We help independent financial advisors design & select the most mathematically optimal products for their clients.
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Algorithms and years of experience help us provide product analysis from over thirty carriers, resulting in the best client to product match available.
Have a client in a very unique situation? We handle that. Our expert case designers bring creative solutions to novel problems.
Knowledge truly is power. When we make a recommendation, we go through the reasoning underpinning it. We don't just do the math, we show our work too.
Three words: Fast, Friendly, Accurate. Insurance paperwork can be complex and tedious. Our back office works tirelessly for you and your client so it isn't.
Core works with and analyzes products from over 30 different carriers. We analyze the marketplace at the micro and macro level, so you don’t have to.
We focus on finding solutions that increase the intrinsic value to your clients rather than focusing on product features and marketing hype.
We provide solutions in both the term and permanent insurance market utilizing both fixed and indexed products. Whether you are shopping for price or looking for a designed strategy we can bring a personalized solution to the table.
We are here to help you navigate the market of traditional LTC, life insurance with LTC riders, and asset-backed care solutions. LTC is an important part of financial risk management and can be extremely valuable when done properly.
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Most FMOs and insurance brokerages falsely preach this, we actually practice it. If you agree that finding the best product for your client has a higher return than choosing a product that has the highest commission, we should talk. If not, we’re probably not the best fit for you.
Core is proud to be independent and unbiased. We’re not selling you a product, we’re designing your client a solution. This allows us the freedom to impartially search and analyze product offerings available from over 30 different carriers on your behalf and no one else’s. This also allows us to be transparent with you on a product’s strengths and shortcomings, giving you the whole picture.
One of our founding partners is an actuary so it’s natural that we would take an actuarial and mathematic approach to case design. Because of this approach, we operate on a data-driven decision-making process that gives you an unbiased picture of your client’s product options giving you an edge over your competition.
Knowledge truly is power. When we make a recommendation, we go through the reasoning underpinning it. We don't just do the math, we show our work too.
Head Actuary
LTC & Operations
Sales
Life
Learn the causes and solutions to the four major risks threatening your client’s own retirement apocalypse.
Learn the actuarial methods for finding and evaluating the best income riders on the market.
Learn the mechanics of FIUL and receive a FREE copy of our turn-key client FIUL presentation.
Take an actuarial view on the pricing and potential of both fixed index and index variable annuities.
Learn life insurance strategies to accomplish proper business continuation as well as retain and reward key employees. Also, receive a FREE case study ebook.
Learn how to leverage the Pension Protection Act to offer your clients unlimited benefits, guarantee your premiums, and eliminate the “use it or lose it” concern.
Whether your client has cash sitting on the sidelines, an existing annuity with built up gains or they’re just a tax-conscious client– learn more about proprietary tax-efficient solutions.
Join Hybrid LTC expert Chris Foley in a discussion around how individuals and businesses can utilize tax deductions to their advantage as it relates to Hybrid LTC products.
Are index annuities too complicated? Many index products today have introduced volatility control indexes, but have done a very poor job of explaining exactly what that means. Learn the ins-and-outs in this webinar.
This webinar discusses critical factors involved with examining & exploring which annuity products may provide the best value for your clients. Receive a FREE Annuity Due Diligence Checklist.
Learn how to accelerate your practice growth with author and top financial industry business consultant Norm Trainor, CEO of The Covenant Group.
