TDC Life Open Resources
As you well know, the key to establishing and growing relationships with your clients is to simplify the complex and provide them the best solutions for their unique needs. And you do this over and...
"Hi everybody, Tyler Horning here, Principal at TDC Life. Today I wanted to talk to you about overfunding, underfunding, and not letting life insurance policies lapse."
5 Ways to Proactively Manage a Portfolio
February 14, 2022Every year, an average of over $600 Billion* in life insurance death benefit lapses or is surrendered. These lapses can be intended or unintended. In either case, the insurance company collected a...
Employer-Owned Life Insurance: Requirements of Section 101(j)
December 09, 2021Many practitioners are not familiar with the specific ins and outs of owning life insurance inside of a company, even though the rules changed back in 2006. If your clients need the protection of key...
Three Things To Consider When Choosing A Trustee
November 02, 2021This article was originally published to Forbes. Given the important functions a trustee serves in the care and control of trust property and the relationship they have to beneficiaries of a trust,...
Tyler Horning Named a Top Financial Security Professional by Forbes
October 20, 2021TDC Life is thrilled to announce that Tyler Horning has been selected as a Top Financial Security Professional by Forbes and SHOOK Research.
Fixing the Qualified Plan Wealth Transfer Problem
October 11, 2021What's the problem? Many believe that qualified plans and annuities are efficient savings vehicles for retirement. For many Americans this is true. However, for clients that have personal financial...
The Secret to Effective Donations of Life Insurance Policies for Philanthropic Giving
October 06, 2021"Hi everybody, Tyler Horning here, Principal at TDC Life. Today I wanted to talk to you about life insurance and not-for-profit organizations."
"Hi everybody, Tyler Horning here, Principal at TDC Life. Today I wanted to come to you with a year-end alert. There are five important life insurance opportunities as we come into the fourth quarter...
Annual Statement Review: 5 Areas for Analysis
September 01, 2021In our experience, when a client asks an advisor to look at their life insurance policy statements it is because they are unsure if what they have is any good and they are looking for independent...