We offer an organized and systematic approach designed to help reduce internal staffing needs through technology and maximize client resources.

TRC Financial is an independent firm that delivers a reliable and unbiased approach to acquiring and managing life insurance portfolios, life settlements, specialty disability coverage, and innovative non-qualified executive benefit plans. We use over five decades of experience combined with unrivaled service & technology to bring unique life insurance, disability insurance, and benefit plan solutions to our clients and advisors. 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.