Life and Financial Services

Trumark is a wholesale brokerage firm.

Trumark provides Financial Advisors, Accountants, Attorneys, Insurance Brokers, and Trust Officers expertise in risk management paralleling the professionalism which these valued advisors provide for their clients in the development and execution of comprehensive financial strategies. Our objective is to become an extension of the professional’s practice so they can provide clients with a complete wealth management solution while remaining focused on their core professional competencies.

Trumark provides expertise in disciplines such as:

  • Estate and Trust Planning
  • Policy Review and Performance Analysis
  • Portfolio Diversification—Insurance as an Asset Class
  • Private and Commercial Premium Financing
  • Split Dollar Plans
  • Executive Benefit Planning
  • Charitable Planning
  • Long Term Care Insurance Planning

Knowing that every client’s goals and objectives are different, Trumark offers a differentiated experience that is strategy and product neutral and is focused on aggressive client advocacy in order to achieve a “best in market” insurance solution. Our management team has an extensive background in the insurance industry as well as experience in the tax and legal department of a “Big4” accounting firm and a in a major law firm.

Advanced Underwriting & Case Management

Trumark has an unmatched team of advanced underwriters with decades of experience acting as client advocates and providing expertise in the art of presenting an underwriting file in the most favorable light in order to obtain the “best of class” life insurance portfolio. By “pre-underwriting” the case of a valued client, Trumark can with an extremely high degree of accuracy provide guidance as to “what the market will say” if and when a client chooses to apply for coverage. By aligning our Insurance Medical Specialists on the “client’s side of the table”, we are able to make the strongest case for the best market pricing possible, and all this work is done before the market even knows the name of the client seeking coverage. These processes make the delivery of insurance solutions much more effective and “painless” for the client.