Using Life Insurance to Generate Tax-Free Income in Retirement
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...
Core Income Advisors Blog
When Should Clients Claim Social Security Early?
For certain clients, particularly those with little risk of outliving their assets, claiming benefits earlier can result in higher lifetime wealth,...
coreincomemarketing
Jan 30, 2026
Fair Market Value of Annuities: Explained
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...
coreincomemarketing
Oct 8, 2025
What is an IMO? The Difference between an IMO, an FMO and Insurance Brokerage Explained
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...
coreincomemarketing
Jul 31, 2025
What's the Best Annuity?
What's the right annuity for your client? And can you prove you're recommending the best one?
coreincomemarketing
Jul 14, 2025
Using Life Insurance to Cover Long-Term Care Costs
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...
coreincomemarketing
May 1, 2025
Actuary Lab: How our Risk Management Tools Help Financial Advisors
The Actuary Lab is Core Income’s proprietary suite of risk management tools designed to help financial advisors enhance their retirement planning...
coreincomemarketing
Feb 28, 2025
Risk Management 101: A Guide for Financial Advisors
In this article, we’ll break down the fundamentals of risk management, explore key strategies, and discuss how Core Income’s actuarial expertise can...
coreincomemarketing
Feb 27, 2025
What is an Actuary–and What Role Do They Play in Financial Planning?
In the insurance world, actuaries calculate the premiums that policyholders must pay for coverage and ensure sufficient reserves are set aside to...
coreincomemarketing
Feb 26, 2025
Life Insurance Policy Reviews: A Checklist for Advisors
Staying proactive with life insurance policy reviews is vital to ensuring your clients’ financial plans remain on track. Regular reviews—at least...
coreincomemarketing
Jan 27, 2025
Get notified on new marketing insights
Be the first to know about new B2B SaaS Marketing insights to build or refine your marketing function with the tools and knowledge of today’s industry.