About Core

Analytics, Not Assumptions

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.

CORE SERVICES

Core has years of experience in a variety of services, these are our main areas of focus.

EDUCATION

Work one-on-one with someone who understands insurance products inside and out: our actuary.

PRODUCT ANALYSIS

Feel like you always need to ask, “What aren’t you telling me?” Not here.

CASE DESIGN

Industry-wide analysis to enhance your client’s value.

IN-FORCE ANALYSIS

How often do you review existing clients’ annuities, life, or LTC? We do the legwork.

ON-GOING SUPPORT

We’ve developed the tools to provide annual support on renewal. Like yours, our work doesn’t stop at the point of sale.

MARKETING

We work with some of the industry’s top advisors and are built to share their ideas and experience.

Take Us For a No Cost or Obligation Test Drive!

CONTACT US

MEET OUR TEAM

All Discipline

  • Tim Foley

    Tim Foley

    Sales

  • Jeremy Bickler

    Jeremy Bickler

    Life Brokerage

  • Dan Slater

    Dan Slater

    Actuary

  • Chris Foley

    Chris Foley

    Business Management