top of page


Insurance coverages and tax-deferred alternative investments

Innovative insurance coverage to meet your unique liquidity needs.


Depending on your life stage, you may still have a large percentage of your wealth in your business. We design life and disability insurance coverages with time horizons that align with your liquidity plans.

Key Person

We help entrepreneurs place life and disability insurance on themselves and/or their key employees. We structure the coverage to minimize the financial impact and use flexible products to align with your time horizon.


You may participant in activities that put you at risk. We provide Accidental Death & Dismemberment coverage for many activities such as race car driving, piloting, scuba diving, and climbing.

Estate Insurance

You are not alone. Many of our clients don’t think about the impact of taxes and other estate costs in the event of death. We protect the value of illiquid assets to allow your heirs to keep your most valuable assets in place.


We structure institutional insurance products to help you minimize the administrative costs and burdens to achieve tax deferral. You can stay in control of the assets while deferring taxes.

Buy Sell

In a buy-sell plan, one party agrees to sell and the other agrees to buy a business interest as the result of a triggering event. We insure and fund these events.

Insurance Benefits - TRC Financial.png

Coverage Amounts

Life insurance death benefit and disability amounts from $500,000 to $100,000,000+.

Asset Allocation - TRC Financial.png


Properly designed insurance is appropriate to allocate some of your fixed income and/or alternative investment allocation to reduce taxes.

Act Now - TRC Financial.png


Get a quote and preliminary analysis within 3 to 5 business days.

We deliver innovative insurance and liquidity to meet your needs at each stage of your journey.

We understand the needs of entrepreneurs.

We use proprietary products and analysis to give you the results you deserve.

Thank you for your interest in our services. We will reach out shortly.

bottom of page