Our focus centers around life insurance, COLI & life settlements. @DarrenGallaway @JimRoberson serve clients with custom solutions. https://nitter.gq/t.co/cwktdoTsz6
Orange County, CA
Joined April 2011
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TRC Financial retweeted
Transform your entrepreneurial journey. Whether you're part of our $ide Hustle Challenge or just getting started on your path to profit, this event is for you!
🔗 RSVP: cglink.me/2eo/r1933831
Join live: antrepreneur.uci.edu/zoom
🗓️ : May 24 | 🕛 Time: 12-1 PM
TRC Financial retweeted
Navigating the Driving Dilemma: Strategies for Caregivers of Loved Ones With Dementia jdsupra.com/legalnews/naviga… | by @cbslawfirm
TRC Financial retweeted
Oh, what fun you'll have this December in Irvine! Whether you're interested in fitness, arts, or personal development, our classes and activities offer a supportive environment for learning and growth. Learn more by signing up for our weekly newsletter at lnks.gd/2/2hDP8R_.
TRC Financial retweeted
Don’t make these mistakes - prioritize estate and succession planning for your business and family wealthmanagement.com/estate-… #entrepreneurs #EstatePlanning #succession
TRC Financial retweeted
How — and Why — to Give to Your Grandkids trib.al/2bIeBYM
TRC Financial retweeted
Most people dramatically over-estimate the cost of life insurance coverage. Speak to a financial professional to find out the right solution for you.
TRC Financial retweeted
Register for our June 29 #FutureofInsurance webinar at mfinancial.zoom.us/webinar/r… to hear Tod Nasser, EVP & Chief Investment Officer with @pacificlife, and Alex Silva, AVP & Pricing Officer at @johnhancockusa, discuss the effect of #risinginterestrates on insurance products.
TRC Financial retweeted
Most seniors in America can’t afford nursing homes or assisted living, study finds fxn.ws/3oGQQNT
TRC Financial retweeted
Congratulations to our 2023 Women of Influence Lifetime Achievement award recipient, Deborah Levy. Meet all the amazing honorees here: greaterirvinechamber.com/new…
TRC Financial retweeted
On Jan. 11, 1949 3 inches of snow fell in Irvine. While we aren't expecting ❄️ here this week, @NWSSanDiego is predicting a winter storm with heavy rain. Get info on sandbags, how to report downed trees & power outages👉bit.ly/3GVX00H.
📸: Tustin Area Historical Society
TRC Financial retweeted
Our firm, @TRCFinancial, is helping companies, entrepreneurs, and high-income executives proactively evaluate the potential financial risks and tax impacts of a state mandated long-term care program. #longtermcare #legislation #californiabusiness linkedin.com/pulse/californi…
TRC Financial retweeted
AI products like GitHub Copilot and ChatGPT, which ingest human content to make new material, raise novel legal and ethical issues over who owns the content they create trib.al/a1tk9Yc
TRC Financial retweeted
2023 tax-free monthly HIPAA limit for #longtermcare is $12,775. We have found the majority of people have overlooked the financial impact of this risk in their retirement plan. Take 15 minutes to learn about how to insure this risk. #retirementplanning trcfinancial.com/key-person-…
TRC Financial retweeted
Washington state’s long-term care payroll tax is the first of its kind - at least 14 other states are considering similar legislation - California’s proposal is due end of 2022 - be proactive #longtermcare #legislation trcfinancial.com/long-term-c…
TRC Financial retweeted
Women live on average seven years longer than men, and they are more likely to need long-term care services at some point in their lives.
Learn about the importance of long-term care #insurance to help protect lifetime savings: thinkadvisor.com/2022/11/15/… #LTCI
![Image of a woman in a nursing home, text reads [Did you know? More than 70% of nursing home residents are women.]](https://pbs.twimg.com/media/FiQrwipWAAAmgtX.jpg?name=orig)
ALT Image of a woman in a nursing home, text reads [Did you know? More than 70% of nursing home residents are women.]
TRC Financial retweeted
Blessed to work with so many entrepreneurs — the best part is walking alongside them and watching their growth #NationalEntrepreneursDay #NationalEntrepreneurshipDay #founders #startups trcfinancial.com/entrepreneu…
TRC Financial retweeted
The IRS has announced the 2023 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer taxes and the annual exclusion amount for gifts. #estateplanning #gifts #affluent trcfinancial.com/post/irs-re…
TRC Financial retweeted
We recently sat down with Lai-Sahn Hackett, Corporate Vice President, Insurance Products and Markets at @LIMRA and @LOMA_Updates, to discuss the importance of life insurance in providing financial security and how we can collectively decrease the coverage gap. #LIAM2022
TRC Financial retweeted
<1 in 3 consumers say they are very or extremely knowledgeable about #LifeInsurance, detering many from obtaining the coverage they need to protect their financial future. That’s why we’re committed to #FinancialEducation. #LIAM22 #HelpProtectOurFamilies ow.ly/puKW50KOt5A
TRC Financial retweeted
Decades of experience insuring entrepreneurs, executives, and affluent families has enabled @TRCFinancial to offer proprietary insurance products with @johnhancockusa @Nationwide @pacificlife @Prudential @Symetra @LloydsofLondon @unumnews #LIAM2022 trcfinancial.com/proprietary…