TCS Insurance - Trademark Capital Services

TCS is a private insurance brokerage firm that develops customized strategies for the high net worth market. Our solutions involve insurance planning, wealth transfer, estate planning, and executive insurance benefits. Our long-term success is driven by our effective client advocacy and close relationships with insurance carriers that continually strives to deliver the highest value to our clients.

Private Experience
We work with a select clientele and provide private concierge type services.  We work directly with your existing investment, legal, and tax advisors to develop customized plans to help meet your objectives and goals.   This team approach allows us to focus on our specialty: creating and delivering high-quality custom built insurance products to our clients.

Product Development
We believe our clients deserve more than the status quo. TCS works directly with many of the nation’s leading insurance carriers to develop new products and features that best fit the needs of our clients.  This also provides us with a unique relationship with carriers that translates into a better experience for our clients.  TCS continually delivers on its commitment to provide our clients with the latest and most advanced insurance products on the market.

Custom Strategies
We are passionate about developing innovative custom strategies that will not only fill the needs of our clients today, but remain flexible to incorporate the changing needs of the future.  Each client is different; therefore, our strategies are unique for each client.  Our ability to implement and maintain these strategies provides our clients with long-term value.

TCS is a Member Firm of M Financial Group, one of the nation’s leading financial services design and distributions companies.  This relationship enables us to deliver proprietary products, services, and expertise that are difficult to match in the general marketplace.  M Financial’s proprietary products offer lower pricing, more advanced features, and higher limits than what is available in the general marketplace.  These advantages all directly benefit our clients.