Behind every policy is a great relationship
Life insurance, disability, and non-qualified benefit plan solutions designed for the affluent and institutional client.
Employers & Institutions
We provide services to help employers protect key employees, implement and fund non-qualified benefit plans, and deliver proprietary alternative investment solutions.
Private Equity & Venture
A risk often overlooked by PE and VC firms, is the disability or death of key personnel within their portfolio of companies. Insuring the risk is pennies compared to the capital invested.
TRC Financial is an independent firm that delivers a reliable and unbiased approach to acquiring and managing life and disability insurance portfolios and innovative benefit plans. 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.