Resource Insurance Consultants

Mr. Joseph L Kizer, President
2828 South 87th Street Suite 104
Omaha, NE 68124
(402) 391 6356 (phone)
(800) 798-6309 (toll-free)
(402) 391 3772 (fax)
www.ricomaha.com
Membership Level: Silver Service Member
Valued member since November 2003
Resource Insurance Consultants (RIC) is a strategic risk manager for trustees. We specialize in performing comprehensive reviews of life insurance policies held in trust. Our focus is in serving the trustee by facilitating prudent, cost-effective management of trust assets in the best interest of the trust and its beneficiaries.

The RIC "Baseline Review," our primary product, meets OCC, OTS, and Uniform Prudent Investor Act requirements as they apply to regulatory compliance and fiduciary management. Our reports concisely evaluate life contracts, providing the trustee with valuable insight on any performance issue(s).

Essentially, we enable the trustee to stand out amongst the competition as an expert fiduciary. At the same time, we mitigate the risks associated with accepting fees for ownership of a life insurance trust.


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