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Our Services

At Core Income, our team is your team. We use independent, math-based research to help you choose the right products for your clients. Our team is there every step of the way.

Actuarial Risk Management

1.

We use independent, fact-based insights to recommend mathematically superior plans for your clients. Our Actuary designed toolkit includes:

  •  Actuary Lab: Run client numbers and data to get fact-based illustrations for different products. Use our Income Rider Calculator, Internal Rate of Return evaluation, and more.

  • Core Connect: Find everything you need from proprietary tools, to actuary-led education.​

  • Interpreting the Data: A team of actuaries & educated professionals are here to help you interpret the data and prepare it for your clients.

Proprietary Tools

Actuary Lab

Actuary Lab helps you navigate client portfolios with actuarial precision, boosting confidence and improving financial planning outcomes through simple, customizable reports.

Biz Tracker

Your clients' information at your fingertips - in review, funding, offer & issue and more. Keep track of your clients information, with ease.

Industry Tools

Industry News index reports, and e-applications at the click of a button - quick, easy and centralized for your convenience. The latest news and trends right a click away, so you don't miss anything.

Actuarial Precision

Illustrations for clients:

  • Sequence of Returns 

  • Longevity / Life Expectancy analysis

  • Inflation

  • Internal Rate of Return  (IRR)

Meaningful Marketing

How We Help You
Create deeper connections with current and future clients. 

​We strategically guide Advisors with comprehensive support and resources across brand narrative development, marketing strategy implementation, and marketing education.

1

Marketing Guidebook:

A step by step guide to building up your marketing

2

One-Off Requests:

The occasional flyer, graphic, or other marketing material

3

Tools & Resources:

Explore a collection of white label booklets and presentations for your use

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4

Brand Narrative Work:

Evaluate your brand and refine your messaging

5

Digital Marketing / Prospecting:

Get ideas and strategies to increase your presence online and in-person

6

Events & Press:

Gain event support and receive media/press release ideas to get your brand out there

Get in Touch!

In 15-minutes, learn how actuarial advice can help your business!

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