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
Innovative company-paid benefit plan to insure the lifetime risk of long-term care.
Key Person Long-Term Care Plan
Total death benefit in-force collectively for M Financial and Member Firms as of 12/31/20
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 help 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.
TRC Financial is an independent firm that delivers a reliable and unbiased approach to acquiring and managing life insurance portfolios and innovative 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, long-term care, and benefit plan solutions to our clients and advisors. Our focus centers around proprietary plan design, product placement, and administration for life insurance, disability and long-term care insurance, executive benefit plans, and private placement insurance investment accounts.