Insights

Targeted Financial Certainty Core Income Advisors positions itself as an independent insurance brokerage offering actuarial risk management to deliver mathematically superior plans for clients, indicating a sales opportunity to partner with advisory firms seeking risk-adjusted, data-driven insurance solutions.

High Responsiveness The 100 percent answer rate guarantee highlights a differentiator in service delivery; use this to engage prospects who value rapid support, potentially converting time-sensitive advisor needs into partnerships.

Collaborative Partnerships Emphasizing tailored teamwork between Core Income Advisors and client teams presents an upsell path to mid-market practices seeking integrated, co-managed insurance and financial planning services.

Tech Enablement The presence of modern tech tools and analytics visibility (LinkedIn Ads, Hotjar, JSON-LD, etc.) suggests a capability to support data-driven marketing and performance analytics—a selling point to firms requiring transparent ROIs and digital optimization.

Growth Readiness With revenue in the mid six-figures to low seven-figures range and a lean team, Core Income Advisors could be a fit for partnerships with growing independent financial firms seeking scalable insurance solutions to expand client offerings without heavy overhead.

Similar companies to Core Income Advisors

Core Income Advisors Tech Stack

Core Income Advisors uses 8 technology products and services including LinkedIn Ads, Hotjar, HubSpot Analytics, and more. Explore Core Income Advisors's tech stack below.

Core Income Advisors's Email Address Formats

Core Income Advisors uses at least 4 email formats:
Core Income Advisors Email FormatsExamplePercentage
First@coreincome.comJohn@coreincome.com
61%
First.Last@coreincome.comJohn.Doe@coreincome.com
19%
FLast@coreincome.comJDoe@coreincome.com
15%
Last@coreincome.comDoe@coreincome.com
5%

Frequently Asked Questions

What is Core Income Advisors's phone number?

Minus sign iconPlus sign icon
You can contact Core Income Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Core Income Advisors's official website and social media links?

Minus sign iconPlus sign icon
Core Income Advisors's official website is coreincome.com and has social profiles on LinkedIn.

How much revenue does Core Income Advisors generate?

Minus sign iconPlus sign icon
As of September 2026, Core Income Advisors's annual revenue is estimated to be $50M - $100M.

What is Core Income Advisors's NAICS code?

Minus sign iconPlus sign icon
Core Income Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Core Income Advisors have currently?

Minus sign iconPlus sign icon
As of September 2026, Core Income Advisors has approximately 33 employees across 1 continents, including North America. Key team members include President: D. W., Head Of Operations: D. I. and Life & Ltc Sales Manager: T. H. Explore Core Income Advisors's employee directory with LeadIQ.

What industry does Core Income Advisors belong to?

Minus sign iconPlus sign icon
Core Income Advisors operates in the Financial Services industry.

What technology does Core Income Advisors use?

Minus sign iconPlus sign icon
Core Income Advisors's tech stack includes LinkedIn Ads, Hotjar, HubSpot Analytics, Microsoft Clarity, Adobe Creative Cloud, HubSpot Content Hub, Wix eCommerce and Piwik.

What is Core Income Advisors's email format?

Minus sign iconPlus sign icon
Core Income Advisors's email format typically follows the pattern of First@coreincome.com. Find more Core Income Advisors email formats with LeadIQ.

When was Core Income Advisors founded?

Minus sign iconPlus sign icon
Core Income Advisors was founded in 2012.
Core Income Advisors logo

Core Income Advisors

Financial ServicesMinnesota, United States11-50 Employees

Core Income Advisors is a financial services firm that functions as an independent insurance brokerage, operating as both an independent marketing organization (IMO) and a field marketing organization (FMO) to support financial professionals. It uses actuarial risk management to provide independent, data-driven insights that help identify plans that are mathematically favorable for clients. The company also emphasizes fast, reliable service and a collaborative model designed to integrate its resources with the advisor's own team.

Its primary customers are financial advisors seeking insurance solutions for their clients, and the firm positions itself as a partner whose involvement is tailored to each advisor's business needs. Based in Minneapolis, Minnesota, the organization is a small to midsize player within the financial services sector. Its approach centers on collaborative partnerships and prompt communication to support advisors in meeting their clients' financial objectives.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Core Income Advisors's revenue is estimated to be in the range of $50M - $100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.