While our core competencies can be individually engaged, the strength of our offering lies in a customized solution. We call this THE RIC SOLUTIONTRACKTM. It consists of:
- LIFETRACKTM - A life insurance policy review, assessment of funding adequacy and competitive analysis to identify and manage TOLI portfolio risk.
- DATATRACKTM - An integrated ILIT administration system for efficient day to day TOLI management.
- CONSULTRACKTM - Utilizing industry best practices and implementing appropriate solutions.
- ANNUITRACKTM - An annuity contract valuation assessing performance relative to trust investment objectives.
- INVESTRACKTM - Cost-effective asset allocation and investment management for variable life policies and annuity contracts.
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