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A Comprehensive List of Reasons Financial Advisors Should NOT Work with Core
We interviewed advisors to uncover why someone might choose another FMO over us.
coreincomemarketing
1 min read
25
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Risk Management 101: A Guide for Financial Advisors
As an advisor, your role goes beyond identifying potential risks—you also need the right strategies to mitigate them effectively.
coreincomemarketing
5 min read
58
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What is an Actuary–and What Role Do They Play in Financial Planning?
You’ve probably heard the term “actuary,” but what exactly does an actuary do? Simply put, actuaries are experts in risk management.
coreincomemarketing
2 min read
122
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2026 Tax Sunset: What Advisors Need to Know
Significant tax changes are on the horizon as the 2026 tax sunset approaches.
coreincomemarketing
4 min read
76
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Life Insurance Policy Reviews: A Checklist for Advisors
Here's what advisors should focus on during life insurance policy reviews to ensure their clients remain protected— and how Core can help.
coreincomemarketing
6 min read
42
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Top Retiree Regrets: How Advisors Can Protect Clients with Mathematical Certainty
Dive into the top retiree regrets and how advisors can use Core’s math-based tools to deliver greater financial certainty.
coreincomemarketing
6 min read
34
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The Impact of Inflation on Retirement Plans
Inflation is often referenced as the silent killer of financial planning. Despite this, it remains one of the most underweighted factors.
coreincomemarketing
10 min read
145
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Simplify Your Holiday Client Gifting with Core Income
Holiday client gifting can be overwhelming. Let us manage the entire gifting process for you—from sourcing to delivery.
coreincomemarketing
4 min read
27
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How to Maximize Long-Term Care Tax Deductions
Help your clients take advantage of tax-deductible opportunities with LTC, grow their funds tax-free, and maintain tax-free benefits.
coreincomemarketing
13 min read
152
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How Core Income Stands Out Among FMOs and IMOs
Founded by an actuary, Core Income stands out by putting high-quality service, mathematical precision, and long-lasting partnerships first.
coreincomemarketing
7 min read
1,805
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Actuary Lab: How our Risk Management Tools Help Financial Advisors
Take control of complex concepts like inflation, longevity, IRR, and sequence of returns and turn them into customized client reports.
coreincomemarketing
7 min read
513
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How to Prepare for a Long-Term Care Conversation with Family
Discussing long-term care with aging family members can feel daunting, emotional, and filled with uncertainty. However, the sooner you begin
coreincomemarketing
7 min read
68
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The Power of Life Insurance: How Core Can Help Advisors Protect Their Clients’ Futures
Life insurance is more than just a policy; it’s peace of mind. Yes, we know it’s a buzzword, but it’s true. Despite its critical role in...
coreincomemarketing
4 min read
127
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🌟 National Financial Wellness Month Topic: Reducing Your Debt 🌟
The peace of mind that comes from knowing your family is protected financially is priceless.
coreincomemarketing
3 min read
34
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6 Easy Steps to Build an Emergency Fund then Focus on Saving for the Future
Creating and maintaining an emergency fund is crucial for financial stability and peace of mind. Here’s a straightforward guide to help you
coreincomemarketing
3 min read
27
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How Team Alignment Fueled Our Rebrand Success: Inspiring Steps Forward at Core Income
Welcome to an exciting chapter in our journey! Today, I’m thrilled to share how we prioritized team alignment as a key component of our...
Lindsey Pattee
2 min read
63
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What is an IMO? The Difference between an IMO, an FMO and Insurance Brokerage Explained
Feeling lost in the jargon of IMOs, FMOs, and insurance brokerages? You’re not alone. We set out to share a few industry-built terms and...
coreincomemarketing
4 min read
2,353
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6 Essential Budgeting Tips for Achieving Financial Wellness
Creating and sticking to a budget is crucial for achieving financial stability and reaching your financial goals. In this blog post,...
coreincomemarketing
2 min read
33
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Core Income's New Brand Identity: A Journey to Meaningful Transformation
Learn more about the journey Core Income Advisors took towards a meaningful transformation
Lindsey Pattee
3 min read
86
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