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....
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.
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Employees

Jim Roberson
Admin
Jim Roberson President of TRC Financial