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844-747-5833

Where We Discover. Design. and Deliver. Real Solutions to Our Clients.


Discover

Change is inevitable. Our 3D Process™ continually monitors political and economic factors that impact trust-owned life insurance portfolios.  Changes in estate tax laws, insurance carrier financial strength, Health of the insureds, and Grantor’s ability to gift dollars to the Trust are some of the discussion items brought forth throughout our process. 

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The Discovery phase of our process assesses and reassesses your goals for trust-owned life insurance in the face of an ever-changing world. We utilize our proprietary Life Insurance Discovery Questionnaire® (LIDQ) and TOLI Vault™ technology to document these goals and imbed them into your life insurance plan. Upon completing this step of the process, the Trustee will receive our Discovery Analyzer Report™ to document our work together up to this point.

The Discovery phase of our process assesses the goals for trust-owned life insurance in the face of an ever-changing world. We utilize our proprietary Life Insurance Discovery Questionnaire® is to establish Policy Monitoring Criteria and a Policy Management Statement for each trust-owned policy.

The Discovery phase of our process assesses and reassesses your goals for trust-owned life insurance in the face of an ever-changing world. We utilize our proprietary Life Insurance Discovery Questionnaire® (LIDQ) and TOLI Vault™ technology to document these goals and imbed them into your life insurance plan. Upon completing this step of the process, the Trustee will receive our Discovery Analyzer Report™ to document our work together up to this point.

The Discovery phase of our process assesses the goals for trust-owned life insurance in the face of an ever-changing world. We utilize our proprietary Life Insurance Discovery Questionnaire® is to establish Policy Monitoring Criteria and a Policy Management Statement for each trust-owned policy.

Matching your goals with your policy

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Upon competing this step of the process, the Trustee will receive our Discovery Analyzer Report™. The purpose of this report and documentation is to match the goals for life insurance with the current policy(s) or new policy(s) being purchased.  Through our prudent process, the Trustee can be more confident in and have clear direction as to the policy’s performance and/or the policy’s ability to meet the goals of the Trust.  If through the Discovery process it is determined a modification to the premium, death benefit, dividend option, reallocation of investment sub-accounts or insurance carrier may be necessary, we move into the Design phase of The 3D Process™.

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