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

Copyright © 2021 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, 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 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. 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