Our Services

We’re not just a wholesaler—we’re an extension of your team, providing unbiased guidance and fast, accurate responses whenever you need us.

See how we help you deliver financial certainty for your clients.

Actuarial Risk Management

Math-Driven Client Recommendations

Core Income leverages actuarial expertise to help advisors deliver reliable, data-driven, and third-party recommendations to their clients.

With clear, objective strategies backed by rigorous analysis, you can confidently guide clients toward long-term financial security while effectively managing risk.

Custom Marketing Strategy

Taking Your Marketing from Boring to Brilliant

Your practice is unique. Your marketing should be, too.

At Core, we take the time to truly understand your business, your clients, and your goals to create a strategy that’s built for you.

With a full suite of support and resources, we help elevate your brand, implement effective strategies, and provide the marketing knowledge you need to grow.

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Full-Service Operations Support

Say Goodbye to Back-Office Headaches

We know continuity, personalized service, and efficiency matters.

With Core, you get full-back office support, a smooth case management process, and a personalized team that knows you and your clients.

Let us handle the heavy lifting so you can focus on your clients.

Supporting Your Ongoing Success

Insurance Intel

This two-day, all-expenses-paid, training equips advisors with in-depth knowledge of insurance products.

You’ll learn how to effectively utilize risk management strategies to improve client outcomes.

100% Answer Rate Guarantee

When you call, we pick up.

Our 100% answer rate guarantee* and quick turnaround times ensure advisors can serve their clients without unnecessary delays or frustration.

Industry Connections

We’re committed to getting you the accurate, timely answers you need.

Our established relationships with insurance companies make navigating the complex world of insurance seamless for advisors.

*Monday-Friday 8AM-5PM (CT)

Our Proprietary Tools

Actuary Lab

Run simple, customizable reports through our (free!) suite of risk management tools designed to help financial advisors navigate client portfolios with precision.

Core Connect

Manage your business, get real-time updates, and access our educational resources all in one place.

Biz Tracker

Access client information instantly. Easily track case statuses—whether in review, funding, offer, or issue—all in one place.

Does Core Income require advisors to sign contracts?

Financial advisors will never be required to sign a contract with us. We want advisors to do what’s right for them and their clients. If that means the right product isn’t on our shelves at that time, we’ll support you in finding what’s best for them, wherever that may be.
What does it cost to work with Core Income?

Nothing! There is no charge to you when working with Core—we're compensated by the insurance carrier. That means you get a dedicated team of 10+ experts supporting your business at no extra cost. It’s a win-win!
What marketing support do you offer?

From website updates and referral strategies to client gifting and event assistance, we’ve got you covered. We don’t believe in a one-size-fits-all approach—we take the time to understand you, your clients, and your goals to create a marketing strategy tailored to your business.