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

Life Insurance Portfolio Reviews & Audits

Evaluate and understand the economics of your life insurance policy(ies).

Our service audits and delivers annual life insurance policy management for you.

We are your back-office for policy cash value reporting and annual policy reviews.

We work with CPAs, lawyers, and investment firms to provide back-office services.

Advisor Services

We seek to cultivate strong alliances with the best accounting, law and investment firms available. Our strategic partners have all distinguished themselves as companies providing the same level of service excellence that we strive for here at TRC Financial.

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Proposal Review

We evaluate life insurance, disability, and non-qualified benefit plan proposals. We are confident in our team to provide you with an unbiased evaluation and perspective for your client.

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Legacy Policy Review

Evaluate and understand the economics of your client's life insurance portfolio. Includes consolidated policy information - tax basis, values, surrender position, policy loans, ownership, beneficiaries, and assignments; analysis of short and long-term policy performance - cash flow and internal rate of return; and potential restructure options.

How can we help?

We provide our partners with support to understand insurance proposals, executive benefit plan proposals, and existing policies or plans.