CPAs handle taxes.
Attorneys handle legal.
Have an Actuary help you Manage Risk!
A simple, easy-to-use resource for financial advisors interested in utilizing actuarial strategies to minimize client risk resulting in happy retirements.
Ready to enhance your retirement planning strategies?
Take control of complex technical concepts like inflation, internal rate of return, and more, and turn them into simple, customized reports unique to each client.
Why Core
For Risk Management
Superior Planning Outcomes, Resulting in Increased Client Trust!
Since 2012, Core Income has empowered advisors with independent, actuarial science-based solutions, helping you deliver financial certainty and tailored strategies that strengthen client trust.
Your Actuarial Toolkit:
Designed to support your growth and efficiency at every stage.
01.
Dedicated Actuarial Team & Expertise:
Gain confidence in product recommendations with support from a team of seasoned actuaries and professionals, ready to help you navigate complex options and prepare for impactful client conversations.
02.
Actuary Lab - Tools at Your Fingertips:
Take control with a robust suite of tools, including IRR and longevity analytics, along with the flexibility to generate customized client reports, positioning you as a leader in financial insights.
03.
Core Connect - Your Seamless Insurance Hub:
Streamline your process with Core Connect, where you can track all your cases, access proprietary tools, trainings and view key industry insights—all in one convenient platform.
