RIC serves fiduciaries in the development of customized solutions for problematic policies. We understand most professional trustees face the daunting task of balancing risk management functions and administrative overhead with limited ILIT revenue. RIC offers a suite of cost-effective remediation reports addressing all performance issues with recommended resolution.
RIC can serve trustees when they may be in a sensitive position due to an unexpected policy lapse or reduction in benefits. These events can occur due to missed or late premium payments, major policy loans, negative investment performance or a number of other factors.
RIC is able to assist trustees in any capacity requested to advise on processes, conduct initial portfolio risk assessments, complete projects, or otherwise serve our clients as we are able.
We know Unique & Hard to Value Assets. We've been equipping our clients with the technology and expertise to easily manage their portfolios and mitigate liability for more than 15 years.
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.