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TCS Insurance - Life, Disability, & Long Term Care

TCS Insurance, created in 1979, is an independent insurance brokerage with a unique approach to Life, Disability, and Long Term Care plan design and administration.

Since 1992, our focus has been on the multi-life business. We have established a long and successful track record of developing, implementing, and maintaining creative plan designs that exceed our clients’ expectations. While a large portion of our success has been with law firms (including those with an international presence) and physician groups, our experience extends to corporate plans.

TCS understands the multi-life business and that innovation is required to truly succeed. For example, we successfully utilize a combination of group and individual coverage to create meaningful efficiencies. The premium savings from the group component is complemented by the features and flexibility of the individual coverage. As a result, clients benefit from portable coverage, improved definitions, and guaranteed premiums for up to 50% of the total cost for an extended period of time. Further, we have access to higher limits and product solutions with preferred pricing, both of which create additional advantages.

For many firms this level of execution is not possible. At TCS, we differentiate through design, deliver value through innovation, and offer continuity through implementation and service because our clients come first. Client advocacy is—and always will be—the core value for our firm.

Trademark Capital Services - Wealth Transfer & Estate Planning

Trademark Capital Services works to exceed our clients’ expectations, and their long-term personal financial goals, by providing custom solutions developed in conjunction with CPAs, legal advisors, counselors, and other client advisors. We understand how taxes can impact wealth over time. Our team is well-positioned to develop custom preservation strategies for various assets that can reduce this impact and amplify the value for future generations.

We offer our clients an array of consulting services, integrated with advanced financial modeling and a disciplined review process, to:

• - Implement efficient tax-funding strategies
• - Diversify and preserve assets
• - Orchestrate distributions to beneficiaries
• - Facilitate enhanced charitable gifting
• - Adapt to changing needs with ongoing administration

Our commitment—to sound planning, differentiated product, and efficient implementation—fuels advanced multi-generational estate and wealth transfer planning that delivers significant and sustainable value to families and businesses.

TCS Northwest - Oregon-based Affiliate

TCS Northwest, our Portland, Oregon, based Affiliate, is an extension of our Bay Area headquarters that also specializes in strategic wealth transfer and estate planning for high net-worth individuals and families, business owners, and professionals in the public and private sector. With a shared commitment to independence, influence, innovation, and administration, TCS Northwest provides customized insurance solutions to our corporate and high-net worth clients, and expands the TCS presence in the growing Pacific Northwest market.

Trademark Capital Services and TCS Northwest maintain an ongoing collaboration of idea sharing, best practices, and advocacy focused on the interests of our clients. The results of this collaboration can be seen in the innovative solutions and high quality services designed to meet our clients’ insurance needs.

TCS Northwest remains a key component of our growth and our ability to continue to deliver effective solutions and value to existing and future clients.