M Financial Group

Founded in 1978, M Financial is a national organization that syndicates insurance purchasing power and technology. As one of the original M Financial Member Firms, TRC Financial has actively participated and contributed to the growth and buying power that exists at M Financial today.

 

TRC Financial is uniquely positioned to serve clients personally and regionally while drawing upon the collective leverage and buying power of each Member Firm’s clients. M Financial provides support in technology, proprietary systems, insurance carrier relationships and market intelligence to give us a distinct advantage in servicing our clients. The alliance between TRC Financial and M Financial gives our clients the entrepreneurial environment of a financial services boutique and the continuity and depth of a major financial institution.

Our M Financial Partners

Our M Financial partners are strategically located across the country. As one of the original M Financial Member Firms, TRC Financial has actively participated and contributed to the growth and the leverage that exists at M Financial Group.

  • $1.3 billion in new annualized premium placed in 2020

  • Sales exceed those of most of the country’s largest insurance companies

  • 145 member firms across the U.S., in the United Kingdom, and the United Arab Emirates

Download the 2020 Year in Review

Download the PDF for an extended version of the report, including financial overviews,

community impact, Member Firm philanthropy, additional achievements, and more.

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M Financial & Member Firms'

Collective Buying Power

$177 B

Total Death Benefit In-Force

$42 B

Life Insurance Cash Values

$1.3 B

New Annualized Premium Placed

Financial Highlights for 2020

M Financial Group - TRC Financial