Asset Management
Asset Management Reviews
RIC specializes in performing actuarially-based reviews of life insurance policies and annuity contracts held in trust. Our accredited team serves the trustee by facilitating judicious, cost effective management of trust assets in the best interest of the trust and its beneficiaries.
LifeTrack
RIC conducts a thorough life insurance review that provides the trustee with key policy performance indicators, such as policy competitiveness, carrier strength and funding adequacy. LifeTrack analysts add management observations to assist in understanding policy risk factors.
AnnuiTrack
The annuity review is an in-depth report on the contractual provisions and competitive performance of an annuity. Each annuity review evaluates 3 key areas: assessing the strength of the underlying carrier, determining contract competitiveness and contract risk assessment.
InvesTrack
Variable policies require additional oversight and expertise. InvesTrack reports offer the trustee current sub-account performance measurements, sensitivity analysis and recommended reallocations. This product is offered for life insurance policies and annuity contracts.
