We help our clients protect what’s most important to them through sophisticated uses of life insurance, long-term disability insurance, annuity rescues, and long-term care insurance. There’s no situation too big or too complex for our team to handle.

In addition to helping a client acquire needed insurance, the TDC team will monitor and manage a client’s entire insurance portfolio to help make sure each policy is operating as intended. The TDC team proactively develops strategies to make sure a life insurance portfolio evolves with a client’s needs.

In the event a life insurance policy is no longer needed, TDC can help optimize the client’s exit from the policy. There are many ways to leave a life insurance policy. At TDC, we specialize in maximizing the value of a policy when it is no longer needed, taking into consideration taxes, market value, and philanthropic opportunities.

Advising Advisors For Over 60 Years

  • Lead with Service

    We dedicate our time, energy, resources, and advice to better our partners and their relationship with their clients. We are freely at your service, whatever you need, big or small, you can look to us to help you and your clients in our areas of expertise. Consider us an extension of your team. There will never be a bill or a sales pitch.

  • Let Our Know-How Do The Talking

    Our innovative team and proven process, combined with our 60+ years in business, means we've seen it all, we’ve done it all, and there's no situation too complex for us to solve. We are built to be here for the next 60+ years, to walk beside your clients to ensure their life insurance plan comes to fruition.

  • Bring Value to Every Situation and Interaction

    Every engagement and every interaction should be with the end goal of delivering the insurance experience you and your clients deserve.

Currently servicing over $9 Billion in life insurance death benefit

Our Promise to You

Bridging the Gap Between Sophisticated Estate Planning and Life Insurance Strategies

  • Bespoke Solutions
  • Market Leverage
  • Motivated by Clients
  • Transparency
  • Independent

The Value of a TDC Life Advisor

Base Policy Value

We know what lies ahead

Transaction
Experience

We know how to tell “the story”

Positioning
Strategy

We provide access to key decision makers

Market
Access

We leverage competition in the underwriting process to extract additional value

Aggressive
Advocacy

It’s better to work with a life insurance advisor who works with advisors

Advisor
Integration

Optimal Life Insurance Purchase

TDC Life Resource Library

We serve as the life insurance advisor to advisors. Our focus on helping our partners’ clients results in a more holistic approach and seamless experience so we can establish trusted, long-lasting relationships with their entire advisor team.