San Francisco, CA (October 1, 2024) – EPIC Insurance Brokers and Consultants (“EPIC”), a national
insurance brokerage and consulting firm, has acquired TDC Life (“TDC”), an Ohio-based life insurance
and estate planning firm.
On June 6, 2024, the Supreme Court (“the Court”) issued a unanimous decision in Connelly v. United States. Below are key highlights along with observations, takeaways and solutions to consider for current and future buy/sell agreement planning.
Maumee, Ohio, June 26, 2024 – TDC Life is pleased to announce the acquisition of Sterling
Resources, a premier boutique life insurance broker based in Hingham, MA. This strategic union
combines the expertise and strengths of two highly respected firms, each with a rich history and over
100 years of combined experience handling complex and sophisticated life insurance scenarios for
affluent individuals and families.
TDC Life is renowned for its expertise in finding tailored solutions for the most comprehensive and
challenging life insurance needs, with access to every market and deep relationships. Likewise,
Sterling specializes in securing multi-generational family wealth through life insurance strategies like
PPLI, cultivating international relationships, and working with clients to ensure lasting legacies of
financial security.
“We are thrilled to welcome Sterling Resources into the TDC Life family,” Tyler Horning, Principal at
TDC Life, said. “This acquisition embodies our commitment to providing unparalleled service to
estate advisors and their clients. By joining forces, we are better positioned with our combined
strengths to serve more individuals and families, upholding the high standards and values that have
defined both our firms for decades.”
Together, TDC Life and Sterling Resources enhance their capacity to provide top-tier, personalized
service and comprehensive solutions for the most intricate life insurance needs. Both firms work
closely with estate advisors to deliver client-centric service, long-term relationships, and expert
advice, ensuring the protection and security of their clients’ financial security for generations.
About TDC Life
With a legacy dating back to 1958, TDC Life is a leading independent broker of high-end life
insurance. Our sophisticated wealth transfer solutions are tailored to the unique and complex needs
of affluent families and their advisors. We’re redefining the life insurance experience by doing what’s
right, what’s needed, and what’s best for our clients as their trusted partners for life. www.tdclife.com
For media inquiries, please contact:
Tammy Ribaudo
Email: tribaudo@tdclife.com
Maumee, Ohio, July 12, 2024 – Tyler Horning, Principal at TDC Life, is honored to be recognized
as number 21 on America’s Top Financial Security Professionals list and, for the second year in a
row, is ranked number one on state listing for Ohio. Forbes and SHOOK Research team up to rank
the best professionals in the insurance industry. “I’m thrilled to be included on this list,” said Horning,
“especially given the extensive analysis they do.”
According to SHOOK Research’s methodology, they measure thousands of Financial Security
Professionals and rank them based on the question, “Would we recommend these professionals to a
family member of a friend?” The answer is often based on finding individuals prepared to engage in
meaningful conversations about wealth planning and protection, including life insurance. In addition,
SHOOK Research gathers several qualitative and quantitative factors in their determination.
TDC Life works with professional advisors and their clients to identify tailored solutions for the most
comprehensive and challenging life insurance needs, with access to every market and deep
relationships. With their recent acquisition of Sterling Resources, they are in an even better position
to expand their strategies around multi-generational family wealth. “This recognition reflects the
collective efforts of the TDC team, always prioritizing the best interests of our clients,” said Horning.
“We work closely with professional advisors to gather needed insight and bring parties together to
ensure our recommendations fit seamlessly in their estate plan.”
About TDC Life:
With a legacy dating back to 1958, TDC Life is a leading independent broker of high-end life
insurance. Our sophisticated wealth transfer solutions are tailored to the unique and complex needs
of affluent families and their advisors. We’re redefining the life insurance experience by doing what’s
right, what’s needed, and what’s best for our clients as their trusted partners for life. www.tdclife.com
For media inquiries, please contact:
Tammy Ribaudo
Email: tribaudo@tdclife.com