Independent, Fact-Based Insights
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.
Who We Serve
Financial Services Professionals
For financial services professionals, we dedicate ourselves to being the best research and advice outlet available. We actively build tools to help document our selection process, and make decisions based on facts, not feelings.
RIA Firms
The carriers we partner with offer both commissionable and fee-based insurance products, and we clearly understand insurance’s role as a piece of a financial plan and not the financial plan. We know the technology behind being an efficient RIA and understand how to help fit insurance products under your current platform.
Broker-Dealers
Our sales consultants understand the broker-dealer world, so they don’t recommend products that the broker-dealer hasn’t approved and follow the rules that keep reps in compliance. We also educate reps to keep the broker-dealer out of trouble for lack of disclosure.
