We’re Here to Serve You and Your Client’s Insurance Needs
The best companies are made up of those who are passionate and enjoy coming to work every day. For us, the reason we get out of bed in the morning is to become trusted for life with our clients, their families, and the advisors we work with. How do we do this? Quite frankly, life insurance is what we do all-day, every day, and we wouldn’t have it any other way.
Here is what we love most about helping our client families.
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Delivering a client experience unlike any other -
Solving problems with solutions designed to last generations -
Establishing lifelong advisor partners and clients -
Providing peace of mind
24 Team Members Across 6 Office Locations
I am honored by the trust our advisor partners and clients show in us and find satisfaction in how we can craft the missing piece(s) to their insurance and estate plan they have been searching for.
Katy JohnsonCase Manager
I love hearing clients’ life stories! We strive every day to be meticulous in our efforts and provide peace of mind to our clients.
Sherry BoerstCase Manager
TDC Life is different than other advisors because we are constantly keeping our clients (new and old) in the forefront of our minds to ensure we are serving them as best as we can and providing them with the best solutions to fit their evolving needs.
Terrah SchaefferSpecialty Market Case Manager
One of the things that makes TDC Life different is that we help our clients from beginning to end. We are there not only when we design and implement a plan, but more importantly, when a plan comes to fruition. We have processed claims for policies written 30-40 years ago or more. Who else can say that? TDC Life can.
Adam FranklinOperations Manager
TDC Life is unique to its competitors in that we see a life insurance policy from inception all the way to a claim payout.
Lindsey BinderDesign Service Associate
Nothing in this world sits still. Neither should your client’s planning. Our relationships with our advisors and their clients/families span decades and multiple generations.
Michael MillerChief Operating Officer - Houston Meet Our Leadership Team
Life Insurance Experts Committed to Becoming Trusted for Life
Tyler Horning
Principal
With a dedication and passion for working with advisors to help their clients organize, improve, and execute their life insurance and estate planning needs, Tyler Horning has brought a long-term focus to the TDC Life team. As President of TDC Life, Tyler is a third-generation leader of the firm who works with his group of insurance industry leaders to service a national network of advisors to help their clients plan for and implement best-in-class wealth preservation strategies for the benefit of their family and/or business.
Tyler is a father of five and enjoys being an active leader in his community. Tyler was also recognized as #1 on Forbes 2024 listing of America’s Top Financial Security Professionals in Ohio and #21 nationally.
Steve Schwartz, CFP®
Principal
Steve is a native and current Texas resident where he leads our Houston Office. Steve brings over 40 years’ experience in servicing high net worth individuals, families, and business owners with their life insurance and estate planning needs. Steve’s wealth of experience, combined with his dedication to each client’s long-term success, is evident in each meeting and client review.
Steve is involved in many industry associations including the Top of the Table, Life & Qualifying Member of Million-Dollar Round Table, and the Association of Advanced Life Underwriters. Steve was also recently recognized as a 2021 Top Financial Security Professional by Forbes.
Adam Franklin, CLU®, ALMI®
Operations Manager
As TDC Life’s Operations Manager, Adam leads our team in helping clients, and their advisors, make the complex simple by planning, engineering, and ultimately implementing customized life insurance designs and strategies that meet client needs and exceed their expectations.
Adam’s passion and energy for our clients and our people are infectious and a perfect example of the values we look for in a TDC Life leader.
John Cates
Client Advisor
John brought a wealth of experience to the TDC Life team when he joined us in 2019. As a Client Advisor and member of our leadership team, John is responsible for educating clients and their team of advisors on the various options available for their life insurance acquisition or distribution needs.
John has worked for two publicly traded banks where he has spent time as a project manager, investment advisor, trust officer, and most recently, the Head of Private Banking. Having grown up in the Irish Hills of Michigan, John often takes his family back to the area to enjoy its many lakes.
The Rest of Our Amazing Team
Our Life Insurance Strategy and Support Team Are Here For You
Chelsea Junge
Case Manager
Deanna Eich
COI Experience Coordinator
Denise Brock, ACS, AIAA, HIA, MHP
Executive Assistant to Steven Schwartz
Erynne Lopez
Client Liaison
Jenny Bucher
Support Administrator
Katy Johnson
Case Manager
Lindsey Binder
Design Service Associate
Matthew Schwartz
Client Advisor
Melanie Marks Hitchen
Client Advisor
Michael Miller
Chief Operating Officer - Houston
Robert Bowers
Human Resources/Operations
Sharon Wood, ACS, CISR®, CIIP
Client Services Administrator
Sherry Boerst
Case Manager
Terrah Schaefer
Specialty Market Case Manager
Our team lives each day with purpose and passion through our five core value tenets. This is what drives us each day to help our clients design, implement, and manage their life insurance strategies.
| Grow to Greatness | Industry leaders in all that we do. Not satisfied with the status quo, current solutions or ways of doing things. Using our experience, resources and intelligence to overcome difficulties. |
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| Provide Peace of Mind | Driven by our clients’ trust in us. Do the right thing. Follow through and finish what we start! We are a client-centric organization. |
| Meticulous | Details make the difference between better and best, right and wrong, win and lose. We are focused on the details in everything we do. |
| Team Player | We are an accountable crew; supporting, challenging, and relying on each other. We must be on the same page and pull our individual and collective weight. |
| Pace of Play | Life moves fast but we move faster. We have a sense of urgency today so that our clients do not have a sense of regret tomorrow. |
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