A Resource For Advisors

Today, the life insurance industry is fraught with hidden dangers that need to be addressed. Clients depend upon their professional advisors to be proactive in looking for and identifying areas where there may be exposure. At the same time, institutions, law firms and other professional trustees increasingly find themselves with greater fiduciary responsibilities for life insurance holdings.

IDC was created to provide both the information and the objective, fee-based advice needed to create a defensible program to meet today’s standards of care. As a result of our specialized expertise and independent position in the market, we are able to deliver substantial value. All IDC consulting fees are fully disclosed in a formal engagement package that includes both a value proposition statement and a detailed fee agreement.

What you’ll find on this site

• Case Studies
• Opportunities & Events
• Resource Center: White papers and articles that explain complex issues in plain English.
• The Capital Management Standard™: An introduction to our process.
• Industry Links: Information and tools from well-respected industry sources.

How do you begin?

Call us with the general facts at (866) 943-6900.

• Inform clients they may have an opportunity to enhance their in-force insurance;
• Explain that you have access to an independent firm they can engage on a fee basis to council them objectively;
• We will arrange an initial meeting with the client and you, their advisor.