Testimonials
Ronny Pinckard, RFC
Registered Financial Consultant
“Many of us who are now at CIR have used The C.O.R.E. Group for our fixed business. C.O.R.E. has done an excellent job in helping us get business written and placed. They are very ethical and well respected by those of us who have used them. For our branch in particular, Dale Philips with C.O.R.E., has been hands on in helping our advisors. He goes with them on interviews and helps close their sales. Two of our reps in particular have had their biggest production years due to Mr. Philips help.”
Bryan C. Keathley, CBC
President
“I have been extremely impressed with the service I have received from everybody at The C.O.R.E. Group. There do not appear to be any weak links with any of their personnel from top to bottom as I have dealt with almost every department for many years. I have sold fixed & variable life, executive disability, long term care and annuities through them and process have been perfectly smooth every time. C.O.R.E.’s local marketing representative Dale Philips in Dallas / Ft. Worth and I have developed a very effective relationship and I respect his vast knowledge on how I can bring personal products to the business owners I serve in my business model that is primarily employee benefits groups with 10 – 100 employees. The most significant personal line sale I have ever achieved was a second to die estate planning life policy for the owners of a business I insure because their premium is $107,000 per year. Another owner was selling their business and wanted either asset based or traditional LTC policy which C.O.R.E. helped me close. For a couple in their late 60’s that was a very nice piece of business. There have been numerous other success with Executive DI and Buy Sell Life deals that Dale Philips has helped me design and close. In 19 years of business, I have experienced lots of MGAs that say they bring value but only C.O.R.E. has convinced me of this value proposition. Others just seem to recruit constantly and either don’t contribute or even slow things down compared to my staff dealing directly with carriers more efficiently.”
Todd Rhine, CFP®, RFC®, HDP™, CLU, ChFC®, IAR
“As an owner of a small firm that helps families with multi-generational transition while maintaining financial planning relationships, it is essential to have partners that deliver significant value. The C.O.R.E.Group has expertly filled that role. C.O.R.E. has helped us reach a new level of success and has become one of our most valuable partners. They understand what it takes to deliver a “client-focused” relationship. Their insightful Relationship Managers, skilled Advanced Planners and tireless Case Managers provide outstanding discovery, planning and implementation tools that are well researched and effective. Too much is at stake for us to partner with anything but the best. This is why we would recommend The C.O.R.E. Group to any planner or advisor that has a client first focus!”
Dick Maier
Investment Advisor Representative
“My go-to resource for Fixed and Index Annuities, Life Insurance, Disability Insurance and Long Term Care Insurance became The C.O.R.E. Group. Not only were they knowledgeable and quick to respond to my needs, but they also used a relationship management system that was proactive in developing a long term relationship. The relationship manager provided a single point of contact and the relationship manager frequently contacted me to see how things were going, to learn about my business, to give me information about new products and strategies that were working in the market place, etc. The relationship manager was genuinely interested in my business and my success. I highly recommend The C.O.R.E. Group.”
Bradly Tharp, CFP®, ChFC, CASL
Certified Financial Planner™, Chartered Financial Consultant, and Chartered Advisor For Senior Living
“Thanks for all your help! You and your team make selling insurance a smooth process for the advisor AND their clients. Well done.”
Shawn Mechler, CFP®, ChFC®
Director of Financial Services
“I have found the services and people associated with The C.O.R.E. Group invaluable to my practice. They have allowed me to simplify my case preparation, planning and presentations to clients through utilizing their expertise in numerous areas. C.O.R.E. is a GREAT resource!”
Stan Boyer
Investment Advisor Representative
“I have been an independent rep with C.O.R.E. since late 2010/early 2011. Since joining C.O.R.E. I have been very happy with the service provided. As primarily an investment advisor, C.O.R.E. has allowed me to service the insurance side of my business without having to devote every waking minute to it. They do a great job of handing the applications, medical, and processing up until delivery. My main endorsement of C.O.R.E. however is their honesty. Every agency is good when the application is clean and the person is healthy, but C.O.R.E. has always been very upfront. If a problem arises they have another solution or work very hard to find alternatives. There has been several times where we have switched carriers mid-underwriting because it was going to be better for the client. They will also tell you if it is simply not going to work. That type of honesty means a lot. I had a meeting with Crump and after deliberation I decided to stay with C.O.R.E. even if I don’t get production credits or any bonus for the simple reason that they do a great job and help me run my practice more efficiently.”
Trent Adams
Investment Advisor Representative
“Working with Chip Sroufe & The C.O.R.E. Group has provided me with invaluable support for my larger and more complex cases, where quality and depth really count to close the sale and provide a solid solution. Having them as a partner is like having my own large-case insurance specialists in-house.”
Barry Euzant, CLU
Investment Advisor Representative
“I’ve worked with The C.O.R.E. Group for approximately 10 years and over that period of time I have written well over 100 policies per year. I have found the follow up procedures at The C.O.R.E. Group to be as good, if not better than my own. Each and every case is followed up on from the time it reaches them to the time the policy is issued. All I basically have to do is provide them with the necessary information that is requested. I have found that they not only follow up with the medical exams being done but they also make sure that the phone interviews are done as well. In many cases, they have called different underwriters to find out how particular situations will be handled. They also provide me with personal assistance and expertise for nearly every situation you could imagine. The bottom line is that there is seldom a situation where they have not been able to find competitive coverage for any clients that I work with. Amy in Licensing would be someone that I would hire in an instant. I actually consider the people at The C.O.R.E. Group to be a part of my business and I cannot imagine not having their services at my disposal.”
Matthew DeFelice, CFP
“I consider The C.O.R.E. Group a valuable resource to help grow my business, and have come to trust and respect their opinions – always professional and objective, putting the clients’ needs first.”
We’ve been doing this for over 20 years.
OUR TEAM
We’ve been doing this for over 20 years – it’s not our first rodeo. Over the years, we have built a team of professional, intelligent and talented folks who actually love what they do every day. That translates to a pleasant experience every time you interact with us.
