If your clients have been on the fence about purchasing an annuity, the current interest rate environment deserves their attention.
Most people take out a life insurance policy to protect the people they love in case something happens to them. But certain types of life insurance...
For certain clients, particularly those with little risk of outliving their assets, claiming benefits earlier can result in higher lifetime wealth,...
Fair market value (FMV) is a foundational concept in financial planning, but when it comes to annuities, it’s often misunderstood by even the most...
Feeling lost in the jargon of IMOs, FMOs, and insurance brokerages? You’re not alone. We set out to share a few industry-built terms and their roles...
What's the right annuity for your client? And can you prove you're recommending the best one?
For older clients and those who intend to pass assets on to the next generation, purchasing a life policy with a long-term care rider is a good...
The Actuary Lab is Core Income’s proprietary suite of risk management tools designed to help financial advisors enhance their retirement planning...
In this article, we’ll break down the fundamentals of risk management, explore key strategies, and discuss how Core Income’s actuarial expertise can...
In the insurance world, actuaries calculate the premiums that policyholders must pay for coverage and ensure sufficient reserves are set aside to...
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