RIC provides unparalleled service to trustees. As an independent risk manager and registered investment advisor, we translate our core competencies into value for our customers through consultation, administration and management of life insurance, annuities, variable invested assets and other unique assets.

RISK MANAGEMENT SUPPORT

ACTUARIAL MEASUREMENTS

REGISTERED INVESTMENT ADVISOR

CONSULTING

Risk Management Support

• Policy performance
• Premium adequacy
• Errors and omissions
• Compliance & IRS
• Trust document review

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Actuarial Measurements

• Industry standard analytics
• Policy comparative/competitive analysis
1. Cash efficiency comparative
2. Implied policy value, death benefit and survival probability comparative
• Life expectancy
• Survival probability
• Rate of return

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Registered Investment Advisor

• Asset allocation modeling for variable life and annuities
• Complete sub-account asset management
• Investment Based ILIT Management^TM

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Consulting

• ILIT process assessment
• Poorly performing policies and contracts
• Forensic insurance analysis
• Trustee liability mitigation
• Arbitration
• Litigation support as industry expert
• TOLI industry best practices

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