WHAT MAKES US DIFFERENT
WE HAVE AN ACTUARY
Actuarial science is about managing risk. While nothing is foolproof, applying actuarial techniques to retirement and annuity designs can provide an extra layer of scrutiny and consideration, and widen the scope to review your client’s options. While working with Core, you’re given access to our in-house actuary who knows the inner workings of the industry’s leading companies.
WE DO THE WORK
Leverage our knowledge of evaluating risk to recommend an annuity strategy based on your client’s profile that takes into consideration where they are now and where they want to be at retirement and beyond.
WE DO THE MATH
Cut through the clutter of sales pitches and special offers with our personalized case design and review. Use the power of math and statistics to formulate retirement strategies for use with your clients.
WE HAVE THE TOOLS
By working with Core, you have access to a number of proprietary tools that help analyze the risk-versus-reward decision-making process of selecting an annuity. We want to help you make a more informed decision when it comes to comparing products and strategies.