TDC Life Open Resources
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...
Disability Insurance
August 18, 2021Disability insurance is an important piece of coverage for your clients. It's often overlooked, though. In this video, we share some quick thoughts on the subject, and give an example of one instance...
3 Types of Clients: Uneducated
July 27, 2021This week is our final post discussing how you can identify if your client may need a life insurance analysis and what additional value that you can bring to them in this discussion. Again, we ask...
3 Types of Clients: Underachievers
June 08, 2021In this week’s post we will be discussing how you can bring value to the second client type. Client type number 2: Drumroll please.... Folks that have life insurance but are not optimizing their...
3 Types of Clients: Financially Independent
June 07, 2021Over the next three weeks we will be exploring the 3 categories of clients based on their life insurance needs. In this three-part series we will be discussing how you can bring value to each one....
This article was originally published to Forbes.com. Over the years, many of us have purchased life insurance — whether it was to protect family or a key employee or as a vehicle to provide liquidity...