The Leadership Team
Our Leadership Team - We are experts at our crafts. We are unique and specialized within the financial industry and beyond. We are here to support you, lead our amazing teams to the unthinkable, and foster a culture where hard work and dedication are championed. Learn more about the rest of the team here.
Females in Finance: A Core Income Collective
Ready to challenge the status quo and pave the way for future generations? Female's in Finance was created to connect women in finance and create a space where we could uplift and empower each other in our careers. Join a supportive network where we share knowledge and feel inspired together with monthly zoom meetings!
"Math isn't always cool, but it is always right!"
-Dan Slater, Head Actuary