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Private Placement Analysis

Affluent families and investors use private placement annuity and life insurance investment accounts to defer alternative and traditional asset class investments from current taxation.

Evaluate the benefits, costs, and potential tax advantages of private placement insurance.

We offer an automated and online process to evaluate the benefits of tax deferral and costs of private placement insurance.

Complete the secure web form to receive a customized analysis via email within 5 minutes based on your age, birth sex, general health, desired investment amount, and preferred premium payment schedule.

PPLI & PPVA

Affluent families and investors use private placement annuity and life insurance investment accounts to defer alternative and traditional asset class investments from current taxation. These offerings are limited to only accredited investors and qualified purchasers.

TRC Financial, through M Financial, provides clients with proprietary access to private placement annuity and life insurance contracts.

Benefits of Private Placement Insurance

Minimize administrative costs and burdens to achieve tax deferral

Remain in control of assets

Defer taxes on alternative and traditional asset classes

Magnastar

TRC FINANCIAL IS A LIFE INSURANCE BROKER WHO REPRESENTS SEVERAL PRIVATE PLACEMENT INSURANCE CARRIERS. IN ADDITION, THROUGH M FINANCIAL, WE OFFER CLIENTS A PROPRIETARY PRIVATE PLACEMENT PRODUCT CALLED MAGNASTAR.

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There are 80+ variable investment options available in Magnastar private placement variable universal life insurance, issued by John Hancock, Pacific Life & Prudential, and exclusively available from M Financial.