Core Income Advisors

A team of Actuaries with One Mission: To Help Advisors Deliver Financial Certainty.

General Information
Company Name
Core Income Advisors
Founded Year
2012
Location (Offices)
Minneapolis, United States +1
Founders / Decision Makers
Number of Employees
28
Industries
Financial Services
Funding Stage
-
Social Media

Core Income Advisors - Company Profile

Core Income Advisors, an independent insurance brokerage operating as both an IMO and FMO, is committed to assisting advisors in delivering financial certainty to their clients. The company, founded in 2012, distinguishes itself through Actuarial Risk Management, providing mathematically superior plans for clients. Their commitment to Elite Responsiveness is evident with a 100% Answer Rate Guarantee, ensuring prompt and efficient service. Additionally, their Collaborative Partnerships approach tailors their services to the unique needs of each business. Client testimonials such as "Our main reason for working with Core Income is the service and how PROMPT they are" further reinforce the value they provide. Core Income Advisors' focus on the Financial Services industry positions them as a key player in shaping the future of financial certainty delivery for advisors and their clients.

Taxonomy: Actuarial Risk Management, Insurance Brokerage, Financial Marketing, Annuities, Life Insurance, Long-Term Care Insurance, Independent Marketing Organization (IMO), Field Marketing Organization (FMO), Financial Certainty, Collaborative Partnerships

Funding Rounds & Investors of Core Income Advisors (0)

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