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.

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Final Regulations on Reportable Policy Sales on COLI & BOLI Marketplace

November 15, 2019

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MAGNASTAR® Continues to Lead the PPLI Market, Has Strong Momentum Entering 2015

March 13, 2015

 

In 2000, M Financial Group launched MAGNASTAR®, a multi-Carrier private placement variable life insurance product available exclusively to M Member Firms. Private placement was relatively new to the marketplace then and our ability to introduce a proprietary offering served as another example of our leadership and focus on delivering innovative solutions to our clients.

 

In the 15 years since the launch, the success of MAGNASTAR® has exceeded expectations, becoming the most recognized, and reputable, private placement platform in the industry. Activity in 2014 was a significant contributor to this success.

 

  • The total number of MAGNASTAR® cases issued in 2014 increased 56%

  • Policy account values increased to $1.8 billion at year-end, and have grown to $2 billion since then

  • The platform added 12 non-registered investment offerings

  • Eleven Member Firms sold a MAGNASTAR® policy, four for the first time, bringing the total to more than 50 since 2000

 

In addition, Prudential added $50 million of reinsurance capacity for MAGNASTAR® to bring the total capacity among all M Carriers to more than $200 million.

 

Advisors are increasingly seeking tax-efficient solutions for their clients who face a rising tax environment that presents obstacles for wealth accumulation and wealth transfer. The potential of this unique product—which is available from Prudential, John Hancock, and Pacific Life, making it the only multi-Carrier platform in the industry—is enormous and we are excited by the opportunities we see going forward.

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