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

Private Equity & Venture Capital

Protect and insure your investments

Specialty coverage to insure key personnel in your portfolio.

Key

Person Life

Insurance

We help PEs & VCs place life insurance on their key employees in portfolio companies. We structure the coverage to minimize the financial impact and use flexible products to align with your investment time horizon.

Key

Person Disability

Insurance

We help PEs & VCs place specialty disability insurance on their key employees in portfolio companies. We structure the coverage to minimize the financial impact and use flexible products to align with your investment time horizon.

Accident

(AD&D)

Coverage

A key entrepreneur or engineer may participant in activities that put your investment at risk. We provide corporate Accidental Death & Dismemberment coverage for many activities such as race car driving, piloting, scuba diving, and mountain climbing.

Coverage - Key Person Disability Insuran

Insure Investments

You can insure the key people driving your investments. We insure the risk of disability and death on amounts from $500,000 to $100,000,000+.

pie-64.png

Cost to the Fund

The premiums required to properly insure the key drivers in your portfolio of companies is pennies on the dollar compared to all of your other expenses.

Speed

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

We underwrite from seed to series c to an acquisition.

Insure lost revenue, replacement costs, business expenses, and other fund liabilities.

Venture Capital and Private Equity partners rely on their skill and knowledge to make the right investment choices. An unexpected disability or death to key personnel at a portfolio company could cause a serious loss to the fund.