Core Income Advisors

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 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’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 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, 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 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 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. ⚡😤

Today, we remember September 11, 2001.

A day marked by unimaginable loss, profound courage, and extraordinary acts of compassion and humanity.

We remember the lives that were taken, honor the heroes who answered the call, and stand with all those whose lives were forever changed.

May we never forget the unity that emerged in the days that followed, and may we carry that spirit forward.

Happy Labor Day! 🎉

Today is a chance to honor the hard work and history behind the rights we often take for granted. However you're celebrating the holiday today, we hope it's filled with good company and zero to-do lists.

Our office is closed today, September 7, and we'll be back to business tomorrow!