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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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TRC Financial Underwrites & Places $80,000,000 in Coverage for CEO

November 8, 2019

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TRC Financial Underwrites & Places $80,000,000 in Coverage for CEO

November 8, 2019

 

Irvine, CA, November 8, 2019 -- TRC Financial, an independent insurance brokerage firm, recently arranged and closed $80,000,000 of key person life insurance coverage on the CEO of one of the largest employers in the United States with headquarters in Orange County, California.

 

TRC Financial was tasked with placing $80,000,000 of death benefit while carefully managing the reinsurance market in light of the total coverage inforce on the CEO. TRC Financial represented the insured, the company and the private equity firm who was leading the capital investment. In order to deliver the most advantageous pricing, TRC Financial leveraged its confidential and private underwriting process to protect the CEO and deliver the best pricing for the company. “Our proprietary underwriting process was critical to successfully placing this coverage,” said TRC Financial Principal Jim Roberson. “By keeping our firm and clients in control of the process, we can successfully negotiate and deliver the best outcomes.”

 

Ultimately, the coverage was arranged with three life insurance carriers who met the pricing and financial requirements. The coverage was structured to meet the needs of the company in addition to providing flexibility for both short and long-term liquidity needs. The premium funding strategy deployed minimized the earnings impact to the company and its shareholders.

 

For assistance with acquiring critical key person insurance, please contact us or visit our Key Person Life Insurance page to schedule a call.

 

About TRC Financial

 

TRC Financial is an independent firm that delivers a reliable and unbiased approach to acquiring and managing life and disability insurance portfolios and innovative benefit plans. Our focus centers around proprietary plan design, product placement, and administration for life insurance, disability insurance, executive benefit plans, and private placement insurance investment accounts. We are the oldest and most established firm of its type in Southern California.

 

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