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

Core Income Advisors

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United States
Minneapolis, MN
Core Income Advisors

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

09/01/2026

Join us for our upcoming webinar, “Turning Tax Professionals Into a Referral Source,” hosted by Tim Foley of Core Income Advisors and Todd Halterman of Alpha 3 Wealth Management!

You’ll learn how to build a repeatable CPA referral system that generates more trusted introductions, high-quality clients, and a steady pipeline.

Save your spot here: https://hubs.la/Q04vYdkD0

08/31/2026

Football season is BACK, and you're invited to join our 🏈 PICK-EM' POOL 🏈

How to Play:
1. Register to join the pool: https://hubs.la/Q04vXVhH0
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! You have until Sunday, September 13, at 12:00 PM (CT) to enter the contest and submit your Week 1 pick. ⌛⚡

08/27/2026

What is an actuary? And how can actuarial expertise set financial advisors apart?

“Core’s actuarial expertise helps me excel. The opportunity to give the client an opinion when it’s not a sales structure but fundamental actuarial work differentiates us from a compliance standpoint and allows us to give clients confidence." – Robert O.

Read more here: https://hubs.la/Q04vB5980

☎️ 800-541-7713
📩 [email protected]

08/17/2026

We had our BIGGEST Insurance Intel event in Core history last week; thank you to the financial advisors who took the time to join us!

From sharpening insurance and risk management expertise to battling it out over ping-pong and basketball, the energy was high. It’s always great to see advisors coming together to collaborate, share ideas, and learn from one another.

We were also honored to celebrate four new advisors as they were inducted into the Hall of Fame:
🏆 Andy Tenzer
🏆 Chris Gordon
🏆 Greer Thomas
🏆 Connor Thomas

Congratulations to you all! Your commitment to your clients and the impact you’ve made on the industry make this recognition so well-deserved.

Interested in joining us for the final Intel event of 2026? Register here: https://hubs.la/Q04tc2Mx0

08/12/2026

Join us for our upcoming webinar, “Turning Tax Professionals Into a Referral Source,” hosted by Tim Foley of Core Income Advisors and Todd Halterman of Alpha 3 Wealth Management!

Referred clients tend to come in more trusting, more educated, and more likely to refer others themselves.

That's why advisors who build strong CPA partnerships can often stop chasing leads altogether.

In this live session, you’ll learn how to build a repeatable CPA referral system that generates more trusted introductions, high-quality clients, and a steady pipeline.

Save your spot here: https://hubs.la/Q04sPRlD0

08/07/2026

Thank you to everyone who joined us at Benjammin Bash last weekend to honor Ben's legacy and support cancer research!🎗️😊

We're thrilled to share that, thanks to your generosity and collective support, we raised over $18,000 for the Benjamin McAllister Scholarship Fund, and we couldn't be more grateful!🙌

Thank you for helping us carry Ben's legacy forward in such a meaningful way. 💙

07/29/2026

Join us this Saturday, August 1, for the 10th annual BenJammin Bash! 🎉

This special evening brings together Ben's favorite things: good food, live music, and great friends, all while raising money for the Benjamin McAllister Scholarship Fund to help fuel the next generation of cancer researchers. 🎶🔬

Let's get together, give back, and make a difference! We can't wait to see you all there. 💙

07/28/2026

Help us congratulate Jack Welchlin, our latest Employee of the Quarter! 🎉

Over the past three years at Core, Jack has earned a reputation for going above and beyond, supporting his teammates, and consistently delivering for the advisors we serve.

His dedication doesn't go unnoticed. His organization, work ethic, and genuine commitment to helping others make him an invaluable part of the Core team.

When he's not at work, you'll likely find Jack hiking, golfing, snowboarding, catching live music, traveling, trying out a new restaurant… or anything that gets him outdoors!

Congratulations, Jack, and thank you for everything you do. We're incredibly grateful to have you on the Core team! 👏

07/23/2026

Last week, the Core team attended the Centaurus Financial National Conference, where Tim Foley, Turner Burkholder, and Megan Janssen connected with financial advisors, exchanged ideas, and strengthened relationships with both new and familiar faces. 🚀

These conversations are what move our industry forward. Every new connection and shared perspective helps us better support advisors as they serve their clients.

Thank you to the Centaurus team for hosting an outstanding event and creating an environment where these connections can thrive. We're grateful to have been part of it and look forward to continuing the conversations throughout the year.

07/09/2026

What if you could simplify complex retirement risks into clear, personalized client conversations?

With Actuary Lab, you can take control of complex technical concepts like inflation, longevity, internal rate of return, and sequence of returns and turn them into simple, customized reports for your clients.

Learn how Actuary Lab can support your practice: https://hubs.la/Q04p2DLL0

Ready to test it out for yourself? (It's free!)
1. Log in to Core Connect: https://hubs.la/Q04p2BpZ0
2. Select the Resources tab
3. Choose Actuary Lab from the dropdown menu

Don't have a Core Connect login yet? Email [email protected] or call 800.541.7713, and we'll get you set up.

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

Website

https://coreincome.com/

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