Insurance Intel
Elevate Your Practice with Insurance Expertise that Drives Client Value
An actuary-led, two-day course allowing you to connect with advisors, meet the Core team, and learn how to effectively utilize risk management strategies to improve client outcomes.
Dan Slater
Head Actuary
Tim Foley
Head Sales
All-Expenses Paid!
Upcoming Events
October 1-2, 2026
October Insurance Intel /
Core Income Advisors Headquarters
**Registration closes three weeks before Intel events. Contact us for last minute registration requests
Why Insurance Intel?
ANNUITIES
Gain exclusive insights on how to compare annuity products objectively and analyze cash flows with proprietary tools, ensuring maximum value for your clients.
LIFE INSURANCE
Protect your clients with life insurance expertise, from simple term to estate planning strategies. Learn how to diversify their taxes to safeguard their retirement from changing policies.
LONG-TERM CARE
Get an in-depth look at long-term care and its role as a retirement planning tool to help clients mitigate risk and protect their relationships.
AND MORE...
Learn how we free up your time to focus on client relationships through marketing, back-office support, and more—empowering you to scale efficiently and achieve your goals.
Looking for More Education?
Check out our blog or register for an upcoming webinar!