Listen and understand client’s unique circumstances and long-term goals.
TDC to collect a series of personal information necessary to begin our analysis including, but not limited to medical records, policy details, financials, and estate planning documents.
TDC to apply its expertise to formulate potential plan designs, submit informals and negotiate offers directly with carriers on behalf of the client.
Recommendations are made to the client, policy owner, and/or adviser.
Implement plan design and deliver policy to the client.
TDC to service policy, monitor performance, and continuously search for improved products and/or more efficient plan designs.