Offering You A More

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!

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.

J.R.

“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.

“Experts!”

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.