TRC Financial is an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies. We protect entrepreneurs, executives, and affluent families.
As a Member Firm of M Financial, we use over five decades of experience combined with unrivaled service & technology to bring unique life insurance, disability, long-term care, and benefit plan solutions to our clients and advisors. Our focus centers around proprietary plan design, product placement, and administration for life insurance, disability and long-term care insurance, executive benefit plans, and private placement insurance investment accounts.
We are the oldest and most established firm of its type in Southern California. Our commitment to genuine personal relationships and a proactive response to client needs is central to our operating philosophy. We look to the future, confident that we are our clients’ most reliable source to the challenges faced in the protection, transfer, and accumulation of wealth.
Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. TRC Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials and recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
CA Insurance License 0E14614
AR Insurance License 7843195
Company Details
- Employees
- 5
- Founded
- -
- Address
- 2 Venture,
- Phone
- 949-509-2940
- in****@****ial.com
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- trcfinancial.com
- Keywords
- Life Insurance, Corporate-Owned Life Insurance, Life Settlement, Insurance Dedicated Hedge Funds, Executive Benefit Plans, Estate Life Insurance Planning, Life Insurance Portfolio Audits, Life Insurance Policy Valuation, Foreign National Life Insurance, Key Person Insurance, Long-Term Care, Private Placement Life Insurance (PPLI).
- HQ
- Irvine, CA
Trc Financial Questions
Trc Financial's helpline number is 949-509-2940
Trc Financial's website is trcfinancial.com
Trc Financial's LinkedIn profile is https://www.linkedin.com/company/trc-financial
Trc Financial has
5 employees.
View email and phone details for 5
employees at Trc Financial.
Trc Financial's industry is
Insurance
Trc Financial's top competitors are
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Today's Home Mortgage,
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Trc Financial's support email address is info@trcfinancial.com
Trc Financial's categories are Insurance
Trc Financial's founding year is 2003
