Trust is built and maintained through decades of service.
Life insurance services to protect and plan for liquidity when you need it most.
Affluent Individuals & Families
Institutional alternative investment with tax-deferred earnings and no mark-to-market risk.
Corporate Owned Life Insurance
Total death benefit in-force collectively for M Financial and Member Firms.
1
We’ve placed billions in life insurance death benefit.
For decades, we have helped affluent and institutional clients evaluate, underwrite, acquire, and manage life insurance policies.
Minimize burdens to achieve tax deferral
Life insurance allows you to defer taxes, remain in control of assets, and reallocate between traditional & alternative asset classes with no taxation.
ABOUT US
TRC Financial is an independent firm that delivers a reliable and unbiased approach to acquiring and managing life insurance portfolios and innovative non-qualified benefit plans. As a Member Firm of M Financial, we use over five decades of experience combined with unrivaled service & technology to bring unique life insurance, disability insurance, and benefit plan solutions to our clients and advisors. Our focus centers around proprietary plan design, product placement, and administration for life insurance, disability insurance, executive benefit plans, and private placement insurance investment accounts.
Simple Way to Achieve Tax-Deferral on Investment Gains
Private Placement Annuity and Life Insurance Investment Accounts enable investors to defer current taxation on investment gains.
Gain Valuable Insights Into Your Life Insurance Policy
Evaluate the economics of your life insurance policy or portfolio of policies - short and long-term performance, premium cash flow and IRR.
Just Surrender or Die? Unlock the Life Settlement Value
Understand the life settlement market values for a life insurance policy beyond what is reflected in the Annual Policy Statement.
HOW CAN WE HELP?
1 Post, Suite 150
Irvine, California 92618
(949) 509-2940
Monday - Friday | 8:30am to 5pm PST