Welcome

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.

Jack Beatty
CEO

What sets C.O.R.E. apart

C.O.R.E. stands apart from other life and annuity distributors. Only C.O.R.E. provides business plan development and execution support for advisors, as well as marketing plan development and client generation, client engagement, comprehensive discovery and even CaseDesign.

Delivering value at every step of the relationship

C.O.R.E. provides value that advisors recognize, like helping them to build more efficient, profitable practices. More efficient means achieving greater rewards in less time, while enjoying their business more than ever.

Fast launches are key: that is why C.O.R.E. immediately engages with the advisor in all aspects of their business.

Connect with C.O.R.E., and learn how to deliver the ultimate client experience