We designed the ADꓯPT® process for the insurance industry's harshest critics - accountants
A needs and priorities-based approach that is commission-agnostic.
Unbiased, commission-agnostic, and professional insurance advice
To address the insurance stigma, TriCert Insurance Agency designed the proactive ADⱯPT® diagnostics process to satisfy the insurance industry’s harshest critics – accountants.
Our insurance team conducts a meticulous impact analysis to understand the potential effects on personal and corporate cash flow in the event of death or disability. Our experts will also model future tax liabilities to identify how we can reduce those liabilities with an optimal insurance solution.
TriCert Insurance Agency’s proactive ADꓯPT® diagnostic takes into account the needs and priorities when evaluating the suitability of insurance in a client’s portfolio.
ADꓯPT® stands for Accountants Diagnostic for All Protection and Tax-Efficiency.
ADꓯPT®: The Accountants’ diagnostics process
To learn more about the diagnostics process and what our experts do at every step, read about our Diagnostics process.
Insurance Services
Listen to our case studies
For past recorded media, Independent Accountants’ Investment Counsel (IAIC) is now TriCert Investment Counsel and Independent Accountants’ Life Insurance Agency (IALIA) is now TriCert Insurance Agency.
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Working with Oliver at TriCert Insurance Agency, I have directly seen their commitment to tailored solutions for our clients. Attention to detail, keeping the clients’ wishes at the forefront, and ensuring questions and concerns are addressed, have made them an excellent partner in providing a full-service experience for our clients.
Insurance insights
For past recorded media, Independent Accountants’ Investment Counsel (IAIC) is now TriCert Investment Counsel and Independent Accountants’ Life Insurance Agency (IALIA) is now TriCert Insurance Agency.
Educational Series Podcast: Life Insurance Q&A Part 1
In this In Focus Educational Series episode, Portfolio Manager Candis Fitch, CIM®, CIWM, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants’ Life Insurance Agency Inc. (IALIA).
Listen as they discuss common questions about Life Insurance.
ADꓯPT™ saved a client $1.3M
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants’ Life Insurance Agency Inc. (IALIA). Listen as Oliver explains how the ADꓯPT™ process saved a client $1.3 Million dollars.
When Purchasing Additional Life Insurance is NOT Recommended
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants’ Life Insurance Agency Inc. (IALIA). Listen as they dive deeper into an IALIA client case study where Oliver applied the ADꓯPT™ diagnostics process, resulting in the recommendation that purchasing additional life insurance was NOT appropriate for this client’s situation.