top of page

More time for your clients.
More growth for your business.

What could you achieve with more support?
Core Income Advisors: an FMO, IMO, and independent insurance brokerage with actuarial expertise.
Axio Wealth Strategies, Core Partner since 2018

Getting started with Core Income

Introductory Meeting
Meet your Core team and share your goals, challenges, and client needs. We’ll customize the partnership to fit your practice.  
Take Us for a "Test Drive"
You’ll never be required to sign a contract. Send us a case to experience our expertise firsthand. 
Call Anytime
For annuities, life, or long-term care, our team is always ready with real-time, math-driven support.

How does Core Income support you?

Actuarial Risk Management
Deliver mathematically superior client strategies backed by rigorous analysis and independent, data-driven insights.
Suite of Risk Management Tools
Simplify complex concepts like inflation, longevity, IRR, and sequence of returns into clear, customized client reports.
Custom
Marketing Support
Results-driven marketing strategies to strengthen your brand, build trust, and attract the right clients.
100% Answer Rate Guarantee
Every time you call, we pick up— giving you instant access to the support and information you need.
Your Dedicated Team of Back-Office Experts
We manage the workload so you have more time to build stronger client relationships.
Established Relationships with Insurance Companies
We manage carrier interactions to secure accurate, expedited responses and save you valuable time.

There are a thousand FMOs out there,
but nobody's been able to do it like you guys do.

Jeff K.

Core Header Banner2_edited_edited.png

Meet the Team Behind Your Success

You deserve a team that works as hard for your clients as you do.

Interested in partnering with Core Income?

Let's talk! Fill out the form, and we'll get back to you shortly. 
  • Does Core Income require advisors to sign contracts?
    Financial advisors will never be required to sign a contract with us. We want advisors to do what’s right for them and their clients. If that means the right product isn’t on our shelves at that time, we’ll support you in finding what’s best for them, wherever that may be.
  • What does it cost to work with Core Income?
    Nothing! There is no charge to you when working with Core—we're compensated by the insurance carrier. That means you get a dedicated team of 10+ experts supporting your business at no extra cost. It’s a win-win!
  • Will working with Core Income affect my commissions?
    No, your commissions will remain the same. The commissions you earn with an FMO like Core are the same as if you weren’t working with one.
  • What marketing support do you offer?
    From website updates and referral strategies to client gifting and event assistance, we’ve got you covered. We don’t believe in a one-size-fits-all approach—we take the time to understand you, your clients, and your goals to create a marketing strategy tailored to your business.
  • What is an actuary?
    Actuaries are experts in risk management. They use mathematics, statistics, and financial theory to predict future events and help individuals and businesses develop strategies to minimize financial losses. Learn more in our blog!
bottom of page