How We Benefit You
BROKER-DEALERS
We understand the broker-dealer world, which is why we only recommend products approved by your firm to ensure that every solution aligns with your guidelines and compliance requirements.
Our team supports both reps and firms by:
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Educating advisors on how insurance products fit into financial planning and how they can be used to transfer risk and improve client outcomes.
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Using actuarial math to analyze replacements to ensure they’re in the client’s best interest while providing detailed documentation for every transaction.
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Customizing commission solutions to simplify payouts and streamline processes.
FINANCIAL ADVISORS
We’re here to be the most reliable research and advice partner you’ve ever worked with.
At Core, everything we build is rooted in actuarial precision. The tools, processes, and recommendations are designed to reduce your clients’ risk, strengthen your credibility, and ensure compliance. We back our guidance with data, not guesswork.
Our goal is simple: take the heavy lifting off your plate so you can focus on what matters most – your clients.