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Actuary Lab

A (free!) suite of risk management tools designed to help financial advisors navigate client portfolios with precision.

Actuary Lab Sign-Up

Getting Started with Actuary Lab is Easy

Sign Up

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All financial advisors are welcome to use our risk management tools. Fill out the form above to request access, and we'll get you set up!

Educational Meeting​

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If you're new to Actuary Lab, we recommend a quick introductory meeting with our team to walk through the tools and answer any questions.

Run Reports

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You can run the reports yourself or let our full-service team handle them for you - at no extra cost! We're always here to help.

Tools to enhance how you manage your clients' risk

1

Longevity

Are you planning to your clients' life expectancy - or true longevity? Shift from a 50% chance of failure to a strategy that anticipates your clients living beyond their expected age.

3

Inflation

Inflation is compound interest working against you. Understand how inflation reduces your clients' spending power through retirement.

2

Sequence of Returns

Starting retirement with a down year versus an up year can reduce your money by up to 10 years. Use this tool to demonstrate based on your client inputs.

4

Internal Rate of Return

The IRR tool strips away the marketing noise from insurance products and provides a clear, unbiased comparison.

Want to learn more about each tool? Dive into our blog!

"I’m always looking for the ‘best of the best’ for my clients, and [Core’s] actuarial expertise allows me to do this really well. It’s all about getting the best products for my clients and being able to explain why."

​- Jeff K.

Give your Core Team a call at 800-541-7713.

Our team of actuaries and educated professionals are ready to help you interpret and prepare this data for your clients.

With our clear, objective strategies backed by rigorous analysis, you can confidently help clients their achieve long-term goals and manage risk effectively.

Actuary Lab Sign-Up

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