RIC is an independent risk manager serving the fiduciary industry. DATATRACK™, our secure web-based application, provides the tools and expertise required to administer and manage life insurance trusts, value closely held business interests, and track will files.

FIDUCIARY SOLUTIONS

For

Life Insurance

Independent policy review, administration and remediation solutions to mitigate liability, gain efficiencies, meet regulatory compliance and fiduciary oversight requirements.

Closely Held Businesses

Set of review solutions addressing the significant compliance and reporting challenges professional trustees face today holding closely held business interests.

Will File

A secure web-based software application to assist in tracking, maintaining and proactively communicating with a bank's will file and future fee clients.


FIDUCIARY RISK MANAGEMENT SOFTWARE

DATATRACK™ is RIC's secure, web-based platform which allows users to centralize and manage all pertinent data including trust account, life insurance, closely held business asset information, and will files.

No Hidden Agenda

We do not market or sell insurance of any kind. Our entire focus is to provide risk management and administrative solutions for trustees and fiduciaries.

LATEST NEWS

UPDATE FOR TOLI TRUSTEES: TAX BILL PASSED BY CONGRESS BOOSTS LIFE SETTLEMENTS

Taxation on life settlements has always been a grey area for fiduciaries who decide to sell their client’s life insurance policy for a lump sum payment versus merely letting the policy lapse or be surrendered f......

2017 Year-end Letter to Clients

Dear Valued Clients, As 2017 is coming to a close, tis the season and time to again reach out to thank you for the partnership and show our appreciation of the growing opportunities which come our way, by suppor......

Are Your “Will File” or Future Fee Clients Getting the Attention They Deserve

The “Will File” has been in existence since the inception of the Trust Agreement in the late 1800’s.  There are various phrases for the Will File such as “Future Fee Client Database”, “Group of Unfun......

Obese Most of His Life, RIC Programmer Runs 40 miles on His 40th Birthday!

We regularly talk about RIC’s DATATRACK™ platform. DATATRACK™ is RIC's secure, web-based software application that provides the tools and functionality to mitigate risk and administer life insurance trusts,......

The Risk of Surviving to Policy Maturity: What Trustees Need to Know

In the past few years, we have had clients approach RIC with questions regarding “maturity date” and “maturity extension provisions” and their significance on life insurance policies. Historically an unse......

RIC Adds Fiduciary Professional to Senior Management Team

I am pleased to announce that effective July 1st, Patrick Alyward is joining RIC in a newly created position as Senior Vice President to help support our growth, as we continue to advocate and serve the fiduciary......


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Learn how you can mitigate your liability, meet your fiduciary duty and provide a value-added service to your clients. Contact us today to request information or schedule a WebEx demo.