Client Success

Behind every policy is a great relationship

Explore success stories and learn how we are helping affluent families and institutions protect, transfer, and accumulate wealth.

Questions? We’ll put you on the right path.
Ask about our products, pricing, underwriting, administration or anything else. Our highly trained team is standing by, ready to help.

OR CALL (949) 509-2940

Who We Serve

Behind every policy is a great relationship

Individuals & Families
Entrepreneurs
Corporate Executives
Employers & Institutions
Private Equity & Venture

Estate Liquidity with Life Insurance
Estate

Estate Liquidity

Protecting land and lease cash flow
for Generation II and III

COLI | Corporate Owned Life Insurance
COLI

Corporate Liabilities

Delivering tax-efficient returns on cash while funding liabilities

1035 Exchange | Tax Free | Life Insurance
Tax Free

1035 Exchange

Trust restructures a life insurance policy for
guaranteed returns

Market Analysis
Key Person

Key Person

Hedge Fund insures founder and
portfolio manager to protect investors

truck on dirt
Life Insurance

Life Insurance Plan

Employee & Director life insurance plan to fund long-term incentive plans

Business Meeting Discussion
Liquidity

Hostile Takeover

Highly leveraged company protects from a hostile takeover

Mother and Son
Policy Sale

Life Settlement

Trust sells a life insurance policy on behalf of beneficiaries

Male Speaker
Stock Purchase

COLI

Company acquires a life insurance policy insuring its CEO

Brainstorm
Long-Term Care

Long-Term Care

Innovative company-paid benefit plan to insure the lifetime risk of long-term care

Copyright © 2021 TRC Financial. All rights reserved.

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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, Virginia, 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 principal 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. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

(949) 509-2940

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