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
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.
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.