The right team makes ALL the difference. ????? That’s why we love seeing the impact Jesse Hodapp and Megan Janssen have on the advisors we work with. ?? Curious about what a partnership with Core could look like? ?? Let’s talk! 800-541-7713
Core Income Advisors
金融服务
Minneapolis，Minnesota 604 位关注者
A team of Actuaries with One Mission: To Help Advisors Deliver Financial Certainty.
关于我们
Core Income Advisors: An IMO, and FMO, an independent insurance brokerage uniquely positioned to Help Advisors Deliver Financial Certainty. We help through: Actuarial Risk Management - We use independent, fact-based insights to recommend mathematically superior plans for your clients. Elite Responsiveness - Timeliness is important when it comes to your business. We have a 100% Answer Rate Guarantee - when you call, we pick up. Collaborative Partnerships - Our partnership is tailored to you and the needs of your business. Consider our team, your team. Here’s what our Advisors have to say: “Our main reason for working with Core Income is the service and how PROMPT they are.” – Tammy and Annette. Give us a call to learn more:
- 网站
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https://coreincome.com
Core Income Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Minneapolis，Minnesota
- 类型
- 私人持股
- 创立
- 2012
- 领域
- Financial Marketing、Annuities、Life Insurance和Hybrid LTC
地点
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主要
获取路线
5940 Golden Hills Dr
US，Minnesota，Minneapolis，55416
Core Income Advisors员工
动态
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Things are getting a little destructive over here… ?? Something big is coming at Core Income! ???? #BreakingGround #DemoDay #BuiltByCore
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Calling all financial advisors: you're invited to JOIN THE MADNESS! ???? Join our pool to compete against your peers and see whose bracket reigns supreme. ?? Will you dominate the leaderboard or bust your bracket on day one? There's only one way to find out... ????? ?? Join the pool here! https://hubs.ly/Q03cjBMX0 #FinancialAdvisors #MarchMadness #NCAABracketChallenge
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Anybody else have the shamrock shakes today or just us? ?? Happy St. Patty's Day! ???? #StPatricksDay #CoreIncomeTeam #ShamrockShakes
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When you need legal advice, you call a lawyer. ?? When you need medical advice, you see a doctor. ?? When it comes to insurance advice, trust an actuary. ?? Don't leave your clients' financial security up to chance! ?? Trust actuarial expertise and mathematical precision to safeguard their financial futures: https://hubs.la/Q03bKPbp0 #ActuarialExpertise #RiskManagement #StPatricksDay #FinancialSecurity
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We’ll be waiting for your call... ?? Experience our 100% Answer Rate Guarantee today! ???? 800-541-7713 #FinancialAdvisors #AnswerRateGuarantee #Annuities #LifeInsurance #LTC
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Do YOU want the opportunity to learn from Professor Slater, too? Join us at Insurance Intel! This training is designed to deepen your insurance expertise and equip you with effective risk management strategies to drive better client outcomes. Secure your spot here! https://lnkd.in/e_ZPsu5a #FinancialAdvisors #Insurance #ActuarialExpertise #RiskManagement
Day 159: Class time at University of St. Thomas. It isn't about having to be right, it may be more important to not be wrong! This is a lens/perspective to Risk Management 301 - life insurance, annuities, long term care, and social insurances (Social Security and Medicare). Future employers, take note! Emboldening future ambassadors in the world of insurance - future actuaries, financial advisors, and more - professionally and personally. Build upon a structured approach: - Identify risks or "concerns" through conversations and education. - Measure the likelihood and severity of those exposures. - Select appropriate techniques to manage partial/all of those outcomes. - Take action and monitor periodically.
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The great tax sunset is on the horizon—are your clients ready? ?? With the deadline fast approaching, now is the time to start the conversation. ??? Here are 6 ways you can start guiding your clients through these upcoming changes. ? #TaxSunset #EstatePlanning #FinancialAdvisors
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Is inflation working against your clients in retirement? ?? Your clients are counting on you to make sure they're protected from future impacts. ?? Read our blog to ensure that your clients’ retirement plans are built to withstand inflationary risks: https://hubs.la/Q039YvNZ0 #FinancialAdvisors #Inflation #RetirementPlanning
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