Core For Financial Advisors

Analytics, Not Assumptions.

HOW CORE WORKS WITH YOU

 A timeline of how Core typically works with advisors.

1. INITIAL EDUCATION

Join our actuary for a one-on-one education session that will help you better understand how to optimize the value of insurance products. We’re here to help you look under the hood and understand the inner workings of various insurance products. You won’t have to constantly ask, “What’s the rest of the story?”

2. THE TEST DRIVE

Reach out for a no cost or obligation test drive with us. Whether you’re seeking a second opinion, analyzing an in-force policy, or seeking options for a new a client, we’d love the opportunity to showcase our ideas and analysis.

3. GETTING STARTED

Once we find a fit, we’ll provide you with a single set of appointment forms that will enable you to get contracted with multiple insurance companies. This allows you to remain independent and reduce future paperwork.

4. BUSINESS SUPPORT

We take your business seriously, whether it’s confirming that you have had the proper training, completing the correct forms, analyzing the suitability properly, or simply filling in the right blanks; our process ensures your business flows as smoothly as possible.

WHAT WE DO FOR YOU

How we help you.

LEARN WITH OUR 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 widen the scope of your client’s options. While working with Core, you’re given access to our in-house actuaries who know the inner workings of the industry’s leading companies.

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 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 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.

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WE’RE A FREE SERVICE, TAKE US FOR A TEST DRIVE!

CONTACT US

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.

PRODUCT LINES

Core has years of experience within these main product areas.

ANNUITIES

We focus on finding solutions that increase the intrinsic value to your clients rather than focusing on product features and marketing hype.

LIFE INSURANCE

We provide solutions in both the term and permanent insurance market utilizing both fixed and indexed products. Whether you are shopping for price or looking for a designed strategy we can bring a personalized solution to the table. 

LONG TERM CARE

We’re here to help you navigate the market of traditional LTC, life insurance with LTC riders, and asset-backed care solutions.  LTC is an important part of financial risk management and can be extremely valuable when done properly.

WANT TO LEARN MORE? GET IN TOUCH WITH US!

You won’t sit on hold or talk to a computer. When one of our phones ring, they all ring. Don’t hesitate to give us a call, email, or smoke signal for whatever reason. We’re happily nestled in St. Louis Park, MN near Minneapolis.

OUR OFFICE

P 800.541.7713

E info@coreincome.com

F 763.592.7988

600 Highway 169 South, Suite 1425

St. Louis Park, MN 55426