Tell us what matters
Share your retirement stage, concerns, goals, and approximate savings range.
PREMIUM RETIREMENT EDUCATION • NO OBLIGATION
Knowledge today. A brighter retirement tomorrow.
Build confidence around retirement income, annuity concepts, principal protection, and the questions worth asking before meeting with a licensed financial professional.
✓ Educational first
✓ Free assessment
✓ No purchase required
Knowledge today. A brighter tomorrow.
Retirement education designed to help you ask better questions before making important financial decisions.
Retirement education designed to help you ask better questions before making important financial decisions.
We Work With Leading Annuity Insurance Carriers
Explore a broad range of retirement income and annuity solutions
Carrier relationships, appointments, product availability, and licensing vary by financial professional and state. Logos and trademarks belong to their respective owners. The carriers shown do not sponsor or endorse Core Financial Education. Please confirm the specific carriers and products available through the licensed financial professional assigned to you.
A SIMPLE STARTING POINT
Understand your retirement priorities in minutes.
Our assessment is designed to help organize your goals and prepare for a complimentary conversation with a licensed financial professional.
Review your profile
We organize your answers into a simple education profile focused on income, protection, and timing.
Book your appointment
After completing your profile, choose a convenient time to speak with a licensed financial professional about your retirement questions and available options.
RETIREMENT EDUCATION
Three concepts worth understanding before you make a decision.
01
Fixed Annuities & MYGAs
Learn how fixed-rate annuity contracts may provide predictable interest for a stated period, along with the tradeoffs that come with surrender schedules and insurer guarantees.
02
Fixed Indexed Annuities
Understand how interest may be linked to an external market index without directly investing your premium in that index, and why caps, spreads, and participation rates matter.
03
Retirement Income
Explore how guaranteed-income features may fit alongside Social Security, pensions, investments, cash reserves, and other retirement resources.
FREE RETIREMENT ASSESSMENT
What does your retirement picture look like?
Answer a few questions about your goals and savings. It typically takes less than two minutes.
✓ Retirement stage
✓ Primary concerns
✓ Savings & investable assets
✓ Timing & priorities
YOUR NEXT STEP
Speak with a licensed financial professional.
Complete your retirement profile, then book a complimentary appointment to discuss your goals, retirement income questions, annuity concepts, and principal-protection options. There is no obligation to purchase.
✓ Choose a time that works for you
✓ Discuss your retirement priorities
✓ Ask questions about available strategies
✓ No minimum asset level required to complete the assessment
COMMON QUESTIONS
Before you get started.
Is the assessment free?
Yes. There is no fee to complete the education assessment, and completing it does not require you to purchase any product.
Is Core Financial Education a financial advisor?
Core Financial Education is presented as an educational and consumer-introduction resource. It does not provide individualized investment, tax, or legal advice. When requested, a consumer may be connected with an appropriately licensed professional.
Why do you ask about retirement savings?
Different retirement strategies may be relevant at different asset levels. Your savings range helps organize your retirement profile and gives the licensed professional useful context for your conversation. You do not need $250,000 or more to complete the assessment or request an appointment.
Are annuities guaranteed?
Guarantees associated with an annuity are subject to the terms of the contract and the claims-paying ability of the issuing insurance company. Annuities are insurance products and may not be appropriate for everyone.