THE RIC SOLUTIONTRACK
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:
Asset Management
LifeTrackTM - A life insurance policy review, assessment of funding adequacy and competitive analysis to identify and manage TOLI portfolio risk.
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.
Administration
DataTrackTM - An integrated, web-based ILIT administration system for efficient day to day TOLI management.
Remediation
ConsulTrackTM - Employs industry best practices to identify and implement solutions to poorly performing, non competitive or unwanted assets.
