The C.O.R.E. Group
Scottsdale, United States (US) · Finance and Banking
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Data quality
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Last verified
May 2026
#identification of value for each advisor through relationships
#impaired risk
#portfolio protection
#case design
#life
#annuities
#long term care
#& disability insurance
#case managment and processing
Overview
At C.O.R.E., we’re fundamentally different. Unlike many insurance firms focused on pushing the latest products, we prioritize building strong, trusting relationships with your clients – and with you.
Our process-driven approach centers on understanding your clients’ needs and guiding them to the right solutions, removing objections before they arise. We provide dedicated support for client generation, engagement, conversion, case design, and case management, allowing you to focus on delivering exceptional service and maintaining profitable client relationships.
For over 20 years, C.O.R.E. has been dedicated to helping advisors like you thrive in a competitive landscape. We’re not just about selling insurance; we’re about enhancing your business and strengthening your connections with your clients.
Contact Details
Scottsdale, United States (US), 7373 North Scottsdale Road
+1
Company Type
Partnership
Employees
30-50
Keywords
#identification of value for each advisor through relationships
#impaired risk
#portfolio protection
#case design
#life
#annuities
#long term care
#& disability insurance
#case managment and processing
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