Our Process

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.

Interested in learning more?
Check out our Underwriting Process