Our Head Actuary thinks math is cool, do you? 🤣 This Founder Friday, hear Dan and Tim talk about how Core Income Advisors is positively impacting the industry. #FMO #IMO #InsuranceBrokerage #annuities #longtermcare #lifeinsurance #actuaries
Math is always cool, and it is always right! 🤣 Oh, and I Love IRR!
Want to spend more time with clients and less time pushing paper? Let’s talk about how you can reduce your workload and close cases faster. DM me to learn more. #PennMutual #ACE #Underwriting #LifeInsurance #Annuities #JoinUs #NewOpportunity
Want to spend more time with clients and less time pushing paper? Let’s talk about how you can reduce your workload and close cases faster. DM me to learn more. #PennMutual #ACE #Underwriting #LifeInsurance #Annuities #JoinUs #NewOpportunity
Driving Success for Experienced Wealth Managers Through Practice Development | Fully Digital Underwriting | Expert Marketing | Transition Team Ready for You or Your Team
Want to spend more time with clients and less time pushing paper? Let’s talk about how you can reduce your workload and close cases faster. DM me to learn more. #PennMutual #ACE #Underwriting #LifeInsurance #Annuities #JoinUs #NewOpportunity
Want to spend more time with clients and less time pushing paper? Let’s talk about how you can reduce your workload and close cases faster. DM me to learn more. #PennMutual #ACE #Underwriting #LifeInsurance #Annuities #JoinUs #NewOpportunity
Recruit & retain independent Financial Professionals focused on growing their practices through top-tier products & customizable support. Your Practice | Your Goals | Our Support
Want to spend more time with clients and less time pushing paper? Let’s talk about how you can reduce your workload and close cases faster. DM me to learn more. #PennMutual #ACE #Underwriting #LifeInsurance #Annuities #JoinUs #NewOpportunity
Guaranteed lifetime income is just one of possible benefits with an annuity. Here's four other advantage you might not know about! Learn more here: https://bit.ly/3VjdxmU #trajanwealth #fiduciaryadvisors #wealthmanagement #annuities
Want to spend more time with clients and less time pushing paper? Let’s talk about how you can reduce your workload and close cases faster. DM me to learn more. #ACE #Underwriting #LifeInsurance #Annuities #JoinUs #NewOpportunity
Maximize your business’s value so you can retire on your terms. It’ll feel a lot easier with help from our practice management group. DM me to learn more about this amazing resource. #PennMutual #PracticeManagement #Goals #JoinUs #LifeInsurance #Annuities #NewOpportunity
Did you know there are at least 10 strategies to optimize your #annuities? Don’t let your annuity underperform. Discover these strategies with me: https://lnkd.in/eRaJU72c #FinancialFreedom #FinancialLiteracy #SmartInvesting #FinancialSuccess
Chief Executive Officer at Malnik Wealth Management, LLC
3moHaving worked with Dan and the crew at Core for years, I know to expect to the penny the science of the products. No selling of features but instead they explain the actuarial reason why the features work as they do. Once you understand that you understabd.