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The C.O.R.E. Group

Scottsdale, United States (US) · Finance and Banking

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The C.O.R.E. Group is a Finance and Banking company based in Scottsdale, United States (US), with 30-50 employees. The C.O.R.E. Group's profile is verified on Enterprise League.

Overview

The C.O.R.E. Group is a Scottsdale, Arizona-based partnership specializing in relationship enhancement for financial advisors.

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.
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Contact Details

rbeatty@coregroupusa.com

Scottsdale, United States (US), 7373 North Scottsdale Road

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Company Type

Partnership

Employees

30-50

Categories

InsurTech
Insurance

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

Awards

• 2026 OpenSee all

Services

Default Product Image
Case Design & Management Support
Insurance

Expert support in designing and managing comprehensive insurance cases tailored to individual client needs, including life, annuity, long-term care, and disability insurance.

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