Welcome to Trumark

Our Mission

Trumark offers an array of products and carriers to ensure your client is placed with the most appropriate product that suites their needs. Products -

Thank you for your interest in Trumark Wholesale Insurance Services. We at Trumark base our success on the excellent value added service we provide. We look forward to working with you and hope that we have the opportunity to enhance your practice.

To help advisors and their high net-worth clients accumulate, protect, and efficiently transfer wealth through:

- Strategy

- Solutions

- Advocacy

- Partners

The Trumark Difference

With a dedication to service and relationships, it’s our people who make us unique. Discover how the Trumark culture will enhance your practice.

Partnering with Trumark

Covering all of your insurance needs in one place, Trumark enables you to focus on your true strength – the relationship with your clients.

Our Expertise

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.


Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Long Term Care

Linked Benefit Products – Chronic Illness & LTC



Frequently Asked Questions

How do I run a quote?

Term quotes can be run on our website. All you need to do is register for access. Other quotes such as permanent life insurance, long term care, and disability, must be requested. Please contact our sales desk at 800-648-5278 for assistance.

Does the agent need to be licensed in the state of solicitation?

Yes, the agent must be licensed in the state where the application is signed. In addition, if you sell an LTC policy outside of California, you must complete that state’s CE in order to complete the sale. Agent’s that are only licensed in California are only licensed to sell LTC in California. For annuities, the state’s CE and the company’s training must be completed. For specific questions, please contact our licensing department at 925-648-5210, or lkoski@trumarkfinancial.com

Do I need to send in original copies when submitting forms to the carrier applied with?

The only original form the life insurance carrier requires is the signed 1035 Exchange Form. Annuity business requires the original application to be submitted. And some LTC business requires the original application. Otherwise, copies of the original will be sufficient.

Who do I send in new business applications to?

New business applications can be mailed, faxed, or emailed to the attention of "New Business." If you fax or email the application, we ask that you please keep the original application for your records. If you plan on faxing the application or any delivery requirements, please use our Trumark cover page. New Business can be reached at newbusiness@trumarkfinancial.com, or by fax at 925-648-4747.

Get Connected

Please take a few minutes and visit our website. Here is where you’ll have access to Trumark’s visually appealing and content rich resources that we have made available online to assist our agents.

Get started now and begin exploring the innovative resources Trumark has made available.

Just go to www.trumarkfinancial.com, or email Lance Taylor the information below to ltaylor@trumarkfinancial.com to have an account created for you.

Suggested Documents

Complete this form to jump-start the licensing process with a new business application.

Life insurance may well be one of the most important asses within an estate – whether it is owned by an individual, a business, or part of overall estate planning. Life insurance is often an asset that is generally not evaluated, reviewed, or appraised on a consistent and comprehensive basis. We believe some life insurance policies can be improved upon once a thorough, detailed, and unbiased analysis has taken place. Completing this form allows Trumark to obtain information on a client’s current in-force policy.

This worksheet provide a quick and simple method to estimate the amount of life insurance your clients will need.

Using this cover sheet allows Trumark to quickly submit the application to begin being processed by the carrier applied with.

Contact Us

Toll free: (800) 648-5278

Local: (925) 648-4700

Fax: (925) 648-4747

Home Office: 6685 Owens Drive Pleasanton, CA 94588

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