phone 800.991.6695
what_sets_apart.jpg




Learn about us and what we do.

What sets us apart

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.



A message from our founder - Jack Beatty

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.png


Jack Beatty

Founder (1938 - 2014)

We’ve been doing this for over 20 years.

OUR TEAM

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.

team_mb6.jpg Jack
Beatty
view bio
team_mb24.jpg Robert
Beatty
view bio
team_mb9.jpg Bob
Petcoff, CLU
view bio
team_mb10.jpg Brad
Blosser
view bio
team_mb19.jpg Laura
Brown, CPA, PFS
view bio
team_mb16.jpg Karl
Heideman
view bio
team_mb18.jpg Andy
Petcoff
view bio
team_mb28.jpg Alan
Bradley
view bio
team_mb25.jpg Rob
Johnson
view bio
team_mb26.jpg Sara
Parady
view bio
team_mb21.jpg Marybeth
Roop
view bio
team_mb14.jpg Heather
Beckett
view bio
team_mb12.jpg Cindy
Harkins
view bio
team_mb8.jpg Ashlie
Manor
view bio
team_mb22.jpg Nicole
Platter
view bio
team_mb17.jpg Kim
Nedberg
view bio
team_mb5.jpg Allison
Kleinhans
view bio
team_mb29.jpg Terry
Grissinger
view bio
team_mb30.jpg Allie
Peters
view bio
team_mb7.jpg Amy
Wilson
view bio
team_mb27.jpg Rita
Kanuga
view bio
team_mb20.jpg Marcus
Bloom
view bio
team_mb2.jpg Matt
Foust
view bio
team_mb1.jpg Marvin
Johnson
view bio
team_mb15.jpg Jed
Parks
view bio
team_mb13.jpg Dale
Philips
view bio
team_mb4.jpg George
Ponticello
view bio
team_mb11.jpg Chip
Sroufe
view bio
team_mb3.jpg Mark
Unger
view bio
learn more


The Alignment Process

THE ART OF DISCOVERY

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!



art_of_discovery.jpg

Take a look at some of our recent posts!

Whats new?

view blog
Life_Happens_101Video.JPG

Watch this video by Life Happens for a brief reminder of how life insurance can help your clients. We celebrate Life Insurance Awa...

IRAmax.jpg

We know that taxes diminish the value of an IRA left at death. With our IRA Maximization strategies of Tax Offset, Tax Eliminatio...

news.jpg

Effective March 1st, 2016, carriers will be required to meet the additional "phase two" requirements of the NAIC's Actuarial Guide...