The fair market value of annuities is an estimate of what the entire interest of the annuity is worth today. If advisors don't realize how FMV differs from what's shown on an annuity statement, it could lead to calculation errors for advisors and inaccurate communication with clients.

What's the right annuity for your client? And can you prove you're recommending the best one?

For older clients and those who intend to pass assets on to the next generation, purchasing a life policy with a long-term care rider is a good option to help address this challenge.

We interviewed advisors to uncover why someone might choose another FMO over us.

As an advisor, your role goes beyond identifying potential risks—you also need the right strategies to mitigate them effectively.

You’ve probably heard the term “actuary,” but what exactly does an actuary do? Simply put, actuaries are experts in risk management.  

Here's what advisors should focus on during life insurance policy reviews to ensure their clients remain protected— and how Core can help.

Dive into the top retiree regrets and how advisors can use Core’s math-based tools to deliver greater financial certainty.

Inflation is often referenced as the silent killer of financial planning. Despite this, it remains one of the most underweighted factors.