Core Team

Dan Slater's affinity for numbers can best be expressed by the equation of 4.3 x 10π. He's spent his career as an actuary making the complex simple.

Dan launched his career at a leading insurance company and led a team that developed industry leading index and variable annuities with living benefit riders. Many are the retirees that appreciate receiving that guaranteed paycheck.

After careful analysis of the options (there's a theme here) he went out on his own to start Core Income Advisors with his business partners. They realized that matching the right financial product to the right person doesn't have to be a guessing game, it can be proven.

One of Core Income's main focuses is to offer precisely that — deliver Mathematically Superior Results. The adage, "The more you know, the more you grow" has never proven truer. Dan has developed many proprietary research tools to effectively analyze the annuity, life insurance, and hybrid LTC markets with his team. His primary objective is to cut through the hype, get to the actual facts, and develop trust and transparency with advisors.

In his free time, Dan and his wife Ellen like to travel as the sports schedule allows. He enjoys coaching sports for their three boys: Frank 17, Henry 14, and Charlie 11. Needless to say, their stats are up to date and presented in an easy-to-understand, actionable format.

What do you do at Core?

My main responsibility at core is finding successful advisors and establishing a relationship with our team of marketers to help them find solutions to the insurance side of their business.

Your education or credentials

Some college, also currently working on obtaining my series 65 license.

What do you do outside of work?

Outside of work I'm a huge reader and enjoy working out as often as time permits, family is also very important to me, and I love seeing or talking to them as often as I can.

What do you do that is important to an advisor’s business?

The important role I play when it comes to advisors is providing them with the first contact of our company and answering any questions they may have before moving on to create a successful relationship with our marketers.

What do you do at Core?

I specialize in helping advisors navigate the Variable line of RILA Products to help ensure their clients personal and professional goals are met.

Education:

B.S. in Business Administration at University of Montana. I also hold Securities License Series 6, 63 and SIE.

What do you do outside of work?

I love the outdoors and the thrills of life. I love camping in the BWCA, Mountain biking, golfing, riding my motorcycle and spending quality time with my family and people close to me.

What do you do that is important to an advisor’s business?

I aim to provide a beacon of tools and support that Investment Professionals need to be successful and surpass their goals on all levels.

What do you do at Core?

I'm a recruiter.

Your education or credentials

I have a high school diploma, and I worked at Thomson Reuters as a machine operator prior to Core.

What do you do outside of work?

I like to play basketball, chess and spend time with friends and family.

What do you do that is important to an advisor’s business?

I am very detailed and direct when recruiting advisors. I think this is appreciated, and it helps show the kind of honesty and work ethic they can expect from our whole team at Core.

What do you do at Core?

My main focus at Core is to serve our financial advisors in their day to day business needs while providing expertise knowledge in the insurance industry. We want to be their one stop shop for anything insurance related, with that comes expertise knowledge & elite service.

Education:

DePaul University, U of Minnesota, Army (OEF 2010-11)

What do you do outside of work?

Outside of work I love to spend time with my wife and two young boys. My boys are 6 & 4 and keep me very busy. Aside from that I love sports, so you will probably find me either watching, playing or coaching some kind of sport.

What do you do that is important to an advisor’s business?

The most important things I can do for my advisors is provide reliable knowledge and elite service. Which means I will out work the competition and run through walls for our advisors. On top of that, building a strong relationship with each advisor is very important. I want each advisor to look forward to calling into Core!

What do you do at Core?

My mission is to provide exceptional service to the advisors I serve, in every stage of the business process. At the same time, I utilize actuarial principles in order to recommend the very best insurance solutions to your clients. Every client is different, so there is no "one size fits all" solution. I'll find the solutions that best fit your clients' portfolios.

Education:

BS in Business from Cardinal Stritch University (that's the one that stuck). Majored in Chemistry, minored in Biology at Minnesota State University Moorhead (then decided I didn't want to be a dentist). Sixth grade spelling bee champion (I carry that pride with me daily).

What do you do outside of work?

Given the opportunity, I think I could golf every day. My scores don't reflect that passion, but I'm OK with it. What I'm really trying to do is get my kids to love golf too so I have more excuses to go! And of course I love spending time with my wife, Tiffany, and our two children, Vera and Archie. But mostly the golf thing.

What do you do that is important to an advisor’s business?

More than anything, I value relationships first. I want to personally know each and every advisor that has chosen me as a trusted resource for their business and their clients. I want to know what their weekend plans are, which sports teams are their favorite (and least favorite), and the countless other things that make them tick. If I know how an advisor works, I can be better suited to providing a fruitful partnership. At the end of the day, I want you to be excited to call and shoot the breeze with me. We can even talk some business if you like!

What do you do at Core?

My main responsibility is building relationships with advisors and their practices. I believe the relationship is the most important piece of this business. I provide mathematically superior results for our advisors' clients' needs/goals. I will analyze what it is that the client is trying to accomplish and shop the wide marketplace of products available to find the best options available.

Education:

B.S. in Biology from the University of North Carolina at Wilmington

What do you do outside of work?

Outside of work, I enjoy Golfing, Snow Skiing, Boating, and ultimately spending time with my family and friends. Growing up in North Carolina, I was able to enjoy all of those activities almost year round and I'm very fortunate for that. My family is a big part of who I am today and I can't be more appreciative for all they were able to provide me with. So many amazing memories, trips, and lessons along the way. As my Dad, Dennis Howe would say, "Never take for granted a good glass of wine and a beautiful sunset".

What do you do that is important to an advisor’s business?

Ultimately, I believe the most important thing I do is provide a reliable source for information and product knowledge. I want to give Advisors the confidence and reassurance that they are providing their clients with the most optimal solution to fit their clients' needs and goals.

What do you do at Core?

Creating financial solutions in the Life and Long-Term Care space

Education:

Michigan State University B.A Finance 2014

What do you do outside of work?

I love traveling and spending time with family and friends.

What do you do that is important to an advisor’s business?

Provide knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.

What do you do at Core?

I work with a select group of successful advisors to help accelerate their dreams and goals. We focus on analytics and education. Built by an actuary, we have the tools to dig deep into the analytics of each unique case and proprietary tools to maximize client value and minimize future risk to the advisor.

Education:

Associates in Human Resources through Chippewa Valley Technical College. Graduated on the president's list with a 4.0 GPA

What do you do outside of work?

I enjoy spending the most time with my 3 month old and first child, Scarlett. She is my pride and joy. I can't get enough time with her. Aside from that, I enjoy checking out breweries in the city and getting outside as much as possible. (You have to when you live in Minnesota and only have about four months of warm weather through the year.)

What do you do that is important to an advisor’s business?

Building relationships with the advisors that I serve is extremely important to me. I want to be able to connect with those that I serve both personally and professionally.

What do you do at Core?

I've been working at Core since I was an intern in 2019. In my current role, I work alongside advisors to help provide advanced case design on the annuity-side. I enjoy the relationship aspect of the business along with learning how different financial professionals run their businesses.

Education:

Bachelor's in Economics, Minor in Sociology from the University of St. Thomas

What do you do outside of work?

In my spare time, I enjoy playing the guitar, spending time with my two Golden Doodles, Roman and Boomer, reliving my glory days in men's league basketball, and watching Minnesota sports - specifically the Vikings and Timberwolves break my heart year after year.

What do you do that is important to an advisor’s business?

The most important thing I can provide is reliability and consistency in meeting the objectives of advisors and their clients. I aim to be a pleasant person to talk to and someone who will go above and beyond to make our advisors' lives easier.

What do you do at Core?

My primary purpose is supporting advisors as a partner in their business. I assist my advisors in analyzing the wide marketplace of products available to not only find the best option for their client's scenario, but optimize the use of that product once chosen. I work side by side with both the advisor and their support staff to ensure business flows smoothly from start to finish. Overall, my aim is to make calling Core Income the best part of an advisor's day.

Education:

BBA in Actuarial Science and Finance from UW-Madison, High school diploma from Benilde-St. Margaret's, Associateship with the Society of Actuaries, Member of the American Academy of Actuaries

What do you do outside of work?

Spending time with family, going for walks around Saint Paul, playing basketball, snowboarding, reading, and playing all kinds of games

What do you do that is important to an advisor’s business?

The most important thing I can give an advisor is confidence - confidence that they're getting the best recommendations, confidence that they're doing right by their client, and confidence that they have a partner to help them navigate the more burdensome administrative side of the insurance business.

What do you do at Core?

Recruiter

Your education or credentials

Currently attending UWEC, currently serving in the Minnesota Army National Guard.

What do you do outside of work?

Hanging with family and friends, Watching sports, playing golf. Go Pack Go!

What do you do that is important to an advisor’s business?

Reaching out to new advisors seeing if we are a good fit and informing them of all that core has to offer.

What do you do at Core?

I assist advisors in building out retirement plans while using my expertise to find the best insurance solutions to use within those plans. I as well provide insight into best practice ideas and business management. My focus is to serve the group of advisors that have given me the opportunity to support their business. My goal is to allow advisors more work life harmony so that they can get back to family sooner and not feel like there business is running them, but they are running their business.

Education:

BA Operations Management University of St. Thomas

What do you do outside of work?

Cooking, grilling, and baking is my form of meditation. I love to make a large meal on a Saturday and host family and friends. Outside of work I enjoy golfing almost any chance I get. That does include in winter when no snow is on the ground. I am still working on a monumental achievement with golf…beating Tim Foley. While I keep telling myself new clubs are going to make me better, I am finding that it might just be in my head. When not making food or golfing I typically enjoy spending time with my family in Madison or at our family cabin in Stone Lake Wisconsin. The family all loves to fish and bird hunt up north. When I am not being active you can typically find me being a couch potato encouraging (some may say yelling) the Packers, Badgers and Brewers.

What do you do that is important to an advisor’s business?

I believe as a partner to the advisors I serve I work the hardest for their business and provide an elite level of service. We have a phenomenal team who does the same and I know that if I can do the controllable' s such as answer the phone, have a good attitude, and do what I say I am going to do it will help deliver better outcomes to advisors. Our team will help fill in on case management, mathematical superior results, and elite service. Teamwork makes the dream work and I firmly believe we have a team that can help support and elevate and advisor's practice.

What do you do at Core?

I work closely with advisors in building out retirement plans while using data and analytics to find the best insurance solutions to use within those plans. I also provide exceptional service at every step of the business process.

Education:

University of Minnesota Duluth - BBA Marketing as well as Series 7, 66, Life and Health Licenses

What do you do outside of work?

I enjoy being outside as much as possible - golfing, hiking and snowboarding. I am also in the process of learning the piano, so I've been spending quite a bit of time on that as well. I also enjoy traveling, going to sporting events, and checking out different restaurants around town.

What do you do that is important to an advisor’s business?

I believe that building relationships and providing an exceptional level of customer service are the foundations of our business. As a partner to the advisors I work with, I will assist wherever possible and provide in-depth information and product knowledge. I want the advisors I work with to have confidence and reassurance that they are providing their clients with the most optimal solution to fit their needs.

What do you do at Core?

Provide support for our Life and Hybrid LTC Division

Education:

Bachelors of Science Degree from Illinois State University's College of Business. Registered Representative, Series 6, 63, Life

What do you do outside of work?

I love fitness and being active outside of work. I enjoy daily HIIT workouts, boxing, running, biking, skiing and being active outdoors. I am an avid aviation enthusiast and received my private pilot's license from one of the top aviation programs in the country at Southern Illinois University Carbondale. Music is also another passion of mine and enjoy going to a variety of concerts, music festivals, and DJing at local venues here in Minneapolis. I also find joy in keeping up with investment news, economic trends, and blockchain technology. Bears Down and let's go Bulls!

What do you do that is important to an advisor’s business?

Creating a winning relationship where trust is the cornerstone. Providing the best customer service, knowledge, and friendliness to our advisors with a speed that is unmatched in our industry, is what I strive for. The ultimate goal being, creating the very best plan of action for the advisor. Made up by the best products backed by actuarial analysis for the their client's specific needs with White Glove Service and speed. In so doing, freeing up the advisor's time to focus on what is most important, spending more time with clients, family, and growth.

What do you do at Core?

I review, submit and follow-up on all new business and some in-force business everyday while also being the resident life of the party.

Your education or credentials

Series 6, 63, life and health as well as the CRPC designation

What do you do outside of work?

Enormous Minnesota Sports fan. My go to for any Vikings game is dressing up like Fat Thor. Yes, I have to wear a wig to pull this off, which puts me in the same category as some of our founding fathers. During the summer months I can be found on a patio somewhere or on a friend's boat, chillin.

What do you do that is important to an advisor’s business?

I understand the need for timely, clear and actionable follow-ups. I take a catch more flies with honey approach and make sure we are all having fun, while also getting shit done so we can keep the flow of business moving. I am also one of those people who the buck stops with. I am not going to pawn your issues onto anyone else and will strive to be the last person you have to go to in any circumstance.

What do you do at Core?

Commissions & Special Projects. I take things off Dan's desk so he can focus on advisors 😉

Education:

BS in Interior Design

What do you do outside of work?

Taking care of my 5 children which includes a set of boy/girl twins

What do you do that is important to an advisor’s business?

I enhance the advisor's experience with Core Income. You'll probably never hear from me, but I'm always working in the background to make it better.

What do you do at Core?

I review annuity applications before submittal to the carrier to ensure paperwork is filled out as the carrier prefers, and I accompany your policies wherever they go from initial review to issued policy.

Education:

Some College

What do you do outside of work?

I enjoy swing dancing and baking in my free time.

What do you do that is important to an advisor’s business?

I handhold your policies so you don't have to!

What do you do at Core?

I help manage annuity cases from submission to issuance.

Your education or credentials

BA in Journalism and Mass Communications from Benedictine College

What do you do outside of work?

When I'm not working, I love going swing dancing, playing guitar, crocheting, and spending lots of time with family and friends. I also live on a farm and especially enjoy hay baling in the summer and helping harvest pumpkins in the fall.

What do you do that is important to an advisor’s business?

I'm available every step of the way to make sure advisor's annuity business is going as smoothly as possible. In this day and age of long hold times and robotic voice prompts, it's great to be able to offer personal service on all of our cases.

What do you do at Core?

Run the commissions daily for our advisors, ensure payouts are made and processed each week, and compile reports for our internal sales marketers.

Education:

BS Business Management from UWEC

What do you do outside of work?

Golf, play poker, go to concerts, listen to podcasts

What do you do that is important to an advisor’s business?

I make sure they get paid from Core!

What do you do at Core?

I work in the operations department. I take on responsibility of event planning, product management, and manage our advisor recognition program.

Education:

BA in Elementary Education

What do you do outside of work?

When I am not at work you can find me taking a nap, searching for the next best restaurant (major foodie), sharing laughs with friends and family, or giving belly rubs to my Australian Shepherd, Murphy.

What do you do that is important to an advisor’s business?

Over the past year Core has implemented our advisor recognition program. This program's main goal is to show appreciation for the advisors we work with. It is very important to recognize and acknowledge the people who help grow our business.

What do you do at Core?

I manage life insurance cases for advisors

Education:

I graduated from Mankato State University with a BS in Corrections- yes, I wanted to be the tough correctional guard in a prison until I found how grand life insurance was.

What do you do outside of work?

Outside of work I love playing tennis, sipping some good wine and enjoying the outdoors with my family

What do you do that is important to an advisor’s business?

The most important piece that I do for an advisor is making sure that the application/approval goes through well and they get paid asap.

What do you do at Core?

Work with Sales Managers, and Agents to insure that life new business cases get completed, submitted and placed with Carriers.

Education:

AA degree in Customer Service

What do you do outside of work?

I love to cook, bake, garden and spend time with family & friends.

What do you do that is important to an advisor’s business?

Make sure that they have the best possible experience so that they continue to trust their new business life client cases to Core.

What do you do at Core?

Assist Core Income and our advisors with carrier contracting and state licensing compliance.

Education:

Business Management and Marketing

What do you do outside of work?

I spend as much time outside as possible- preferably on or near water. I paddleboard every chance I get and never turn down a boat ride. I enjoy traveling and cooking; I have traveled to 4 countries and 16 states, and my favorite thing to cook is Risotto! I love seeing live music of all kinds and have been to over 100 concerts- my first concert was Def Leppard in Billings Montana in 1992, the last was K-Flay at the infamous First Avenue in Minneapolis.

What do you do that is important to an advisor’s business?

Carrier and State requirements are confusing! I have all the tools to keep you compliant and "OK to submit".

What do you do at Core?

Proofreading new business applications and ensuring document compliance. Management of underwriting requirements. Clear and frequent communication with advisors throughout the underwriting process. Pre-sales assistance with application completion and document requirements.

Education:

Bachelor's Degree - California State University, Fullerton - Fun fact about my university... The Titan Gym hosted the handball event at the 1984 Summer Olympics which is the year I started. Yes, the traffic was bad. CSUF has a well respected baseball program which is heavily scouted by the major league.

What do you do outside of work?

I am a life-long musician and play keyboard and guitar in an 80s-90s rock band (arguably the best decades for music). I also just purchased an electric bike and plan to cruise along Minnesota's extensive network of bike trails as many days as possible this summer.

What do you do that is important to an advisor’s business?

I give advisors peace of mind knowing CORE is handling the behind-the-scenes details of their cases so they can focus on the real work of building relationships.

What do you do at Core?

As part of the licensing and contracting team, I am responsible for making sure advisors are compliant and up to date with training requirements before writing business and applying for contracts with carriers.

Your education or credentials

BS in Business Management from Grand Canyon University

What do you do outside of work?

I am a proud (and busy) aunt of 5 little rascals that I absolutely adore spending time with. When I am not chasing them around, you can find me at Life Time as I am passionate about health and fitness! I am also a big sun enthusiast (ironic living in the frozen tundra) and am outside as much as possible whether it be going wake-surfing on the lake with family and friends or taking my pup on a walk on the trails 😊

What do you do that is important to an advisor’s business?

Training requirements are constantly evolving and are different depending on the carrier and state. Many of our advisors conduct business across multiple state lines, which can be confusing and frustrating at times keeping their licenses current. My goal is to ease that burden by reviewing their previous education and product training and helping assist them with instructions on which courses are needed for them to be able to do their jobs!

What do you do at Core?

I review annuity applications and ensure they are in good order per the carrier. I provide updates as provided from the initial review until the policy is issued.

Your education or credentials

Some college

What do you do outside of work?

When I'm not at work, I enjoy golfing and playing poker. My wife and I love to travel and spend time with family and friends.

What do you do that is important to an advisor’s business?

Do everything in my power to ensure your business is being processed accurately and efficiently from start to finish.

What do you do at Core?

Responsible for day-to-day operations and event planning

Education:

Communications Degree as well as series 7, 24, 63, Life and Health Licenses

What do you do outside of work?

I spend as much time as I can being outside and active. I love to run, spend time on our boat and travel. I am a big sports fan and a huge Packers fan. I am currently planning a trip to London to see the Packers play this Fall.

What do you do that is important to an advisor’s business?

I am constantly revisiting our policy and procedures to ensure your business is being processed in the most efficient, accurate and timely manner.