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Jim Roberson is listed as Helping entrepreneurs, executives, and affluent families protect wealth and preserve legacies. at TRC Financial, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Jim Roberson.
Jim Roberson previously worked as Principal at Trc Financial and Principal at Boli Rescue. Jim Roberson holds Bachelor Of Science - Bs, Business Administration, Finance Emphasis from Usc Marshall School Of Business.
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Principal at TRC Financial. Co-Founder of Drawloop Technologies, Inc. (acquired by Nintex). Alum and mentor of USC Marshall School of Business. Proud parent of USC Marshall School of Business alum, USC Viterbi School of Engineering alum, and The University of Tennessee College of Nursing alum. Jim and his wife Aimee enjoy an active lifestyle, skiing in the Teton Valley, and family time together.We are 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. Our clients include affluent families, entrepreneurs, business owners, privately held companies, and select public companies. Now in our fifth decade and second generation of management, we serve a loyal group of clients with responsive and personal service. We are one of 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 for life insurance, disability, long-term care and benefit plan solutions 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/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.Individual CA License #0B40789 | Corporate CA License #0E14614
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Irvine, Ca, Us
TRC Financial is an independent life insurance brokerage firm committed to providing value to affluent individuals and families as well as privately held and select public companies. We work closely with client advisors in designing and funding our solutions. We have decades of experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies.
Tampa, Florida, Us
Rescue your bank-owned life insurance (BOLI) assets - solve without acquiring any new BOLI. Are portions of your legacy bank-owned life insurance (BOLI) assets delivering low net returns? We are helping banks monetize out of their under performing legacy BOLI.
Bellevue, Washington, Us
Drawloop Technologies was acquired by Nintex in 2015. Nintex Drawloop is a cloud-based application that fundamentally changes the way you create, manage and deliver documents. Our document generation service eliminates the manual processes associated with managing documents outside of your Salesforce environment. Instead, our fully configurable solution allows you to manage all of the same sales and service documents you've used for years entirely in Salesforce. This is ideal for enterprises and organizations with complex sales cycles and who are looking to improve document accuracy and create a repeatable and scalable process that improves overall productivity and efficiency.
Newark, New Jersey, Us
Mullin Consulting, now owned by Prudential Financial, is a national benefit consulting firm focused on the design and funding of non-qualified benefit plans. The non-qualified benefit plans and associated funding focuses on wealth accumulation and retirement benefits for high-income executives at Fortune 500 companies. Mullin Consulting is one of the founding firms of the M Financial Group. Mullin Consulting (MullinTBG) is now fully integrated with Prudential Financial.
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Jim Roberson works for TRC Financial.
Jim Roberson is listed as Helping entrepreneurs, executives, and affluent families protect wealth and preserve legacies. at TRC Financial.
Jim Roberson is based in Orange County, California, United States while working with TRC Financial.
Jim Roberson has worked for Trc Financial, Boli Rescue, Nintex, and Prudential Financial.
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Jim Roberson holds Bachelor Of Science - Bs, Business Administration, Finance Emphasis from Usc Marshall School Of Business.
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