Resource Consultants, Inc.
Resource Insurance Consultants (RIC) is an independent, licensed, insured, fee-based consulting firm founded in January 2002. RIC provides services in the areas of policy review, analysis, and management of life insurance policies, as well as education on the efficient, prudent, and compliant management of ILIT’s. RIC provides these services to trust companies, estate planning professionals, and charitable and non-profit organizations.
RIC designed its services to assist in meeting the specific needs of fiduciaries who are required to comply with the regulations set forth by the Office of the Comptroller of Currency (OCC), Office of Thrift Supervision (OTS), and their State Department of Banking. The Uniform Prudent Investor Act also creates the need for review services, which aid in monitoring and managing life insurance.
RIC provides a wide range of services and products designed to meet the needs of anyone who holds a life insurance policy in trust. RIC is a registered member of the Life Office Management Association. Our staff have a variety of industry designations, which include FSA, MAAA, CLU, FLMI and HIA. RIC strongly believes in the value of a qualified staff, which is why we empower our staff by providing the opportunity for free education with the Life Office Management Institute (LOMA). RIC encourages all of its associates to reach their fullest potential through education, and effective training. We firmly believe that every member of our team has enourmous potential to grow both personally and professionally at RIC, while consequently enhancing our product.
Our company consists of three main departments, which cooperate in a dynamic environment to provide the best possible services to our clients. These departments include administration, analysis and marketing.