A proper plan requires proper solutions. By clearly defining and understanding the unique needs of each family or business, TDC Life delivers creative insurance and estate planning solutions that work harder for them to secure their wealth. To help accomplish this, we provide a set of four holistic life insurance and estate planning services:
We help accomplish our mission of becoming “Trusted for Life” by helping our clients handle a myriad of life insurance strategies by helping them acquire their life insurance, provide ongoing portfolio management services, liquidate policies if needed on the secondary market, and fulfill philanthropic efforts through large life insurance donations.
We help advisors and their clients in the following areas:
In addition to helping acquire needed insurance, the TDC team will monitor and manage our clients’ entire insurance portfolio to help make sure each policy is operating as intended. Proactively developing strategies to make sure a life insurance portfolio evolves with a client’s needs.
Life insurance is an important asset in your portfolio. Just like other assets your organization owns, it needs management. To protect the organization and maximize the return on investment, proactive portfolio supervision is key. We respond to the single largest disconnect in the life insurance industry – policyowners expect their life insurance contracts to be proactively managed according to their defined objectives, but advisors lack the quality carrier support for long-term monitoring and management
In the event a policy is no longer needed, TDC can help optimize the exit from a life insurance policy. There are many ways to leave a life insurance policy, at TDC we specialize in maximizing the value of a policy when it is no longer needed taking into consideration taxes, market value and philanthropic opportunities. This is done through our ReNew Life entity, in which our experienced team leverages our deep transaction experience, and strategically positions a policy to potential buyers and advocates aggressively to achieve superior results for clients.