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.

(949) 509-2940

Global Clients

International Insurance Solutions

International Insurance

 

Global citizens build their wealth across multiple borders by establishing international connections through businesses, families, properties, and investments. While international borders no longer confine global citizens of the world today, they do require sophisticated financial planning and exceptional product solutions.

International Insurance Solutions

U.S. and offshore insurance products can provide unique planning solutions for the challenges confronting global clients with and without U.S. ties, helping them achieve their complex, long-term financial goals by growing, transferring, and preserving their financial legacies. International insurance solutions can include products supported across different market segments, such as:

  • U.S. Domestic Products

  • International Corporate Benefits

  • Bermuda-Based Products

  • Offshore Private Placement Products

U.S. Domestic Products
 

Foreign national clients with U.S. Nexus may be eligible for U.S. domestic insurance products, available through carriers with global citizen programs designed to accommodate the needs of global clients with direct ties to the U.S.

International Corporate Benefits
 

For global companies with cross-border executives, international corporate benefits allow employers to deliver quality benefits to employees across worldwide operations, aligning the benefits of domestic employees with the benefits of employees located in another country.

Bermuda-Based Products
 

For individuals who are not citizens or residents of the U.S. or Bermuda, or residents of Canada, Bermuda-based products offer U.S. dollar-denominated insurance solutions with greater flexibility and higher capacity than those products often available within the insured’s country of residence.

Offshore Private Placement Products
 

Offshore private placement products represent unique insurance solutions for U.S. citizens and foreign national citizens who are affluent global clients seeking the benefits of traditional life insurance, accompanied by institutional pricing, design flexibility and nontraditional investment options on a tax-favored basis.