Partner With Us

Going the Extra Mile for your High Net Worth Clients

Making Notes
Shake on It
Home Owners

At TRG, we look for ways to fund insurance in unique ways to create above market returns and unique tax advantages. When electing to partner with us, we offer decades of expertise in the areas of wealth transfer and life insurance portfolio management. You can help fulfill your fiduciary responsibility and work to enhance your clients’ financial position and strengthen your client relationships.
We partner with investment advisors, family offices, attorneys, CPAs, insurance professionals, trust officers and charitable planning professionals in many states who are busy building their businesses and realize it's easier to use our infrastructure than build it themselves.