Generational Planning | TRC Financial

top of page

Services
Products
- Proprietary Products
- Carrier Relationships
We Serve
Get Started
About Us
Blog
Contact Us
Client Success
Videos
Connect

Use tab to navigate through the menu items.

All Posts
TRC News
Life Settlement
Tax News
Product News

Search

Generational Split-Dollar: Best Practices

May 29

Generational Split-Dollar: Best Practices

240

Gifting: A Strategy to Minimize Transfer Taxes

Feb 9, 2021

Gifting: A Strategy to Minimize Transfer Taxes

129

COMPANY INFO

About TRC Financial

Industry Insights

Client Case Studies

POPULAR OFFERINGS

Key Person Long-Term Care Plan

Life Settlement

Key Person Life Insurance

Private Placement Life Insurance

NOTABLE LINKS

Executive Income Protection

How to Manage a Life Insurance Policy

Life Insurance for Entrepreneurs

Tax-Efficient Investing

Videos: The Value of Life Insurance

Copyright © 2024 TRC Financial. All rights reserved.

The principal place of business and the state of domicile for TRC Financial is: 2 Venture, Suite 455, Irvine, CA 92618. Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, FINRA / SIPC. TRC Financial is independently owned and operated and is a Member Firm of M Financial. CA Insurance License #0E14614. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. This site is for informational purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. 3811831

(949) 509-2940

bottom of page