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Core Income is the only FMO, IMO, and independent insurance brokerage built on actuarial expertise.
But... what does that mean for advisors? Read more.
Resources built to grow your practice, backed by actuaries.
Extended Care Planning
Ready-to-use resources to make long-term care conversations easier– for you and your clients.
Actuary Lab
Back your recommendations with math. Request your (free!) access to our actuary-built risk management tools.
Webinar Recordings
Catch up on previous webinars covering topics like internal rate of return and advanced planning strategies for your older clients.
Core’s actuarial expertise helps me excel.
The opportunity to give the client an opinion when it’s not a sales structure but fundamental actuarial work differentiates us from a compliance standpoint and allows us to give clients confidence.
No ask is too small
Whether it’s a complex case or a simple “what do you guys do?,” our team is here to help.
No pressure, just answers.
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