Actuarial Risk Management
Math-Driven Client Recommendations
Core Income leverages actuarial expertise to help advisors deliver reliable, data-driven, and third-party recommendations to their clients.​
With clear, objective strategies backed by rigorous analysis, you can confidently guide clients toward long-term financial security while effectively managing risk.
Custom Marketing Strategy
Taking Your Marketing from Boring to Brilliant
Your practice is unique. Your marketing should be, too.​
At Core, we take the time to truly understand your business, your clients, and your goals to create a strategy that’s built for you.​
With a full suite of support and resources, we help elevate your brand, implement effective strategies, and provide the marketing knowledge you need to grow.
Full-Service Operations Support
Say Goodbye to Back-Office Headaches
We know continuity, personalized service, and efficiency matters.
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With Core, you get full-back office support, a smooth case management process, and a personalized team that knows you and your clients.​
Let us handle the heavy lifting so you can focus on your clients.
Supporting Your Ongoing Success
Insurance Intel
This two-day, all-expenses-paid, training equips advisors with in-depth knowledge of insurance products.
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You’ll learn how to effectively utilize risk management strategies to improve client outcomes.
100% Answer Rate Guarantee
When you call, we pick up.
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Our 100% answer rate guarantee* and quick turnaround times ensure advisors can serve their clients without unnecessary delays or frustration.
Industry Connections
We’re committed to getting you the accurate, timely answers you need.
Our established relationships with insurance companies make navigating the complex world of insurance seamless for advisors.
*Monday-Friday 8AM-5PM (CT)
Our Proprietary Tools
Actuary Lab
Run simple, customizable reports through our (free!) suite of risk management tools designed to help financial advisors navigate client portfolios with precision.
Core Connect
Manage your business, get real-time updates, and access our educational resources all in one place.
Biz Tracker
Access client information instantly. Easily track case statuses—whether in review, funding, offer, or issue—all in one place.