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Is your FMO slowing you down?
Clients count on you for answers. We make sure you have them— fast.
Core Income is the only FMO, IMO, and independent insurance brokerage built on actuarial expertise.
But... what does that mean for advisors? Read more.
Direct access to an expert team that (always) picks up the phone
Better client outcomes, backed by data
Full-service operations support
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.
Your clients count on you. You can count on us.
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Feel like you're drowning in paperwork, transfer follow-ups, and endless delays?
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Frustrated by slow response times?
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Wonder if you're leaving money on the table for your clients?
We're here to help.
Getting started with Core Income
Introductory Meeting
Jump on a no-pressure intro call to share your goals, challenges, and client needs.
Take Us For a "Test Drive"
No fees, no exclusivity contracts. Send us a case to experience our service and expertise firsthand.
Call Anytime
For annuities, life, or long-term care, our team is always ready with real-time, math-driven support.
What you can expect with Core
Deliver mathematically superior client strategies backed by rigorous analysis and independent, data-driven insights.
Simplify complex concepts like inflation, longevity, IRR, and sequence of returns into clear, customized client reports.
Results-driven marketing strategies to strengthen your brand, build trust, and attract the right clients.
Every time you call, we pick up— giving you instant access to the support and information you need.
We manage the workload so you have more time to build stronger client relationships.
We manage carrier interactions to secure accurate, expedited responses and save you valuable time.
Connect with our team today!
No pressure. No obligations. Just a conversation about your business and how we can help you grow.
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