Copyright © 2019 TRC Financial. All rights reserved.

TRC Financial Insurance Services and affiliates are presently licensed to sell insurance and annuity products, as well as other securities products in the following states: Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Washington, West Virginia and Wisconsin. Residents of other states should consult with a local registered representative for insurance services and securities products. Proper state registration is mandatory prior to conducting business in that state. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. CA License - #0E14614 \ CA License #0B40789 \ CA License #0B52893 - The principle place of business and the state of domicile for TRC Financial is: 1 Post, Suite 150, Irvine, CA 92618. Securities offered through Registered Representatives of M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. TRC Financial is independently owned and operated and is a Member Firm of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship.

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November 8, 2019

TRC Financial was tasked with placing $80,000,000 of death benefit while carefully managing the reinsurance market in light of the total coverage inforce on the CEO. TRC Financial represented the insured, the company and the private equity firm who was leading the capi...

November 7, 2019

The federal lifetime gift tax exemption has been indexed for inflation and therefore increased from $11,400,000 in 2019 to $11,580,000 in 2020. he gift tax annual exclusion amount remained constant at $15,000 for 2020. This is the amount that each person can give to an...

October 25, 2019

“Several life settlement funds announced the launch of new funds or the successful closing of funds which reflects the continued interest of capital in the asset class,”

October 9, 2019

Banks are faced with two realities for Legacy BOLI: (1) the contracts have large embedded taxable gains plus an additional 10% MEC tax penalty, and (2) the insureds are no longer employed at the bank making a tax-free 1035 exchange to a new life insurance policy imposs...

September 24, 2019

M Financial will begin offering differentiated insurance products and support to PNC’s Wealth Management® and Hawthorn, PNC Family Wealth® clients.

September 20, 2019

Darren Gallaway, Principal at TRC Financial, sat down with the Santoni Spotlight show here in Orange County, CA to talk to Tim Santoni.

August 29, 2019

Business interests are often owners biggest asset, which requires careful planning to preserve the business while managing the potential estate tax exposure.

August 28, 2019

TRC Financial got its 90's dance party groove on in support of The Teen Project. Always a fun time with Steve & Stacy Jones.

August 21, 2019

In which state is a trust subject to taxation? The recently decided Kaestner case provides the U.S. Supreme Court’s latest guidance on this income tax issue.

July 16, 2019

Think about it - one policy that provides liquidity upon your death, liquidity to supplement retirement, and liquidity in case of a long-term care event.

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TRC Financial Underwrites & Places $80,000,000 in Coverage for CEO

November 8, 2019

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