John Cates

Client Advisor

What do you enjoy most about your role at TDC life?

I enjoy the challenges that clients bring to us to solve. My satisfaction comes from being able to be a part of a team challenged to think differently to deliver much-needed solutions for our clients.

What has been your most rewarding career experience?

The relationships that I have built with my clients over the years. Taking a genuine interest in your client’s lives, lets you surpass the client-advisor relationship and begin a lifelong friendship.

How do you help your clients and their families Live Life?

We help our clients plan for one of the most devastating experiences in life – the death of a family member, friend, or business partner. The work we do with our clients will not overcome that feeling of loss, but it certainly helps limit complications from compounding during this trying time.

Why is TDC Life different?

From the first day of a client’s interaction with TDC, they can see that we pride ourselves on listening to the client’s needs and then delivering a comprehensive solution. This objective analysis has been built into the fabric of TDC to ensure every client gets the solution they deserve.