Core Income Advisors

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Core Income Advisors A team of Actuaries with One Mission: To Help Advisors Deliver Financial Certainty.

Being your own boss comes with a lot of hats.Advisor. Business Owner. Strategist. Relationship manager. Problem solver. ...
10/16/2026

Being your own boss comes with a lot of hats.

Advisor. Business Owner. Strategist. Relationship manager. Problem solver. And, somehow, paperwork chaser, too.

The good news? You don’t have to wear every hat alone.

At Core, we’re here to be the trusted sidekick behind your practice, helping with the insurance expertise, actuarial support, and operations that keep things moving.

You focus on your clients. We’ll help with everything behind the scenes.

Happy National Boss’s Day to the advisors building practices of their own.

See what having a trusted sidekick can look like: https://hubs.la/Q04BnRh80

🚨 It's Time to Order Your Cookies! 🍪Now’s your chance to try Jesse's Brown Butter Chocolate Chip cookies while supportin...
10/15/2026

🚨 It's Time to Order Your Cookies! 🍪

Now’s your chance to try Jesse's Brown Butter Chocolate Chip cookies while supporting a great cause!

100% of proceeds will benefit the Peace House in Minneapolis, helping to provide essential resources for our unhoused neighbors.

HOW TO PLACE YOUR ORDER:
- $10 donation for 5 cookies
- How to Pay: Venmo Core Income Advisors (please include your name in the notes!)
- Place your order by October 23
- Cookie pickup: October 28–29, 8 AM–5 PM at the Core Income Advisors office (5940 Golden Hills Dr)
- Cookie allergens: wheat, milk, eggs

Whether you’re treating yourself or sharing with friends, every order makes a difference. Thank you for helping us support the Peace House!

The Core Cookie champion has been crowned!Our Grand Finale featured three contenders: Jesse Hodapp’s Brown Butter Chocol...
10/14/2026

The Core Cookie champion has been crowned!

Our Grand Finale featured three contenders: Jesse Hodapp’s Brown Butter Chocolate Chip Cookie, Jack Welchlin’s Coffee Macaron with Chocolate Ganache, and Jeff King’s Iced Lemon Cookie.

After one final taste test, Jack took home the title of Core Cookie Champion!

While Jack wins the bragging rights, Jesse’s Brown Butter Chocolate Chip Cookie will be featured in our cookie sale! With macarons notoriously tricky to get right (especially when making hundreds of them), we decided to leave those to the experts.

Best of all, 100% of the proceeds from our cookie sale will benefit the Peace House in Minneapolis, helping provide essential resources for people experiencing homelessness.

We’ll share details soon on how you can donate and order some of Jesse’s Brown Butter Chocolate Chip Cookies!

That’s a wrap on our LAST Insurance Intel of 2026! 🎉We’re incredibly grateful to all the advisors who joined us last wee...
10/06/2026

That’s a wrap on our LAST Insurance Intel of 2026! 🎉

We’re incredibly grateful to all the advisors who joined us last week for two days of learning, connecting, and exploring how effective risk management strategies can help improve client outcomes.

A special congratulations to Mark Menne and Ron Burkard, our newest Hall of Fame inductees! 👏 Here’s to the impact you’ve made and the legacy you’re building.

To everyone who spent time with us at an Intel event in 2026: thank you for showing up, sharing your expertise, and growing with us. We’re grateful for every conversation and connection.

Stay tuned for 2027 dates; we’d love to see you at our MN office!

Last week, advisors joined us at our Minneapolis office for Planner's Pathway, an immersive training program developed w...
10/01/2026

Last week, advisors joined us at our Minneapolis office for Planner's Pathway, an immersive training program developed with CFPs®, estate attorneys, and CPAs, and presented by Advanced Planning Educational Group.

Over three days, attendees built a structured, repeatable approach to comprehensive financial planning, connecting all five key segments and leaving with processes they can put to work in their practices right away.

We were also honored to celebrate the advisors who earned a spot in our Hall of Fame:
🏆 Josh Sheard
🏆 Tad Cromer
🏆 Shell York
🏆 Jeremy Presley
🏆 Dan Chen

We also made time for a Lake Minnetonka boat cruise, where advisors and the Core team could relax, connect, and watch some football.

Thank you to everyone who joined us, and to Jeffrey Hoenle, Ruth Raftery, and Gregg Fortune for leading the way. We're already looking forward to the next one!

COOKIE CONTEST UPDATE: THE GRAND FINALE LINEUP IS SET!Week 3 brought an incredible battle of the bakers, with Jeff King’...
09/21/2026

COOKIE CONTEST UPDATE: THE GRAND FINALE LINEUP IS SET!

Week 3 brought an incredible battle of the bakers, with Jeff King’s iced lemon cookie beating out Dan Slater’s caramel white chocolate chip and Tim Foley’s snickerdoodle.

With all three rounds complete, our Grand Finale lineup is officially locked in:
- Round 1 Champion: Jesse Hodapp
- Round 2 Champion: Jack Welchlin
- Round 3 Champion: Jeff King

These three baking titans will face off on Friday, October 9th to determine who takes home the crown and which recipe becomes the official Core Cookie!

Remember, the winning cookie will be sold throughout October, with proceeds going toward charity. The countdown is on!

It’s Life Insurance Awareness Month, and if you’ve been looking for a reason to reach out to your book, this is it. More...
09/16/2026

It’s Life Insurance Awareness Month, and if you’ve been looking for a reason to reach out to your book, this is it.

More than 100 million Americans say they need life insurance, or need more of it than they already have.

Most of them are not waiting because they don’t care; they’re waiting because of a few quiet assumptions:
- “It’s probably too expensive right now.” (Most people guess the real cost is 3x higher than it is)
- “I think I’m covered through work.” (Often thinner and less portable than clients assume)
- “We’ll figure it out later.” (Later is exactly when premiums and health get more complicated)

Every one of those is a conversation starter.

If you want backup on the numbers, our team of actuaries and educated professionals can help you show clients exactly where they stand.

Reach out anytime:
📞 800-541-7713
✉️ [email protected]

We’re hiring for a New Business Manager!This role will lead our annuity and life insurance case management, licensing, a...
09/15/2026

We’re hiring for a New Business Manager!

This role will lead our annuity and life insurance case management, licensing, and contracting teams, overseeing operations from application through resolution while ensuring accuracy, compliance, and exceptional service.

In-person in Golden Valley, MN.

Learn more about the role and apply here: https://hubs.la/Q04xv0gt0

Email [email protected] with any questions.

The plot thickens in the Core Income Advisors kitchen!The second chapter of our cookie competition is officially complet...
09/14/2026

The plot thickens in the Core Income Advisors kitchen!

The second chapter of our cookie competition is officially complete, and Jack Welchlin rose to the occasion to secure the Round 2 victory with his Macarons. He'll join Jesse Hodapp, our Round 1 champion, in the Grand Finale.

The competition was fierce, with Jack taking the win over two strong contenders: Penny Mohnkern’s Chocolate Chip Cookie and Shane Trentor's Peanut Butter & Jelly Cookie.

Our third round THIS FRIDAY will determine the last competitor to join them on the bakery battleground. Who will take Week 3 and earn a shot at the Grand Finale?

Stay tuned, and reach out to our team to find out how you can get your hands on a batch of these legendary homemade cookies!

The deadline to join our NFL survivor pool is this Sunday, September 13, at 12:00 PM (CT) - be sure to submit your Week ...
09/11/2026

The deadline to join our NFL survivor pool is this Sunday, September 13, at 12:00 PM (CT) - be sure to submit your Week 1 pick!

How to Play:
1. Register to join the pool: https://hubs.la/Q04xgvBB0
2. Make your picks: Each week, choose one team to win. Make all your picks now, or come back before each weekly deadline.
3. Advance each week: If your pick wins, you stay in the game.

Don't miss out! Prizes and bragging rights are on the line. ⚡😤

Address

5940 Golden Hills Drive
Minneapolis, MN
55416

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18005417713

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