At TDC Life, we understand life can feel complex at times. Our clients have worked hard for their success and want to ensure their life’s work continues for their family, and their family’s family.
Life and wealth don’t need to feel so complex. That’s why we work with a national network of CPAs, attorneys, business managers for athletes and entertainers, and wealth managers to help unburden their clients from worrying about the “what ifs” in life so they can focus on what’s most important.
Helping families bridge this gap between life and living – it’s what we do best.
Who We Serve
Those Looking to Create Enduring Wealth
As an independent life insurance and estate planning firm, TDC Life provides objective and unbiased advice to those looking to create enduring wealth through best-in-class wealth transfer strategies and designs. Our focus and responsibilities transcend the limits of traditional insurance planning for wealthy individuals, families, and business owners.
FOR INDIVIDUALS & FAMILIES
- Preserving their values and wealth for future generations
- Protecting their life’s work from the ravages of taxes, unplanned successions, disability and/or loss of key employees
- Supporting charitable causes
- Planning for life’s uncertainties
- Creating enduring wealth and ensuring their legacy will transcend generations
- Ensuring their clients are properly protected for the long-term
- Working with like-minded professionals
- Fulfilling their fiduciary duty to their clients
- Helping clients manage a life insurance portfolio based on facts and evidence
- Accessing a team of dedicated and experienced professionals
Transferring Values Through Transferring Wealth
Integrating Values Into Your Legacy Planning
A common concern of clients is often how to transfer their VALUES in the process of transferring their WEALTH. Families are better prepared for these transitions when their wealth and values are aligned.
If this is a concern, here are 7 provisions to consider to properly integrate values into legacy planning.
Live Life Knowledge Base
Wealth of Knowledge. Knowledge of Wealth.
Welcome to our Live Life Knowledge Base – empowering families to be stronger, closer, and wiser through our collection of thought leadership materials. Our wisdom for your wealth.