San Rafael, CA | April 05, 2024 — In a strategic move to enhance its service offerings and expand its market reach, TCS Insurance, a boutique insurance advisory firm specializing in life, disability, and long-term care insurance solutions for ultra-affluent families and growth-minded organizations, is excited to announce the
recent acquisition of Pollock Financial Group’s Insurance Practice. With a legacy spanning over 40 years in delivering exceptional insurance products and services, TCS is set to reinforce its market presence through this significant acquisition.
Pollock Financial Group, established over 60 years ago and renowned for its dedication to providing comprehensive and personalized insurance solutions, aligns perfectly with TCS’s vision of offering unparalleled expertise and service to its clientele. This merger not only honors the rich heritage and values established by Pollock Financial Group’s founder, Jim Pollock, who passed away in 2022, but also signifies a step forward in providing enhanced services and broader coverage options to their customers.
“Jim Pollock built his firm on the principles of integrity, trust, and dedication to the needs of clients. These are values we hold in high regard at TCS, and we are honored to uphold his legacy as we move forward,” said Steven Wight, Principal of TCS Insurance.
The integration of Pollock’s Insurance Practice into TCS has commenced, with full integration expected to be completed in the coming months. Throughout this transition, both firms are dedicated to ensuring a seamless experience for their clients and stakeholders, with a focus on maintaining and enhancing the quality of service that has been the hallmark of both organizations.
TCS and Pollock are both Member Firms of M Financial. With more than 135 Member Firms in 36 states and the United Kingdom, M Financial Group is one of the leading networks of independently owned life insurance-centric firms in the United States (www.mfin.com).
For more information about the acquisition, the benefits it brings to clients, and what it means for the future of insurance, please visit www.tcs-insurance.com or contact asktcs@tcs-insurance.com.
About TCS Insurance
Established in 1980, TCS specializes in providing comprehensive life, disability, long-term care, and annuity insurance solutions. Committed to excellence, TCS Insurance offers personalized service and expert advice to clients across the US and global citizens, ensuring their peace of mind and financial security.
About Pollock Financial Group
Established in 1960, Pollock Financial has been a trusted name in insurance, using industry-leading tools, resources, and experience to meet the diverse needs of its clients. Founded on principles of integrity, trust, and commitment, Pollock Financial has built a legacy of personalized service in the insurance industry.