On the surface, we help advisors like you implement life, annuity, long-term care and disability income insurance solutions with their clients.
If you look a little deeper, you will find that C.O.R.E. is unique - we are Centered On Relationship Enhancement – our business is at its center a relationship business. You know that your success is determined by the quality of your relationship with your client. We know that our success is determined by the quality of our relationship with you.
C.O.R.E. helps advisors to build trusted relationships with their existing and prospective clients. We deliver value in the form of a range of important services that we provide on your behalf, from planning to business processing. Our objective is to make it possible for you to focus on what matters most — developing, maintaining and expanding your ideal mix of client relationships.
We look forward to helping you achieve your goals for years to come.
Founder (1938 - 2014)
We’ve been doing this for over 20 years – it’s not our first rodeo. Over the years, we have built a team of professional, intelligent and talented folks who actually love what they do every day. That translates to a pleasant experience every time you interact with one of us.
Here’s our advice: Stop selling!!! Ask your clients what they want, listen to their answers, and the products will place themselves!
We have spent a lot of time, energy and resources building out processes to help you be better at asking your clients what they want, and guiding them to find their right answer if they don’t know it right away. The process not only clearly identifies what they want, it has a way of removing typical objections before they are even raised by your client.
Being good at discovery is an art – if you choose one area to invest your time in to improve how you engage with your clients, this is it!
Your job as an advisor largely includes helping your clients prepare for retirement. ...
The best way to prepare for the unexpected is to acknowledge that "it" could happen to you and then plan for it....
And baby makes three! Your clients have revealed that having a family is on their list of goals....