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Manage Your Clients' Risk with
Actuary Lab
Strengthen your recommendations and client outcomes!​
Actuary Lab helps you navigate client portfolios with actuarial precision, boosting confidence and improving financial planning outcomes through simple, customizable reports. Reports include:
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Sequence of Returns
Longevity
Inflation
Internal Rate of Return
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Who is Core Income Advisors?
An IMO, an FMO, an independent brokerage dedicated to serving Advisors, their staff and their clients. Founded on Actuarial principles, we use math to help you deliver financial certainty to your clients. We do Annuities, Life Insurance, and Long-Term Care.
Improve Your Financial Planning
Gain access to Core Income's proprietary tools, such as Internal Rate of Return, Longevity, Sequence of Returns, and more.
Actuary Lab
How We Help You
1
Sequence of Returns:
Starting retirement with a down year versus an up year can reduce your money by up to 10 years. Use this tool to demonstrate based on your client inputs
2
Longevity:
Longevity does not equal Life Expectancy. Analyze results at various points of a client's lifecycle
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3
Inflation:
Inflation is compound interest working against you. Understand how inflation reduces your clients' spending power through retirement
4
Internal Rate of Return:
Cash flow analysis is about the timing of money in versus money out. Simplify the mechanics of insurance down to a single number