Our Services
Life Insurance Policy Aquisition
Life Insurance Policy Aquisition
We craft policy solutions that protect current interests and future aspirations. By understanding each individual's unique needs, we offer the best solutions now while anticipating future needs to ensure policies stay up-to-date and effective over time.
We help advisors and their clients in the following areas:
- $100 million+ life insurance portfolios
- High-limit disability insurance for executives, key people, and athletes and entertainers
- Guaranteed issue (no underwriting) group plans, $4 million+ in death benefit
- Bind $50 million+ in life insurance within 24 hours
- Buy/sell disability
- Disgrace coverage
- Negotiated underwriting
- Key person disability protection
- High-touch platform for faster turnaround on less significant risks
- International coverage
- Private placement life and annuity strategies
- Captives
- Premium finance
- Help philanthropic organizations leverage life insurance to help them meet and exceed their donation goals through our Legacy Giving services.
- Much more…
Portfolio Management Services
Portfolio Management Services
Unlike other providers who cease support after the sale, we provide ongoing, thorough monitoring and detailed performance reviews to ensure each policy we manage performs as our clients intend it to, now and in the future.
Policy Exit Strategies
Policy Exit Strategies
Through a dedicated branch of TDC Life, our expert team applies their extensive experience to enhance policy appeal for potential buyers and vigorously advocates to ensure our clients achieve the best possible outcomes.
Specialty Solutions
Specialty Solutions
In addition to life insurance solutions, we lead the industry in offering exclusive solutions designed for the ultra-affluent. From Split Dollar to Private Placement Life Insurance (PPLI), we provide specialized solutions to meet specific needs.
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