The Capital Management Standard™

Our consulting process was developed over the past six years for private clients with significant life insurance capital.

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• For institutional trustees wishing a basic consult, the first phase consists of an analytic assessment in which the policies, carriers and the competitive market are reviewed and summarized in The Current Market Matrix™.
  
• For those in need of a broader review, a design consultation incorporates alternative funding strategies, negotiated underwriting initiatives, life settlement possibilities and most importantly, integration with the client’s personal planning and financial goals. This results in The Capital Value Blueprint™.
  
• The stewardship phase represents ongoing services in which IDC will manage the portfolio, aid in the administration, act as the client advocate with issuing carriers and periodically repeat the policy valuations. These services are provided through The Private Portfolio Concierge™.

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