EXPLORE - Explore Case Details
Listen and understand client’s unique circumstances and long-term goals.
COMPILE - Gather All Necessary Information
TDC to collect a series of personal information necessary to begin our analysis including, but not limited to medical records, policy details, financials, and estate planning documents.
ANALYZE - Review and Strategize
TDC to apply its expertise to formulate potential plan designs, submit informals and negotiate offers directly with carriers on behalf of the client.
RECOMMEND - Present Plan Design
Recommendations are made to the client, policy owner, and/or adviser.
IMPLEMENT - Execute Plan Design
Implement plan design and deliver policy to the client.
LIVE LIFE - Ongoing Analysis
TDC to service policy, monitor performance, and continuously search for improved products and/or more efficient plan designs.