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.
Advisors across the country turn to TDC Life to guide their clients through the complex world of life insurance. Here are the three things that make us unique:
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.
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.
Every engagement and every interaction should be with the end goal of delivering the insurance experience you and your clients deserve.
The TDC Life resource hub contains carefully constructed thought leadership pieces to help you and your clients understand how our life insurance strategies can support their peace of mind and long-term goals.