Risk Management Suite of Tools
for Financial Advisors
A FREE suite of tools designed to help you mitigate risk in retirement planning.
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Be in the driver's seat of the math and produce customizable reports relevant to your clients' unique situation.​
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Don't want to run more reports? Have our team do them for you!
View Reports & Watch Them Come to Life
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