Available 2024 Dates to Attend

  • Thursday, February 29th – Friday, March 1st

  • Thursday, April 11th – Friday, April 12th
  • Thursday, June 13th – Friday, June 14th

  • Thursday, August 15th – Friday, August 16th

  • Thursday October 10th – Friday October 11th

Offering You A More

Why Insurance Intel?Why insurance?Why annuities, life and LTC?

Tailored Solution

You’ve spent years refining and honing your skills as a financial professional to protect your client’s financial futures. You have an array of tools in your tool box, but there’s one that’s traditionally been overlooked: Insurance. Yesterday’s advisors often dismissed this meaningful tool in the retirement planning space. However, today’s advisors are quickly beginning to understand the awesome power they can add to culminate into the retirement plans of tomorrow.

The use of insurance products like annuities, LTC, and life alongside more traditional investment approaches help strengthen existing strategies and protections you’ve put in place.

Join us at this 2-day training session where you’ll learn the core principles of insurance, when & how to use the products, and how to implement them in your practice to better serve your clients.

A new age of retirement planning is upon us, one that includes insurance. Take the first step in revolutionizing your understanding of the modern-day retirement plan at Insurance Intel!

What You’ll Learn

  • The retirement apocalypse
  • The Actuarial Triangle
  • How insurance fits into the broader picture of retirement planning
  • What’s an FMO and how do we support you?
  • A roadmap to successfully implementing insurance into your practice
  • No nonsense guide to smooth licensing, product applications, and back-office support.
  • How does the insurance company do it?
  • Accumulation annuity building blocks
  • Comparative metrics of Fixed-Indexed and Buffer annuities
  • How to value and maximize income riders objectively from an actuarial perspective
  • New business vs. In-Force annuity analysis
  • Tax advantage wealth transfer strategies for multi-generational income solutions
  • Mastering Life Insurance an A to Z overview
  • Our simple term platform
  • The inner workings of GUL and maximizing legacy
  • Using FIUL as a supplement to retirement planning
  • Small business continuation strategies
  • Premium financing fundamentals and usage
  • In-depth examination of long-term care and its usage as a retirement planning tool
  • LTC’s past, present, and future in the retirement planning discussion
  • In-depth guide to LTC tax deductions
  • Health & Wealth turn-key seminar sales system overview

What Our Attendees Say

Some kind words from past attendees

“Top Notch!”

Great sessions with so many good takeaways that I can apply directly to clients. Really appreciate how well we were treated the entire time, along with golf on Wednesday too! Look forward to leveraging Core’s resources more than I’ve done so in the past.


“Thank You!”

I’ve worked with MANY FMOs, fixed annuity specialists, etc. over the years and your team is better. This 2-day program was just another way to back that up. It was very productive and gave insights on not only how to use insurance most efficiently but how you operate and truly treat your advisors.

M. K.


Learning directly from an actuary, an absolute insurance expert, completely changed my view on how to utilize insurance as a part of my retirement planning. Loved the presentations and concepts taught!

N. J.

What To Expect Each Day

Here’s a look at our typical agenda

  • 9:30 am – 1:00 pm
    • Transportation provided from MSP Airport to Core office
  • 11:30 am – 12:00 pm
    • Lunch & Introduction
  • 12:45 – 2:00 pm
    • Annuities – Accumulation
  • 2:00 – 2:15 pm
    • Break
  • 2:15 – 3:00 pm
    • Long-Term Care
  • 3:00 – 3:45 pm
    • Carrier Sponsor Speaker
  • 3:45 – 4:00 pm
    • Break
  • 4:00 – 5:00 pm
    • Life Insurance – Accumulation
  • 5:00 – 7:15 pm
    • Reception & Dinner
  • 7:00 – 8:00 am
    • Breakfast at hotel and check out (if applicable)
  • 8:00 am
    • Shuttle Departs Hotel to Core Income Office
  • 8:30 – 10:00 am
    • Annuities – Income
  • 10:00 – 10:15 am
    • Break
  • 10:15 – 10:45 am
    • Carrier Sponsor Speaker
  • 10:45 – 11:15 am
    • Life Insurance – Death Benefit
  • 11:15 – 11:45 am
    • Navigating New Business
  • 11:45 – 12:30 pm
    • Working Lunch & RILA
  • 12:30 – 1:00 pm
    • Wrap Up and Shuttle Departure to MSP Airport at 1:00 pm (if applicable)

Frequently Asked Questions

Yes! Insurance Intel is an all-expenses paid educational event.

At Core Income Advisors’ HQ in Minneapolis, Minnesota. 5940 Golden Hills Dr. Minneapolis, MN 55416
Each session has 20 spots that generally fill up quickly. Contact us asap if you’re interested!
Advisors that are hungry to learn more about becoming more successful in their practice and want to incorporate insurance planning for their clients.
Core Income Advisors. An independent insurance brokerage / FMO in Minneapolis, MN. You can learn more about Core by visiting coreincome.com.

Intel dates for this year:

  • February 29th – March 1st
  • April 11th – 12th
  • June 13th – 14th
  • August 15th – 16th
  • October 10th – 11th

Offering You A More

Tailored Solution

Interested in Coming? Contact Us!

Get in touch with us to see if you’d be a good fit for Insurance Intel!