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Case Study: Mr. Executive

Mr. Executive had a close relationship with a high-end life insurance and estate planning firm from whom he acquired a recommendation, which included stacking multiple life insurance policies across six different carriers. Mr. Executive’s estate planning attorney encouraged him to obtain a second opinion from TDC Life, seeking our recommendations for improvements to the other adviser’s strategy.

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Split Dollar Solution for C Corp Business Owners

In recent years, split-dollar life insurance arrangements have made a comeback as a key benefit strategy for businesses who want to incentivize their key employees.  TDC’s Tyler Horning further discuss the effectiveness of split-dollar life insurance by sharing a powerful technique to use with business owners who have significant capital tied up in a C Corp and are trying to avoid the double taxation problem. 

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What Makes You Happy

April 20, 2017
What Makes You Happy

Although no one would be surprised that money, homes, cars, vacations, and stuff in general aren’t the secret to happiness, many might be surprised the single greatest contributor to leading a fulfilling life is developing deep personal relationships. Inc. Magazine’s Melanie Curtin discusses the 75 year old Harvard study that came to this conclusion.

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Star Crossed Estates

March 19, 2017
Star Crossed Estates

"What do Prince, Frank Sinatra Jr., Jose Fernandez and Tom Clancy have in common beyond the fact that they were famous and each died in the last few years? All four left their multimillion-dollar estates in a..." Great article from #PrivateWealthMagazine that outlines potential estate problems and how you can avoid them. Continue reading: https://tdclinks.co/2qBnyjU

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